A fractional CFO can add value once you’ve outgrown basic bookkeeping and need insight, not just reporting. If you’re making growth decisions, planning for fundraising, struggling with cash flow, or simply want to understand your numbers at a deeper level, that’s the right time to bring in CFO-level guidance.
Investors and banks want clarity: strong financials, realistic forecasts, and a compelling growth story. I prepare board-ready reports, build scenario models, and give you the financial strategy that builds investor confidence—whether you’re raising debt or equity.
Ask yourself: Do you need more than bookkeeping? Do you want forecasts, dashboards, and strategic insight to drive growth? If so, you need a CFO-level partner. The right fractional CFO should communicate clearly, deliver measurable results, and feel like part of your leadership team.
Not necessarily. I often collaborate with CPAs and bookkeepers—my core role is strategy, forecasting, and decision support. However, if you need bookkeeping support, I can provide it as part of a broader engagement. The goal is always to make sure you have clean, reliable numbers as the foundation for high-level decision making.
→ Bookkeeping = record-keeping, Accounting = compliance, CFO = strategy + growth.
I work with a wide range of growth-minded businesses. My clients have included SaaS and service-based companies, e-commerce and consumer brands (nutrition products, peptides), restaurants, gyms, and emerging industries like drones. In my corporate role, I serve as CFO in the insurance sector, giving me deep experience in regulated, complex environments. What ties these industries together is the need for financial clarity, scalable systems, and strategic decision support—which is where I bring the most value.
