What I Do:
Business owners do not need more reports. They need clear answers and confident decisions. Here is where I help:
Cash flow forecasting. Know what is coming 90 days out, so cash never blindsides you.
Budgeting and forecasting. Plans built around how your business actually runs, not off a template.
Profitability analysis. See which products, services, and customers truly make money, and which ones quietly drain it.
Board, bank, and lender reporting. Clear, credible numbers that build trust and help unlock capital.
Financial cleanup. Turn messy books into reliable data you can actually make decisions with.
What I am not:
I am not your bookkeeper or controller. I will not do your books. I will help you make smarter decisions with them..
Who I Work With:
I work best with small and mid-sized businesses that have outgrown "the owner does the finances" but are not ready for a full-time CFO.
You are probably a fit if:
• You are scaling and need financial decisions to keep up
• Your margins are slipping and you are not sure where
• You are preparing for a loan, raise, or major investment
• You have a bookkeeper or controller but no strategic finance leader
• You are tired of flying blind on cash and profitability
Industries I know well:
Manufacturing, distribution, energy, and real estate, though strong financial discipline travels across industries.
My Approach:
1) Complete Inquiry Form
Answer a few questions so I can understand your situation and whether I'm the right fit.
I start by understanding your problems before I propose any solutions. A short form and a free 30-minute call tell me what you're really up against, and from there I put together a clear plan that speaks directly to those challenges. Sometimes that's a single focused project, sometimes it's ongoing support. Either way, you'll see exactly what I'm recommending, and what it costs, before any work begins.
2) Introductory Call
We have a free 30-minute conversation where you walk me through your challenges and goals.
4) We Get to Work
If it is a fit, we put the plan into action.
3) Proposal
I develop a clear plan that addresses the problems we discussed, with goals, scope, timing, and cost. Sometimes that's a single focused project; sometimes it's ongoing support.
Why Work with Me:
Two decades of real financial leadership stands behind the work I do.
Some highlights from my corporate career:
• Freed up $36M in working capital by tightening forecasting and inventory cycles
• Supported a warehouse and freight network optimization that cut $11M in annual distribution costs
• Negotiated a $70M receivables facility that improved liquidity and saved roughly $1.3M a year in interest
• Served on the core team through an IPO and major capital raises
That is the same discipline I now bring to smaller businesses, right-sized for where you are.
Credentials:
• 20+ years leading core finance functions
• MS, Finance, Washington University in St. Louis
• Experience across private equity backed and high-growth companies
Ready to Talk?
If your financials feel like a black box, let's open them up together. Complete the inquiry form and we will see whether I am the right fit.
Frequently Asked Questions
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It means you get experienced, senior financial leadership part-time — a fraction of a full-time CFO's hours, at a fraction of the cost. You get the expertise without a six-figure salary on your payroll.
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A bookkeeper records what happened. A controller keeps the books accurate and compliant. A CFO looks forward — forecasting cash, analyzing profitability, and helping you make strategic decisions. I complement your existing team; I don't replace them.
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That depends on your needs. Some clients need help on a specific project; some need a couple of days a month; others need more during a busy stretch. We'll size it together and adjust as your business changes.
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After an intro call, most engagements can begin within two weeks.
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Every business is different, so I don't quote a flat rate up front. After our introductory call, I'll put together a proposal based on what you actually need, and that's where we'll discuss cost. Pricing depends on the time involved and the complexity of the work, and I'll always do my best to fit it reasonably within your budget.