Advisory Support
Strategic financial guidance, in plain language
An ongoing partnership that helps you understand your numbers and use them to run a more successful business.
When numbers reveal the full picture of your business, you can spend less time worrying about the books and more time focusing on the work you’re passionate about.
Who it’s for
It works best for established owners who already have bookkeeping in place and want a strategic partner. If you’re doing well and want to do it with more clarity and confidence, you’re in the right place. You’ve got the foundation, now let’s create the success that matters most to you.
I spent more than twenty years in financial reporting and analysis, across companies ranging from $1MM to $14BN, before starting my own practice. I’ve sat on the other side of these decisions, and I know how much easier they get with someone to think them through with.
What I help you with
Financial clarity
A clear, current read on where your business stands.
Cash flow strategy
Plan around what’s coming so cash never catches you off guard.
Profitability
Understand what’s actually making money, and what’s not.
Decision support
Think through the big moves (pricing, hiring, growth) with a partner.
Blind-spot review
Catch the risks and opportunities hiding in the numbers.
Planning ahead
Build a financial view that keeps up with where the business is going.
What working together looks like
Advisory is a relationship, not a one-time report.
Most engagements include monthly working sessions, a clear view of your key numbers, and a steady line to me when a decision comes up. I shape the cadence around your business and your needs. My approach is collaborative and supportive, focusing on interpretation, guidance, and strategy.
You keep your accountant. I partner with you. You know the business. I bring the financial perspective and the questions that get us to the heart of what’s happening.
What a fractional CFO is
A fractional CFO is a chief financial officer you share.
Instead of hiring a full-time executive, you get senior financial judgment for a few days a month, someone to read the numbers with you, plan the cash, and think through the decisions that matter.
- Your bookkeeper still keeps the books.
- Your accountant still handles tax.
- What I add is the layer in between, where the numbers turn into choices.
Your numbers should do more than tell you what happened.
They should help you decide what happens next.
Wondering whether it’s a fit?
The best way to find out is a Coffee Chat. I’ll talk it through with you, no pressure.