What I do

The Monthly Rhythm

The monthly rhythm. The forecast, the scorecard, and the monthly call that turns them into decisions. I draw on these capabilities as the business needs them, not as a fixed sequence every client receives.

Capabilities

What sits in this area.

Rolling Forecast

A forward view that updates with reality.

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Executive Scorecard

The few numbers that actually drive the business, in one place.

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Financial Frameworks

The structure behind how decisions get made.

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Ongoing CFO Partnership

The monthly rhythm.

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How it’s priced

How pricing works.

The Right Fit Call, the Financial Assessment, and the Findings Review are all at no cost. If we go forward from there, the engagement is a monthly retainer scoped to your business, and it’s fixed in writing before either of us commits.

Common questions

Common questions.

The Right Fit Call, the Financial Assessment, and the Findings Review are all at no cost. From there, engagements are a monthly retainer scoped to your business and fixed in writing before either of us commits.

The baseline, the strategy work, the rolling forecast, and the executive scorecard. They live in your workspace and they outlast the engagement.

Your historical financials and a conversation with whoever owns the numbers today. If the books are significantly behind, we’ll talk about getting them current first. That’s a conversation, not a disqualification.