Ho·lis·tic
hō-ˈli-stik \ adjective
The idea that things should be studied as a whole and not by their parts.
Ho·lis·tic
hō-ˈli-stik \ adjective
The idea that things should be studied as a whole and not by their parts.
Tools and strategy to make confident business decisions.
Holistic Finance for Growth-Minded Businesses
With 15+ years of CFO experience, I help founders and executives turn financial data into strategic decisions. Faster closes, accurate forecasts, and actionable dashboards without the overhead of a full-time CFO
Fractional cfo Service Plans
Choose the level of support that matches your stage of growth. All plans include month-end close, clean financials, and responsive support
Essential Clarity
from $1,250/mo
- Fast month-end close (Day 5 target)
- Standardized reporting packs (P&L, balance sheet, cash flow)
- KPI basics: revenue, expenses, cash runway
- System cleanup & process optimization (QBO, Xero)
CFO Lite (Most Popular)
from $2,800/mo
- 3-week cash flow + rolling 12-month forecast
- KPI dashboards (growth, margins, customer health, DSO)
- Pricing & margin analysis
- Monthly strategy call with leadership
Fractional CFO
Custom, starting at $5k/mo
- Board-ready financial reporting & OKRs
- Scenario modeling & what-if analysis
- Fundraising prep (equity vs. debt)
- Growth strategy + M&A advisory
- Tech stack optimization (ERP, BI, AP/AR automation)
Client outcomes
Faster Close
Growth Acceleration
Extended Runway
- Reduced monthly close from Day 20→ Day 5
- Delivered reliable, audit-ready financials every month
- Created more time for decision-making, less time chasing numbers
Extended Runway
Growth Acceleration
Extended Runway
- 13-week cash forecast revealed hidden cash drains
- Optimized spend extended runway by 6+ months
- Peace of mind for founders and investors
Growth Acceleration
Growth Acceleration
Growth Acceleration
- Built KPI dashboards that highlighted pricing issues
- Margin improved by +8 pts in 90 days
- Board-ready reporting accelerated fundraising