Fractional Finance for Growing Businesses
Most small businesses aren't ready for a full-time finance team—and they shouldn't have to be. I specialize in providing strategic financial planning, forecasting, and operational support when needs grow beyond basic accounting.
Who I Help
Solo Entrepreneurs
Founders establishing their first financial systems and seeking guidance on budgeting, forecasting, and cash flow management.
Small Business Owners
Operators aiming to stabilize and grow their businesses with streamlined financial processes and operational efficiencies.
Service-Based Companies
Agencies and consultancies requiring strategic financial oversight to enhance profitability and scalability.
Owner-Led Businesses Seeking Investment
Enterprises preparing for financing rounds, needing credible financial reporting and projections to attract investors.
Established Businesses Planning for Expansion or Exit
Companies navigating complex growth strategies, mergers, acquisitions, or succession planning, requiring support
How can I help
Foundational & Growth Stage
For entrepreneurs and business owners building strong financial foundations and scaling toward growth.
Develop Scalable Accounting & Finance Function
Financial Health Check-Up Reports
Budgeting, Forecasting & Reporting
Strategic Micro Review Meetings
Cash Flow Management & Advanced Forecasting
Process Improvement & Workflow Design
Digital System Migration Optomization & Tech Stack Build-Out
Internal Controls Setup, Review & Strengthening
GAAP Compliance
Advanced/Strategic Stage
For established business owners navigating complex growth, strategic decisions, and future planning.
Business Forecasting & Scenario Modeling
Ad Hoc Financial Projects & Analysis
Advanced Tech Stack Optimization
KPI Framework Development & Integration
Digital Transformation Leadership
Internal Controls Optimization
M&A Support & Financial Due Diligence
Sale of Business Strategy & Exit Planning
Strategic Liaison with Legal, Tax, and Advisory Teams