Services
Financial
From financial literacy to development of forecasts, strategic plans, and detailed business reviews—I will position you to make informed decisions and measure success in the best interest of your company using insights from financial statement analysis.
Strategic
Together we will envision your business through frameworks such as the business model canvas, SWOT analysis, industry landscape, and development frameworks to plot a course guided by sound decisions, goals, and a creative mindset.
Communications
Inform, persuade, and inspire your clients, employees, or investors by employing robust communication tools such as 4 P’s, structural parallelism and formatting, and the audience centric approach to communicate with clarity and demonstrate concepts.
Business development is a dynamic, cyclical journey, not a linear path. We begin by thoroughly assessing your business's current state and comparing it with your strategic vision and desired outcomes. From this comprehensive understanding, we craft a strategic roadmap with clear, actionable steps designed to bridge the gap between where you are and where you want to be.
Our approach is inherently adaptive. Through monthly strategic meetings, we track progress, gather insights, and make data-driven adjustments. This iterative process ensures our strategy remains fluid and responsive, transforming business development into a living, breathing approach that evolves with your organization.
No budget for a full time CFO?
We’ve got a solution:
Fractional CFO services deliver high-level financial expertise at a fraction of traditional hiring costs. Our tailored approach guides businesses through strategic financial planning, reporting, cash flow optimization, risk management, and fundraising. With customizable engagement models, we provide scalable financial leadership that adapts to your company's unique needs and growth trajectory. Key benefits include:
Cost-effective financial executive support
Customized financial modeling
Strategic business insights
Flexible engagement options
Comprehensive financial management
Ideal for startups, small and medium-sized businesses (SMBs), and companies seeking professional financial guidance without full-time executive overhead.
What is a Fractional CFO?
A fractional CFO is a part-time financial executive who provides high-level financial expertise to businesses without the cost of full-time hire. These professionals offer strategic financial guidance on a contractual or project basis, making them ideal for startups, SMBs, growing companies, interim positions, and special contract-based projects such as merger preparation.
Fractional CFOs help companies overcome financial challenges, optimize strategies, and scale operations efficiently. They bring valuable experience from working with multiple organizations—they offer insights that can drive growth and profitability.
Why Work With Me?
Personalized Attention: My practice and partnership will create a dedicated team to ensure you get the tailored support and hands-on approach you deserve.
Veteran Expertise: With military precision and discipline, I offer strategic insights and solutions honed through years of service and business acumen.
Comprehensive Solutions: Whether you need help with financial management, strategic planning, or enhancing your communications, I provide end-to-end consulting designed to meet your specific needs.
Proven Track Record: My experience working with small businesses means I understand the nuances of your industry and am committed to delivering measurable results.
Community Focused: As a veteran-owned firm, I am invested in the success of our community. When you work with me, you're supporting a business that values and contributes to your economy and community.