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Thank you, for contacting us! Weā€™re thrilled to connect and will respond to your inquiry within 24 hours. Meanwhile, explore our services to see how our fractional CFO expertise can empower your business. Check out our free guide for insights or follow us on social media for updates

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About me

As a resilient finance professional with a Chartered Financial Analyst (CFA) designation, I offer over 100,000 hours of experience across 20 diverse industries. My expertise in corporate finance, business consulting, and performance tracking empowers small to medium-sized enterprises and non-profits to navigate financial challenges and seize opportunities. Let my insights and strategies drive your business towards strategic growth, profitability, and peace of mind

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Unlock the Full Potential of CFO

Ready to take control of your financial future? Our tailored solutions provide your insights and guidance to drive growth and success. Start your journey with CFO Function today and elevate your business to new heights!

Core CFO Solution

$500 + |month

Level 1

Services include perspectives and insight through analysis of recent financial results. Core services also include visibility to near-term financial ā€˜course and speedā€™ through the Current Estimates or Cash Flow Forecast for the next 30, 60, 90 days.

Features Include:

  • Cash Flow Management for Peace of Mind
  • Current Estimate for Near-Term Financial Outlook
  • Monthly Financial Review and Analysis
  • Strategic Financial Guidance

* For the best results, we recommend a yearly commitment

Learn moreĀ Ā 

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Core CFO + Plus

$1500 + |month

Level 2

Elevate your business with proactive and in-depth financial planning, performance metrics, and risk management strategies.

Features Include:

  • Core CFO Support + Plus:
  • Comprehensive Financial Dashboard
  • KPI Analysis for Business Risks & Opportunities
  • Deep-Dive Into Profitability
  • Additional Check-In Calls to Coordinate Initiatives and Action PlansĀ 

* For the best results, we recommend a yearly commitment

Learn moreĀ Ā 

Start Here

Unlock the Full Potential of CFO

Ready to dive into the fascinating world of financial management and uncover all its secrets? ā€ØJoin our courses and start your journey into the world of CFO today!

Small Business, define or examples

Level 1

$1000|month

Services include perspectives and insight through analysis of recent financial results. Core services also include visibility to near-term financial ā€˜course and speedā€™ through the Current Estimates or Cash Flow Forecast for the next 30, 60, 90 days.

Features Include:

  • 1 meeting per month
  • Monthly Financials
  • Deep Dive & Cash Flow Forecast
  • New

* For the best results, we recommend a yearly subscription

Learn moreĀ Ā 

Start Here

Medium and Growing define and/or provide examples

Level 2

$2000 |month

Services include deep dives into product and service profitability; key performance indicator (KPI) development and tracking; assessments of potential risks & opportunities.

Features Include:

  • Core CFO Support + Plus:
  • Two Additional Monthly Meetings
  • Areas of Focus to Match Your Business' Risks & Opportunities
  • Core CFO Monthly Deep Dive into financial results
  • NewĀ 

* For the best results, we recommend a yearly subscription

Learn moreĀ Ā 

Start Here

Project

Ad-Hoc Financial Support

Tackle unique financial challenges with customized solutions

Services Offered:

  • Financial Feasibility
  • Competitive Analysis
  • New Ventures & Locations
  • Sustainable New Funding

* For the best results, we recommend a yearly subscription

Learn moreĀ Ā 

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