Fractional CFO for Houston owner-operators doing $2M–$15M. We build the cash visibility, forecasts, and unit economics that turn your financials from a rearview mirror into a steering wheel.
CPA · Big Four · 20 years inside Fortune 100 businesses
Book a working session See how we workEngagements start at $6,000/month after a $2,500 assessment.
Your books might be clean. Your P&L might even be on time. But you still can't answer the questions that matter:
If you're running on gut and last quarter's numbers, you're flying without instruments. That's what we fix.
Unit economics down to the product, location, job, or customer. Built in Power BI, Tableau, or Excel — whatever fits your team. Most fractional CFOs stop at a cleaned-up P&L. That's our floor, not our ceiling.
Forecasts you'd actually bet on. Scenario models for pricing, hiring, and expansion — not theater for a board meeting.
Know your 13-week cash position cold. Know which levers move it, and by how much.
Monthly packages your leadership team will actually read. Management-grade, not audit-grade. Shorter, sharper, built for action.
Three industries. Chosen on purpose.
Between $2M and $15M in revenue, with a finance function getting outrun by the business. We should talk.
This isn't a disclaimer. It's the product. We only grow with clients we'd recommend to a friend.
I built financial infrastructure for companies that measure revenue in billions. Now I build it for the ones measuring it in millions — because that's where better financial reporting changes the trajectory of a business. One operator at a time.
Fortune 100 toolkit at owner-operator scale. Built in Houston.
More about DerekMost engagements surface at least one significant financial opportunity in the first 30 days — a margin leak, a cash timing problem, or a cost that shouldn't be there. That finding alone typically covers months of fees.
A first call is 30 minutes, free, and direct. If we're a fit, we'll say so. If we're not, we'll tell you who is.