Fractional CFO & Outsourced Accounting Services

I provide part-time CFO and Big 4-quality accounting services to SMBs and advisory firms.

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Services Offered

Fractional CFO and Controller Services

Level up your Finance function to gain clarity over your business and drive growth.

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Accounting Advisory Services

Cost-effective, Big 4-quality accounting advisory experience to support your teams and clients.

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“As a business owner, your finance function should be as hands-off as possible. Your focus should be on bigger and better things, like strategic decision making and growing your business.”

-Colin Smith, CPA

Who I Work With…

Small and Growing Businesses & PE Firms

Small business owners are used to doing more with less.

However, at some point it makes sense to bring on an experienced professional to direct the financial side of your business.

If you find that your growth is stalling, profit margins are sagging, or need guidance on how or where to reinvest in your business, then it’s probably time to add a fractional CFO expert to your team.

Doing so will improve financial clarity into your business, allowing you to make better decisions, increase profitability and take home more money.

Here are some ways I can help:

Financial and KPI Dashboarding

Cash Flow Forecasting & Optimization

Month-End Close & Accounting Process Optimization

FP&A Modeling

Strategic Planning

Capital and Funding Support

Investor & Stakeholder Reporting

Project Management

Exit & Sale Planning

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CFO Services

Accounting and Advisory Firms

I provide flexible, Big 4 level advisory experience fellow accounting firms and boutiques.

With a diverse accounting and financial advisory experience, I can seamlessly plug in to support your team with a range of professional services, including:

CFO and Client Advisory Services

IPO Readiness

IFRS vs. US GAAP Assessments

Technical Accounting Analysis and Whitepapers

M&A Transaction and Post-Close Support

Transitions to New Accounting Standards

Business Valuation and Litigation Support

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Accounting Advisory

When Does it Make Sense to Hire a Fractional CFO?

Startups and small businesses generating between $500k – $15M in annual revenues tend to see the highest ROI from adding a part-time CFO. These are the companies I work with the most.

What Companies and Industries Do I Work With?

Financial leadership and experience translates across many industries. That being said, I have deep experience with and often serve the following industries and types of businesses:

SaaS and subscription-based startups
Professional service firms and agencies
Construction firms, contractors and other building trades (HVAC companies, roofers, electricians, etc.)
Online entrepreneurs, coaches and creators
Early stage and Series A/B Startups