STRATEGIC FINANCE SUPPORT FOR FOUNDERS BUILDING ON THEIR TERMS
I’ve got a CFO Service (and spreadsheet) with your name on it.
THREE WAYS TO WORK TOGETHER
The Intensive
A deep dive into your business that ends with a clear read and a plan you can act on.
Strategic Advisory
Your thinking partner for the money decisions that matter most.
Fractional CFO
Executive-level CFO strategy without the full-time hire.
The Intensive
One focused engagement. A clear read on your business and a plan you can act on.
For founders standing in front of a big money decision who need to see the whole picture first. I go under the numbers to find what you haven’t been able to see and hand you a clear path forward.
Perfect for:
Founders preparing for a fundraise, acquisition or restructuring
If you’re stuck on pricing, cash flow or profitability
Anyone who needs a thought partner before a big move
What’s included:
Intake questionnaire and a review of the financials you already use
A working session on what you want (in your business & your life) and what is standing in the way
A readout session where we talk though your options together
A written plan with financial guardrails and next steps
Strategic Advisory
Your thought partner for the money decisions that matter most.
Ongoing 1:1 support for founders who want someone in their corner while making business changes. I look at your money and your purpose in one picture. I’ll tell you the truth with care and help you decide what matters and what you can let go of.
Perfect for:
Founders in the middle of scaling, transition or acquisition
Anyone who want a sounding board before big decisions
If you’re ready to unlearn money habits that no longer serve you
Building a business that feels as good as it performs
What’s included:
Quarterly strategy conversations
Bi-weekly call holding space for where the business needs attention that week
Voice note support between sessions when a decision can’t wait
A clear read on what needs your attention and what doesn’t
Fractional CFO
Executive-level CFO strategy without the full-time hire.
For scaling founders who need executive finance expertise & guidance.
Perfect for:
Scaling founders who want to improve the bottom line, expand margins or extend cash runway
Founders preparing for a fundraise or investor/board reporting
Anyone that needs cash forecasting or working capital solutions
Guidance & infrastructure for your outsourced accounting team
What’s included:
Monthly financial oversight: budgeting, forecasting, P&L analysis
Strategic support for fundraising, investor relations, pricing, hiring and planning
Custom dashboards and reports that make sense to you
Regular check-ins to keep your business grounded and growing
Not sure which one fits?
Send me a note with a few details and we’ll figure it out together.