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Fractional CFO Services

As a Fractional CFO, I help small businesses and SMEs navigate financial complexities, enhance profitability, and drive sustainable growth. With a strategic and hands-on approach, I provide expert guidance in key financial areas, ensuring your business stays financially strong and future-ready.

Core Services

• Strategic Planning – I develop and refine financial strategies aligned with your business goals, ensuring long-term success and resilience in an ever-changing market.

• Risk Management – By identifying potential financial risks and implementing mitigation strategies, I help safeguard your business from economic downturns, operational challenges, and market volatility.

• Performance Measurement – I establish key financial metrics and reporting structures to track progress, optimize efficiency, and enhance decision-making across your organization.

• Cash Flow Management – I ensure your business maintains healthy cash flow, balancing operational needs with growth opportunities while preventing financial shortfalls.

• Mergers & Acquisitions – Whether buying, selling, or merging, I provide financial due diligence, valuation analysis, and integration strategies to maximize deal success.

• Budgeting & Forecasting – I create detailed budgets and financial forecasts that provide clarity, accountability, and a roadmap for sustainable business growth.

• Fundraising – From equity financing to debt structuring, I assist in securing capital by preparing financial models, investor presentations, and lender negotiations.

• Product Pricing – I help you develop competitive and profitable pricing models based on cost structures, market demand, and value-based positioning.

• Capital Budgeting – I evaluate and prioritize investment opportunities, ensuring your capital is allocated to projects with the highest return potential.

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• Financial Strategy on Demand
  Even a short weekly session can help business owners make informed decisions around growth, cash flow, and operations—turning gut instincts into data-backed strategies.

• Clarity & Focus
  You can cut through the noise and give founders clarity on their numbers, where the money’s going, and what needs to happen next. It’s high-leverage time.

• Cash Flow Oversight
  Many businesses run into trouble because they don’t track or forecast cash properly. You can review cash flow weekly and flag risks early—often a 15-minute conversation that saves thousands.

• Quick-Action Financial Triage
  You can be on call to tackle immediate financial questions—pricing dilemmas, funding decisions, cost control measures—helping owners avoid expensive missteps.

• Investor Readiness
  In 2 hours a week, you can help a startup prepare solid financials and decks for angel or seed rounds, offering massive value without needing to be there full time.

• Budget & Forecast Tune-Ups
  Light, recurring check-ins allow you to guide updates to projections and budgets as the business evolves—keeping them nimble and accountable.

• Accountability & Decision Support
  Founders often just need someone to walk through decisions with—a sounding board who understands numbers and can say, “Here’s what the data suggests.”

With a tailored, results-driven approach, I serve as your trusted financial partner, empowering your business to scale confidently and operate efficiently. Let's build a financially strong and strategically sound future together.

Our services revolve around helping leaders and managers get where they want to be and reach the promises they've made to themselves, their teams and customers. With a tailored, results-driven approach, we serve as your trusted financial partner, empowering your business to scale confidently and operate efficiently. Some examples of where we can help include:

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• Capital Budgeting and Expansion Management into New Markets/Franchising - Want to take your business into new markets - geographic and otherwise? We evaluate and prioritize investment opportunities, ensuring your capital is allocated to projects with the highest return potential. We also prepare companies for expansion into new markets using a variety of methods such as franchising (ie. single,multi-unit, master franchising), shared managerial profit models, joint ventures and strategic alliances.

• Strategic Planning and Risk Management – We develop and refine financial strategies aligned with your business goals, ensuring long-term success and resilience in an ever-changing market. By identifying potential financial risks and implementing mitigation strategies, we help safeguard the organization from economic downturns, operational challenges, and market volatility.

• Improve Financial Performance and Optimize Pricing – If you think about it, a business is basically a collection of assets. How they are utilized ultimately determines return on our invested capital. We establish key financial metrics and reporting structures to track progress, optimize efficiency, and enhance decision-making across your organization. We help develop competitive and profitable pricing models based on cost structures, market demand, and value-based positioning.

• Cash Flow Management and Forecasting – We ensure your business maintains healthy cash flow, balancing operational needs with growth opportunities while preventing financial shortfalls. We help create detailed budgets and financial forecasts that provide clarity, accountability, and a roadmap for sustainable business growth.

• Mergers & Acquisitions – Whether buying, selling, or merging, we provide financial due diligence, valuation analysis, and integration strategies to maximize the value of the company. We work with company leadership to prep the organization for such a potential transition to maximize its value.​

• Raising Expansion Capital – From equity financing to debt structuring, we assist in securing capital by preparing financial models, investor presentations, and lender negotiations. Raising capital can be a worthy goal, but as my first finance professor said, "with shekals, come shackles".

• Improve Productivity/Time Management/Life Balance – The more value you can get out of the business relative to the time you put into it - the better. Time is a fixed resource, yet the sheer volume and speed of work and commitments can overwhelm and burden owners, senior leadership and employees alike. Time is a finite resource. It's one thing you can't create more of.  So using it efficiently allows us to live better.​ Whether we’re working with the CEO or front-line employee, we can customize a plan to help individuals and teams to better manage their time and process their commitments. 

• "Own" Your Business...Really! In theory, business owners are called "owners" for a reason. They want to own their businesses to gain greater control over the destiny. Sounds great but as their organizations grow, it can put demands on owners and senior leadership making life balance elusive, if not downright impossible. We work with owners to get their life back while effectively managing their organizations for success. The key is developing an ownership culture where employees truly care about the success of the business creating a competitive advantage.

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