Looking for a senior level finance advisor, but not ready to make a full-time hire? Whether you're a startup looking for a part-time CFO or a company in transition looking for project-based help, I love giving my clients the expertise and support of a full-time CFO at a fraction of the cost, rightsized for your unique needs and budget. Unlike large firms that bill by the hour and think by the hour, I pride myself on thinking and acting like a full-time member of your team - dreaming your dreams and fully integrating into your culture, whether we work together for a single project or much more.
Here are some of the many ways we can work together:
EXTERNAL CFO MONTHLY RETAINER (1-2 DAYS/WEEK)
The full package. Includes full ownership of the financial reporting, tax, insurance, strategic planning, board governance, and cash management functions.
EXTERNAL CFO FINANCIAL REVIEW (1 DAY/MONTH)
Includes a monthly meeting to review your financials with you, help you identify solutions and opportunities, and provide accountability.
BOARD/TEAM MEETING MODERATOR
We'll set an agenda and clear goals for your executive team to discuss, with the benefit of having an impartial third party to navigate the often challenging dynamics of strategic meetings.
STRATEGIC PLANNING INTENSIVE
I'll lead your team through a series of workshops and brainstorming to evaluate your current strategic positioning, industry trends and opportunities, exit strategies, and your best path forward for sustainable advantage and profit.
PRIVATE EQUITY / VENTURE CAPITAL
Bringing targets and newly acquired companies up to speed with accounting cleanup, building reporting processes and infrastructure, interim CFO leadership, and hiring/training permanent teams.
NEW BUSINESS LAUNCH
Setting new companies and products up for success through rigorous financial modeling, revenue/business model innovation, and go to market strategy.
Budgets, Financial modeling, Mergers and acquisitions, Post-merger integration, Fundraising, Pitch decks, New business launch and set-up, Growth infrastructure, and more.