Most engagements get up and running quickly. The goal is to get to actual work fast, not spend weeks on scoping and paperwork.
We work with a deliberately small number of clients. The work only delivers real value when we're embedded in how you run the business — not servicing accounts from a distance.
30 minutes. We cover where you are, what's most pressing, and whether this is the right fit. No prep required — just a direct conversation.
A structured review of your financials, reporting, and gaps. Delivered as a written summary with your top priorities ranked and explained. Most clients start here.
We agree on the right engagement level, cadence, and first 90-day focus. Access is set up, your team is introduced, and we get to work.
Monthly reporting, regular strategy calls, and ongoing advisory — embedded in how you run the business, not handed off at the end of a project.
Ambiguity at the beginning of an engagement costs time. Here's what the first month looks like so you know exactly what to expect.
I get read access to your accounting system, recent financial statements, and any existing reports or models. We have a 60-minute intake call to understand your business, your team, and your most urgent questions.
I review the last 12 months of financials, identify gaps in reporting and forecasting, and flag any immediate cash flow or margin concerns that need attention.
We meet to agree on the top three areas to address first. You get a written summary of findings and a proposed 90-day focus plan before we move into execution.
Depending on scope, this is typically an updated cash flow model, a revised reporting package, or the first draft of a rolling forecast — something concrete you can use immediately.
We work with a small number of clients on a retainer after an initial 3-month commitment. After 3 months, agreements convert to month-to-month with 30 days' notice. Most clients start with the Assessment.
Final retainer scoped during the Assessment. All engagements include monthly video calls and written reporting. Will travel when the work calls for it.
Fractional CFO support works best when it's ongoing — embedded in how you run the business, not handed off as a report. I stay close to the decisions that matter and adjust as the business evolves.
Houston-based, hybrid model. Remote for monthly calls and reporting. Will travel when the work calls for it.
Most engagements surface at least one significant financial opportunity in the first 30 days. A margin leak on a product line. A cash timing problem hiding in AR. A cost that's been there so long nobody questioned it. Any one of those findings typically covers months of fees — and they show up because someone is finally looking.
Engagements are scoped to your business, not billed by the hour. You get what you need — monthly reporting, regular strategy calls, and a finance partner available when decisions come up. No timesheets, no surprise overages.
No — and that's intentional. Your bookkeeper handles day-to-day transaction recording. Your CPA handles taxes. I work above that layer: making sure the numbers are accurate and well-organized, and then turning them into the forward-looking analysis and strategic guidance that drives decisions. I'll work directly with your existing team and help them level up where it matters.
I work with QuickBooks Online, QuickBooks Desktop, NetSuite, Sage, and most standard small-business accounting platforms. For analytics and reporting, I use Excel, Power BI, and a range of AI-assisted tools to build dashboards and models faster and at a higher standard than most businesses can produce internally. If you're on a less common platform, we'll figure it out — the software matters less than the quality of what we build on top of it.
There's an initial 3-month commitment, and for good reason — it takes that long to properly orient, build the right models and reporting, and start delivering meaningful strategic value. After 3 months, engagements convert to month-to-month with 30 days' notice to exit. The goal is a long-term working relationship, not a contract that traps either of us.
A fractional CFO brings senior-level thinking that compounds across multiple business contexts. Having been inside Fortune 100 finance organizations — where the standards, systems, and analytical rigor are high — I bring that same caliber to your business without the full-time cost. You're not paying for a seat. You're paying for specific expertise applied to your most important financial problems.
Most clients have meaningful cash flow visibility within 30 days. The first deliverable — whether that's a cash flow model, an updated reporting package, or a rolling forecast — comes by the end of week four. Strategic improvements that change how decisions get made typically take 60–90 days to fully land. The Initial Assessment accelerates this because we start the engagement already oriented.
Houston-based, hybrid model. Remote for monthly calls and reporting. Will travel when the work calls for it.
That's exactly what it's designed for. The $2,500 Assessment is a low-commitment way to get an objective view of your financial situation, a prioritized list of what to address, and a sense of how we work together — before committing to anything ongoing. If you move forward into a retainer, the fee is credited in full toward your first month.
We'll cover where you are, what's most pressing, and what working together would actually look like. No prep needed. If we're a fit, we'll say so. If we're not, we'll tell you who is.