Fractional CFO and Accounting Services tailored to your Business
Too many businesses are run on weak reporting that impedes decision-making, instead of gaining a deep analysis of their business finances.
Even successful businesses are leaving money on the table if they’re not regularly evaluating the ins and outs of their financial statements.
Chances are your business is experiencing
You don’t have to hang on to the way it’s been done. Level up your accounting services to jumpstart your growth.
I go to bat for every client diving deep into the financials to tighten up bookkeeping and identify key opportunities that drive profitability.
As a licensed Big Four CPA and small business owner I deliver operationally-focused financial management services to clients who are seeking a more visionary financial strategy.
I function as your full scope accounting department so you get actionable data-driven insights that improve the efficiency and profitability of your business.
I clean up accounting messes, too. And ensure they won’t happen again.
Accountants are trained to be 2-dimensional, straight-line thinkers. When you get a 3-dimensional strategic vision for your business—you unlock all possibilities.
Strategic Accounting for Growth & Efficiency
Get a fully customizable accounting department for your business to either augment your existing accounting staff or provide end-to-end services.
Transform your accounting into actionable data and insights that inform better decisions and drive profitability.
Leverage financial modeling and scenario planning to forecast and grow your business. Use data to drive decisions for optimal outcomes.
Get weekly reconciliation of your books, updates to financial package and a video analysis of last week’s performance straight to your inbox. *for select clients who require more frequent financial analysis.
STRONGER TOGETHER
Let’s say you engage CFO services at $7500 per month. Sure you could afford to hire a solid Accounting Manager at that annual $90K. An Accounting Manager hire would be spending about 40% of time on bookkeeping, a level-down of services that would quickly get old for any high-performer. Meanwhile, high-level CFO tasks may be too far of a reach for this person (forecasting/tech implementations, etc).
When you hire me as your fractional CFO, I’m committing to flexing my skill set on a continual basis, performing the full scope of work you need at top capability.
I do the bookkeeping better than anyone.
I nail the Accounting Manager tasks.
I provide the visionary strategic guidance of a CFO that the Accounting Manager lacks.
With proven performance at all three levels, my clients get expert accounting and high-level financial guidance to drive long-term profitability.
And, whatever you’re spending on my services, you will exceed in additional revenue and cost savings. I will connect you to recent clients who attest to this claim.
