Phase 01
Financial Diagnostic
Assess reporting fidelity, cash dynamics, and risk exposure.
Helping business owners increase revenue, profitability,
and strengthen cash flow
Get CFO-level expertise without CFO-level costs. I bring 15+ years of finance leadership to startups and growing companies.
Access strategic finance leadership at a fraction of the cost of a full-time CFO.
Start seeing results from day one. No learning curve. I deploy proven financial frameworks immediately.
Professional financial reporting, forecasting, and board presentations that meet shareholder standards.
Comprehensive financial leadership.
Developing long-term financial plans aligned with business goals. I work with founders and leadership teams at companies like Profit Arc to translate ambition into a viable financial roadmap.
Building forecasting models and cash management processes that give leadership teams real-time visibility into liquidity, runway, and capital requirements before problems arise.
Constructing detailed budgets and scenario models that support confident decision-making. I design systems that are practical to maintain and useful beyond the initial build.
Identifying margin drivers and cost inefficiencies across business units. I help leadership understand which products, customers, and operations create the most value.
Designing KPI frameworks and executive dashboards that surface what matters. Reporting should drive accountability, not just document outcomes.
Improving financial controls, processes, and systems to support scale. I establish the infrastructure that growing businesses need before they outgrow informal approaches.
Quantitative impact delivered.
Structured phases that adapt as you grows
Phase 01
Assess reporting fidelity, cash dynamics, and risk exposure.
Phase 02
Install forecasting cadence, KPI logic, and board-level reporting format.
Phase 03
Embed ownership and controls, then transition to internal finance leadership.
We increased our net profit by 38% and finally had the financial visibility to make confident growth decisions.
This has transformed the way we manage our business. We went from reacting to our financials to making proactive, strategic decisions that significantly improved our profitability.
They don't just provide financial statements, she also provides the clarity and strategy every CEO needs to confidently grow their business.
A structured cadence from assessment to scale.
Review cash, KPIs, controls, and reporting quality in week one.
Fix critical leaks and establish a reliable monthly finance rhythm.
Implement forecasting, board reporting, and investor-readiness systems.
Support fundraising, M&A, and long-range planning as complexity grows.
Most engagements start within 1-2 weeks. Urgent cases can start sooner.
Yes. I typically partner with controllers, operators, and founders without replacing your team.
Fractional retainers are typically 6 months