Fractional CFO
Cash runway, pricing & margins, forecasting, board decks, banking & covenants, KPI design, and capital planning.
We help owners turn chaos into clean books, clear cash flow, and confident decisions—by combining hands‑on accounting, rigorous FP&A, and modern systems.
End‑to‑end finance support—from daily bookkeeping to CFO‑level strategy—delivered with an operator’s mindset.
Cash runway, pricing & margins, forecasting, board decks, banking & covenants, KPI design, and capital planning.
AP/AR, reconciliations, monthly close, payroll coordination, fixed assets, revenue recognition, and clean audit trails.
Driver‑based budgets, rolling forecasts, variance analysis, scenario planning, and margin improvement programs.
NetSuite, QuickBooks, payroll & HRIS, expense and billing automation, CRM/ops integrations, and data governance.
Policy frameworks, segregation of duties, close checklists, documentation, and preparation for audits or due diligence.
M&A support, cash‑to‑cash optimization, inventory and costing, pricing programs, and bespoke analytics.
Owner‑led and private companies in complex, project‑heavy or multi‑entity environments.
Development, flips, property management, job‑costing, WIP, draws, and lender reporting.
Utilization, billable rates, SOW tracking, revenue recognition, and cash flow planning.
COGS integrity, landed cost, inventory controls, and channel profitability analysis.
Representative outcomes from finance transformations and hands‑on operational fixes.
From −$160k to break‑even in 90 days via pricing revamp, labor model reset, and KPI cadence.
Reduced month‑end from 18 to 5 days; standardized reconciliations and introduced pre‑close checklists.
AR policy and billing automation cut DSO from 54 to 24 days; improved cash by $420k within a quarter.
Start with a diagnostic, then align the operating rhythm to your business cadence.
Free consult to map goals, constraints, and systems.
2–3 week assessment; deliver a prioritized roadmap.
Stand up processes, dashboards, and team rituals.
We execute the rhythm: close, forecast, and review.
Transparent options designed for different stages. We’ll tailor scope and cadence to your needs.
2–3 weeks
Weekly cadence
Monthly close & ops
Quick answers to common questions about scope, tools, and outcomes.
Primarily remote with structured onsite as needed for implementations, inventory counts, or team workshops.
NetSuite and QuickBooks as core, plus integrations across payroll, expense, CRM, and data visualization stacks.
Discovery calls are typically available within a few business days; diagnostic sprints can begin the following week.
Tell us a bit about your finance stack and goals. We’ll follow up within one business day.
Prefer email? [email protected]