Numbers Are Just the Start
With CFO support, you get more than reports—you get answers.
Here’s what I help you track, understand, and plan:
- Cash Flow Clarity: Know what’s coming in, what’s going out, and what needs attention—before it’s urgent.
- Forecasting & Planning: Map out what’s ahead, so you can grow on your terms.
- Profitability Insights: Spot what’s working (and what’s not) to boost your bottom line.
- Financial Strategy: Align your goals with your numbers, creating a roadmap for smart, sustainable growth.
It’s not about drowning in data. It’s about focusing on what matters most.
CFO Support, Without the Full-Time Price Tag
You don’t need to hire a full-time CFO to get high-level guidance.
Here’s what I bring to the table:
- Flexible Advisory Packages: Support that fits your business and your budget—monthly, quarterly, or project-based.
- Custom Financial Roadmaps: Strategies tailored to your goals, industry, and growth stage.
- Collaborative Approach: You stay in control—I just help you make smarter moves.
This is your business. I simply help you lead it with confidence.
See the Whole Picture—And Know Your Next Step
You’ve built something great. Now it’s time to sharpen your strategy.
Let’s work together to create a clear financial plan that keeps you focused, prepared, and ready for whatever comes next.
Questions and Concerns
View answers to common questions
How much do you charge?
That depends on what you need and how involved you want us to be. We will discuss what amount of help you are wanting on our call then I can give you a more precise cost.
How much work will I have to do as the owner?
Depending on how much you have us handle, there will be a certain level of engagement each month so that we can stay current and so you can stay informed. It’s to be expected that the first few weeks will be more intensive as we are setting up processes and access to systems. But we’re a team, so we’ll discuss with you how hands-on you want to be so that you will be completely happy with our partnership.
Can you help my business be profitable?
We can help you understand your numbers and how to start to move them towards reaching your goals. We coach to clear, easy to understand cash flow systems for both professional and personal finances. We also offer an additional CFO Service called Benchmarking, which allows you to compare your business to other like-businesses in the industry, giving you a better overall understanding of your business' financial health.
Are you going to change everything in my business?
We will suggest how you can improve things, but it’s up to you to decide whether you will implement our suggestions. Remember that the old way you’ve been doing things is not working for you, which is why you are coming to us in the first place. If you are willing to try our suggestions and give constructive feedback then you will be confident that the changes you make will transform your business for the better.
Do you do taxes?
No… but we will work with your tax professional. If you are seeking specific tax advice we can work together to find one to meet your needs.
Can I trust you to handle my accounts?
I used to be a 911 dispatcher and assistant bank manager so I have passed a lot of background checks and understand account security. My business is based on confidentiality and integrity, it’s my personal code of ethics that I have developed into a reputation. That said, what I’ve found that works best is to start out small, like a first date, with a face-to-face or Zoom meeting. We can get to know each other and see if we’ll be a good fit for working together, slowly building trust. We can progressively do more working towards a long-term, trusted relationship that is good for everyone.
How do we know if we will be a good fit?
What we’re looking for in a client is that they are CLEAR: Curious about their numbers, Led by purpose, Eager to grow, Aligned with values (integrity, purpose, respect for boundaries, collaborative) and Ready to transform. Let’s chat and see if we’re what you’re looking for?
What if things don't work out?
If you decide that you no longer need our help, rest assured that you will retain complete control of your systems and your data. Since you are the owner of your financial software files you will still have total access. But we’re confident that once we work together for a while, you’ll be so happy that you’ll want to have us at your side as your business continues to grow.
