Virtual CFO & Strategist
Turning Data into Colorful Growth.
I bridge the gap between messy spreadsheets and visionary leadership. Get institutional-grade financial strategy without the corporate jargon.
ROI
Driven
Driven
I bridge the gap between messy spreadsheets and visionary leadership. Get institutional-grade financial strategy without the corporate jargon.
Modern businesses move too fast for traditional accounting. Here is how my approach changes the trajectory of your company.
I translate complex P&L statements into plain-English narratives that your entire team can rally behind.
Instead of just reporting what happened last month, we build dynamic models to predict and shape the future.
Deep tactical management of working capital to ensure you have the runway needed to execute bold ideas.
Implementation of modern cloud stacks to automate the boring stuff and highlight real-time KPI dashboards.
Tailored financial frameworks designed for scaling startups, agencies, and modern brands.
Real numbers. Real growth. A snapshot of what happens when strategy meets execution.
A proven, systematic approach to transforming your financial operations from a black box into a strategic engine.
We start by ripping off the band-aid. I conduct a comprehensive review of your historical data, current accounting software setup, and identifying immediate cash leaks or compliance risks within the first 14 days.
Once the foundation is secure, we build the map. This involves creating a rolling 12-month financial model, setting up unit economic tracking, and defining the 3-5 KPIs that actually drive your business forward.
Say goodbye to manual data entry. We integrate cloud-based expense management, automated invoicing, and live dashboarding tools (like Fathom or Synder) so you have 24/7 visibility without calling your accountant.
We shift to our recurring advisory rhythm. Monthly executive meetings to review variances against the model, adjust forecasts based on market realities, and proactively plan for hiring, expansion, or fundraising.
Don't just take my word for it. Here is what founders and CEOs say about working with me.
Have questions? Ready to restructure your financial strategy? Reach out.
Both. For established companies needing ongoing guidance, I operate on a Virtual CFO retainer (minimum 6-month commitment). For specific needs like fundraising models, M&A prep, or turnaround strategies, I offer fixed-fee project scopes. We determine the best fit during our discovery call.
My sweet spot is companies generating between $1M and $20M in annual revenue. At this stage, the business is too complex for basic bookkeeping but may not yet require a full-time, $200k/year in-house CFO. I bridge that gap perfectly.
I am software agnostic but highly prefer cloud-native stacks. Typically, this looks like QuickBooks Online or Xero for the ledger, Gusto or Rippling for payroll, Ramp or Brex for spend management, and custom integrations via Excel/Google Sheets or BI tools for modeling.
Immediate clarity happens within the first 14-30 days during the "Deep Dive Audit" phase. Tangible ROI (like extended runway, reduced overhead, or improved margins) typically materializes within the first 90 days of implementing the new strategic blueprint.