There are three ways to tell: the shape of your business, the problems you're trying to solve, and how my engagement differs from a typical fractional CFO. If any of them sounds like you, a 30-minute call sorts out the rest.
If you're earlier-stage, later-stage, or a different kind of business, the work often still applies. This is just where the fit is strongest.
Remote-first. The work runs over video, shared docs, and async comms — so location doesn’t matter. I work with founders anywhere.
The four problems that come up most often. If one sounds like your business, the engagement linked beneath it is usually the right place to start.
“We don't have any real financial infrastructure. Big decisions get made on gut feel and whatever last month's sales were.”
Install the measurement system underneath the business. Monthly P&L with line-level visibility, KPI dashboard, working-capital tools, and the operating cadence that makes the numbers usable for decisions.
Frameworks: measurement system · working capital tools · operating cadence
→ 90-Day Starting Package“We keep hitting the same problems. Margin slips, cash gets tight, ads stop working. Different month, same script.”
A diagnostic that maps the rut. The leak is usually one of two structural things — spend that’s stopped earning its keep, or capital allocated in silos that should be one decision. Identify the structural issue, propose the fix, install if you want me to.
Frameworks: spend efficiency analysis · capital allocation discipline
→ Advisor Retainer“Where do we actually stand right now? What should I be worried about that I'm not seeing?”
A scoped financial health check produces a one-page snapshot: cash runway, working-capital trajectory, margin trends, debt-service capacity, and concentration risks. A clear read on where you stand.
Frameworks: working capital discipline · concentration risk · margin profile
→ One-Time Project“I want to know what's actually earning its keep and what isn't. Which channels, which SKUs, which spend lines.”
Historical performance analysis with everything in one financial frame: channel, segment, and line item. You get specific recommendations on what to scale, what to cut, and what to rework.
Frameworks: per-segment performance · spend efficiency · capital allocation
→ One-Time ProjectFour things that set the work apart from a typical fractional CFO. The frameworks above are common among good operators; these are the choices that make my version different.
Most fractional CFOs start in audit and stay external. Mine started in public-accounting audit and kept moving inside — real estate portfolio management with institutional investors, internal accounting at public and private companies, FP&A research, and today, finance leadership of a $50M operating business. Finance is the system I use to run businesses, not the strategy.
Channel CAC, contribution margin, and the P&L belong in the same view. Most fractional CFOs hand the marketing team a budget; I work alongside the CMO on channel mix, ad spend efficiency, and the unit economics that connect them.
I don't ship slide decks that go in a drawer. The measurement system, dashboards, and forecasting tools we build during an engagement stay with you afterward. The tools on this site show the kind of work I build for clients.
Most advisors optimize for institutional norms: VC-friendly metrics, conformist reporting, playing it safe. I work backward from what you actually want: paying yourself, scaling to an exit, raising on your terms, or staying private and profitable. The path looks different in each case.
If one of these reads like your business, the next step is a 30-minute call to confirm fit and pick the right engagement.
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