A fractional financial partner provides executive-level financial support without the cost of a full-time hire. I step in as your strategic financial guide, helping with cash flow management, forecasting, financial planning, and decision-making so you can run your business with clarity and confidence.

Hiring a full-time CFO is expensive and often unnecessary for small to mid-sized businesses. As a fractional financial partner, I provide the same level of expertise and strategy—tailored to your needs—at a fraction of the cost. You only pay for the time and services your business truly requires.

I help you understand the story behind your numbers. By analyzing your revenue streams, expenses, and financial trends, I create strategies for sustainable growth. From forecasting to budgeting, I ensure your money is working for you, not against you.

I partner with small and mid-sized business owners, entrepreneurs, and growing startups who need financial clarity but aren’t ready for—or don’t need—a full-time CFO.

Costs vary based on your business needs. I offer customized packages that may include monthly financial reviews, forecasting, strategic planning, or ongoing advisory support. My goal is to give you financial expertise that fits your budget.

Yes! Cash flow is one of the biggest challenges for business owners. I’ll break down where money is coming in, where it’s going out, and create a plan to stabilize and grow your cash reserves.

An accountant typically focuses on compliance—bookkeeping, taxes, and reporting. A fractional financial partner goes beyond that. I help you interpret your numbers, forecast future performance, and make data-driven decisions that align with your long-term goals.

I work virtually with clients across the U.S., using secure tools to review financials, provide strategy sessions, and keep communication seamless. If needed, in-person meetings may be arranged.

Absolutely. Forecasting is one of my specialties. I’ll help you project your revenue, plan for expenses, and prepare for different business scenarios so you can make smarter, future-focused decisions.

The first step is a discovery call where we talk about your business, your goals, and your financial challenges. From there, I’ll recommend the right level of support and put together a custom plan to help you move forward with clarity.

If you’re asking questions like:

“Where is all my money going?”

“How can I pay myself consistently?”

“What should I budget for growth?”

“Do I have enough cash to hire?”

…then partnering with a fractional financial expert will give you clarity and peace of mind.