Senior finance leadership, sized to your business.

Budgets and forecasts built around how your company actually operates · 13-week rolling cash flow · monthly financial review and KPI dashboard · staffing and hiring plans the numbers can support · plain-English reporting you'll actually read.

Proof: built FP&A through 3x revenue growth, holding budget-to-actual within 5% for three straight years.

7 years inside banks. Now on your side of the desk.

Loan and credit readiness · debt capacity analysis · financial packages built the way underwriters want to see them · lender selection and negotiation (conventional, SBA, ABL) · refinancing strategy · banking relationship coaching.

Proof: former Citizens portfolio manager; secured a $6M facility for a client within four months.

When the business is in trouble, experience is everything.

Rapid cash triage and 13-week liquidity management · creditor negotiation and debt restructuring · interim CFO leadership · orderly wind-downs and Chapter 11 support when that's the responsible path.

Proof: interim CFO to a $330M company through an $80M bank-debt restructuring; advisor during the Puerto Rico bankruptcy mediation.

Growth strategy from someone who has executed it — with her own money on the line.

Expansion and channel planning · pricing strategy · buy-side acquisition support (valuation, diligence, structure, financing) · sell-side and succession readiness · new-entity and multi-entity structures.

Proof: co-owned and 3x'd a 107-year-old manufacturer — 160 to 650+ points of distribution, two counties to seven states.

Faster books. Fewer errors. A finance function that scales.

Month-end close acceleration · SOPs, policies, and internal controls · accounting and CRM systems selection, implementation, and integration · automation that grows capacity without over-hiring.

Proof: cut a monthly close from 60 days to 15, and brought the annual audit to zero findings.

Executive nonprofit finance experience — from the CFO seat and the boardroom.

Fractional CFO for nonprofits · audit readiness · board and finance committee reporting · program-to-admin efficiency and true-cost analysis · fundraising finance and grant compliance.

Proof: VP Finance of a $30M nonprofit; improved program-to-admin ratio from 60/40 to 73/27 in two years.

Not sure where to start? Start with the truth.

The Financial Health Assessment is a fixed-fee, two-week diagnostic. We review your financials, cash flow, margins, debt, and operations — then deliver a written findings-and-priorities report and a working session to walk through it. You'll know exactly where your business stands and what to fix first, whether or not we work together afterward.

Fixed fee: $1,500–$2,500 depending on complexity.