Services
CFO-level expertise, built around your stage.
Every engagement is tailored — no cookie-cutter packages. I work with you to identify exactly what your business needs and deliver it with the depth of a full-time CFO.
Financial Strategy & Planning
Build a financial foundation that supports confident decision-making at every level of your organization.
- Annual budgeting and multi-year financial modeling
- Scenario planning and sensitivity analysis
- KPI framework design and board-ready reporting
- Financial forecasting and variance analysis
- Strategic planning facilitation with leadership teams
01
Financial Strategy & Planning
Build a financial foundation that supports confident decision-making at every level of your organization.
Cash Flow Management
Protect your runway, optimize working capital, and build the financial discipline that keeps your business resilient.
- 13-week and rolling cash flow forecasting
- Working capital optimization
- Accounts receivable and payable process improvement
- Banking relationship management
- Liquidity risk assessment and contingency planning
02
Cash Flow Management
Protect your runway, optimize working capital, and build the financial discipline that keeps your business resilient.
Fundraising & Investor Relations
From seed to Series C and beyond — I help you tell a compelling financial story and navigate the capital markets with confidence.
- Investor-ready financial model development
- QoE preparedness
- Pitch deck financial narrative and data room preparation
- Due diligence management and support
- Term sheet review and negotiation support
- Ongoing investor reporting and board communication
03
Fundraising & Investor Relations
From seed to Series C and beyond — I help you tell a compelling financial story and navigate the capital markets with confidence.
Finance Function Build-Out
Whether you're standing up finance from scratch or scaling an existing team, I help you build the infrastructure to grow.
- Accounting systems selection and implementation
- Finance team hiring and organizational design
- Internal controls and compliance frameworks
- Month-end close process optimization
- ERP and financial software integration
04
Finance Function Build-Out
Whether you're standing up finance from scratch or scaling an existing team, I help you build the infrastructure to grow.
Engagement models
Flexible to fit your needs.
I offer several ways to work together depending on your stage, budget, and the depth of support you need.
Fractional CFO Retainer
An ongoing embedded partnership. I attend leadership meetings, manage investor relationships, and serve as your strategic financial partner — typically 8–20 hours per month.
Best for: Growth-stage companies and PE-backed businesses
Project-Based Engagement
Focused support for a specific initiative — a fundraising round, a financial model build, a cash flow crisis, or a finance function audit. Defined scope, defined timeline.
Best for: Startups and companies with a specific near-term need
Advisory & Coaching
Strategic guidance for founders and finance leaders who need a sounding board. Monthly calls, on-demand access, and expert perspective without a full engagement.
Best for: Early-stage founders and first-time CFOs
Not sure which engagement is right for you?
Let's talk. A 30-minute discovery call is the fastest way to figure out what your business actually needs.