Fractional CFO-level guidance for cash flow, pricing, and scaling—without the full-time cost.

We translate your existing financial data into forward-looking strategy, keeping your cash predictable and your decisions grounded. You get a monthly check-in, a live dashboard, and a strategic finance partner who keeps you on track to scale.

How we work together (The Scope):

• What I do (Strategy): Cash flow forecasting, pricing decisions, scenario testing, and mapping out sustainable founder pay.

• What I don't do (Accounting): Bookkeeping, categorizing daily expenses, payroll processing, or tax filing.

• The Partnership: Your bookkeeper or CPA handles the past (compliance and recording); I use those numbers to build your future.

What’s included each month:

• A 12-month rolling cash plan updated with your real activity

• Side-by-side view of what you planned versus what actually happened

• Clear notes on what changed and what to watch next

• Quick scenario tests for pricing changes, hires, or new offers

• Monthly cheat sheet with your top three financial priorities

Your first month setup includes:

• A mapped financial dashboard so your data actually makes sense for decision-making

• A baseline cash plan and founder pay target

• Set-asides for taxes, savings, and profit

Cadence:

• Monthly review calls and shared access to your dashboard

• Light-touch support between calls when needed

Investment:

• Starts at $4,000 per month

• 6-month minimum

• Final pricing depends on things like product count, sales channels (website, wholesale, marketplaces), and overall complexity.

• Most clients land between $5,000–$8,500/mo depending on sales channels and overall complexity.

Best for:

Founders who want high-level financial clarity and a trusted partner by their side.