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What working together actually looks like
No mystery, no open-ended scope. Here's the rhythm.
We start with a foundation
We start with a foundation
Before anything else, we map your business as a machine. What are the parts, and which ones actually move revenue, profit, and cash? Most owners have run their business for years without seeing this laid out. This is the work that makes everything after it possible.
We set targets worth chasing
We set targets worth chasing
Together we set measurable targets, for this year and for the longer horizon you're building toward. These aren't aspirational. They're tied to the specific drivers we identified, which means we can tell month to month whether you're on track.
We meet every month
We meet every month
This is the heart of it. Each month we look at where you stand against your targets, talk through what's working and what isn't, and you leave with a short list of specific next steps. Then we do it again next month, and the compounding starts.
What you get
What you get
A monthly one-on-one working session with me
A simple scoreboard so you always know where you stand
Clear objectives and next steps each month, not a stack of reports
Someone in your corner who knows your numbers as well as you know your craft
Not a fractional CFO
How this is different
How this is different
A fractional CFO is typically an open-ended, embedded engagement built from scratch for each client. It works, and it's expensive.
What I offer is a defined advisory relationship built on a proven method. You know exactly what you're getting, it fits a small business budget, and it doesn't replace your bookkeeper or your tax preparer. Think of it as the strategy layer on top of the work you already have in place.
Let's talk about your numbers.
Let's talk about your numbers.
Twenty minutes, no pitch. Tell me where things stand and I'll tell you honestly whether I'm the right fit.
If I'm not, I'll point you somewhere better.
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