Services

I provide strategic financial leadership, built specifically for tailor made for start-up, growth companies and companies in transition. I help companies scale with confidence by helping create clarity and purpose, a focused strategy and proper financial structure. My CFO services go far beyond traditional consulting—I become an embedded part of your team, helping you navigate growth, optimize financial performance, and make smarter, data-driven decisions.

You get the customized CFO expertise you need, giving your business the financial leadership necessary to drive real, lasting results.

Financial Strategy & Planning

I align financial goals with business objectives to ensure sustainable growth and long-term success. Whether you're securing funding, managing cash flow, or preparing for scale, I provide the financial clarity and strategic insights needed to drive informed decision-making.

  • Financial forecasting & scenario planning

  • Cash flow management & liquidity planning

  • Business model evaluation & KPI development

  • Financial function creation and team oversight

  • Board & investor reporting

FP&A & Data-Driven Decision Making

My expertise in financial planning & analysis (FP&A) enables startups and small businesses to understand their numbers, mitigate risks, and seize opportunities. I translate complex financial data into actionable strategies that help you operate with confidence.

  • Scenario planning and sensitivity analysis

  • Revenue strategy & pricing optimization

  • Cost structure analysis & margin improvement

  • Investment & capital allocation strategy

  • Operational & Unit Economics Analysis

Strategic Transitions

Startups and small businesses face unexpected challenges—whether it’s navigating an economic downturn, restructuring operations, or working to achieve the next round of investment. I specialize in helping businesses pivot, optimize outcomes, and protect stakeholders in high-stakes situations.

  • Business restructuring & turnaround planning

  • M&A & investment-round support

  • Strategic growth & exit planning

  • Risk mitigation & operational efficiency

How to Work Together

  • For startups and small businesses that need continuous financial leadership but aren’t ready for a full-time CFO, our fractional CFO model provides ongoing, high-impact financial expertise at a sustainable cost.

    • Part-time CFO leadership embedded within your team

    • Regular financial strategy sessions and executive decision support

    • Ongoing cash flow management, forecasting, and board reporting

    • Continuous performance tracking, budgeting, and KPI analysis

    Best For: Growing startups and small businesses that need a trusted finance leader without the cost of a full-time hire.

  • Some financial challenges require deep expertise for a defined period—whether it’s preparing for a funding round, financial restructuring, or major strategic shift. Project-based engagements provide targeted CFO-level support where and when you need it most.

    • Fundraising & investor readiness – financial modeling, pitch support, due diligence

    • M&A & exit planning – strategic preparation, deal structuring, and negotiations

    • Restructuring & turnaround planning – cost optimization, financial recovery, and risk mitigation

    • Operational financial reviews – margin improvement, pricing strategy, and cost structure analysis

    Best For: Businesses facing a specific financial challenge, transition, or growth milestone that requires expert financial leadership for a defined period.

  • For businesses that already have an internal finance team, but need high-level financial oversight, I offer an advisory model focused on strategy, board communication, and financial governance.

    • Board & investor reporting – clear, data-driven financial insights to support decision-making

    • Financial strategy & business planning – long-term forecasting and scenario analysis

    • Finance team evaluation & structure optimization – ensuring the right financial talent is in place

    • Special projects & executive coaching – guiding finance leaders and executives on key financial decisions

    Best For: For companies with an internal finance team in place, but who need senior-level financial guidance, oversight, or a trusted advisor to the CEO or board.

Contact Me

If you're a founder or business leader and you are starting to feel the need for financial clarity, structure or strategic support — let’s connect.