Most small businesses don't need a full-time CFO. They need the right financial insight, at the right time — delivered by someone who has sat at both the operator's table and the accountant's desk.
Traditional accountants tell you what happened. Coaches help you think differently. CFO as a Service does both — and goes further into the operational and management dimensions of your business that most financial advisors never touch.
This isn't a financial audit. It's a deep look at how your business actually works — where the money flows, where decisions are made, where structure is missing — and what to do about it.
"I don't just read your numbers — I look at the whole organism. The gaps that show up on a P&L usually started somewhere in management, structure, or process. That's where we go."
Start wherever makes sense. A free call costs nothing and gives us both a clear picture of where to go next.
Before any engagement begins, we have a conversation. You tell me about your business — where it is, where you want it to go, and what's keeping you up at night. I'll ask questions, share initial observations, and we'll both determine whether and how working together makes sense.
A structured, in-depth look at your business across financial and operational dimensions. This is not a financial audit or a bookkeeping review — it goes much further, examining management structure, operational processes, decision-making systems, and the financial implications of how your business is actually run.
The product is a detailed written report: identified gaps, specific recommendations, and a prioritized path forward.
Ongoing, embedded financial leadership for businesses that need more than occasional advice. As your fractional CFO or Controller, I work alongside you on a regular basis — attending key meetings, reviewing financials, guiding decisions, and helping you build the financial infrastructure your business needs to scale.
Hours, scope, and cadence are determined together based on your business's actual needs and evolution.
It helps to be clear about boundaries. This service is designed to complement your existing financial infrastructure — not replace it.
Day-to-day transaction recording and tax filing are outside this scope. I work alongside your bookkeeper and accountant — not instead of them.
This is strategic and advisory — not a formal assurance engagement. If you need audited statements, I can help you find the right firm.
If your business is in acute financial distress, the Financial ER program is the right starting point. CFO as a Service is for businesses that are operating and want to operate better.
Book a 30–45 minute introduction call. No pitch, no pressure — just an honest conversation about your business and whether this is the right fit.