I help business owners gain clarity and control over their financials when hiring a full-time CFO or Controller doesn’t make sense yet.

As a CPA with over 16 years of experience, I step into companies that need hands-on financial leadership — whether that means cleaning up messy books, improving cash flow visibility, building reliable forecasts, or owning month-end close and financial reporting.

My approach is practical and straightforward. I work directly with you, take ownership of the finance function, and deliver clear, decision-ready information you can trust.

If you’re looking for a fractional CFO or Controller who can both think strategically and execute at the detail level, I’d be glad to connect.

Fractional CFO & Controller Services

Hands-On Financial Leadership for Growing Businesses

How I Typically Help

CFO Services
  • Cash flow forecasting and liquidity planning

  • Budgeting, forecasting, and variance analysis

  • Financial modeling for growth or scenario planning

  • Executive-level reporting and insights

  • Margin analysis and profitability improvement

  • Support for lenders, investors, and financing discussions

  • Strategic financial guidance during growth or transition

Controller Services
  • Own month-end close and financial reporting

  • Prepare accurate, timely financial statements

  • Clean up and reconcile general ledger accounts

  • Design and implement internal controls

  • Ensure GAAP-compliant accounting and reporting

  • Inventory and cost accounting support

  • Manage and improve accounting processes

Get in Touch

This form is the best way to get in touch and start an initial conversation.
This is not a sales call — just an initial conversation to understand your situation and see if I can help.