I specialize in financial analysis, modeling, operations automation, equity management, and comprehensive financial services for small to medium-sized businesses, leveraging extensive experience across various industries. As a CFO/Fractional CFO, I’ve supported clients such as a data and digital transformation consultancy; a platform for streamlining freelance business operations; a marketplace for sustainable advanced materials; and a consulting firm focused on optimizing growth strategies for insurance businesses. My expertise enables businesses to drive efficiency, innovation, and strategic growth.
I am an experienced accounting analyst specializing in financial reporting, data analysis, budgeting, and forecasting. I excel in identifying cost-saving opportunities, optimizing financial processes, and supporting audits to enhance financial accuracy and efficiency. My clients include a consulting firm specializing in data and digital transformation, and a provider of virtual-first care solutions for managing chronic conditions in Medicaid and Medicare populations. Through my expertise, I deliver insights that drive informed decision-making and improved business outcomes.
Experience the benefits of a CFO without the full-time cost. Our fractional CFO services are designed for professional services and other small businesses, offering expert financial guidance to optimize cash flow, boost profitability, and drive growth. Get the insights you need to make smarter decisions and focus on your business while we handle the numbers.
Elevate your business with expert accounting support—without the overhead. Our fractional accounting services are perfect for small businesses and professional services, providing accurate financial management, streamlined processes, and insightful reporting. With us handling the books, you can focus on growing your business, confident that your finances are in trusted hands.
Gain a competitive edge with our fractional FP&A services. Tailored for small businesses and professional services, we deliver strategic financial planning, budgeting, and analysis to help you make data-driven decisions. Optimize your financial performance and stay ahead of the curve while we provide the insights and projections you need to grow with confidence.
Create your ideal financial support package by combining our fractional CFO, accounting, and FP&A services. Whether you need strategic guidance, detailed financial management, or comprehensive planning, you can mix and match our services to suit your business needs. For a customized quote tailored to your specific requirements, contact us today—let’s build a plan that fits your goals perfectly.