Data informs. Judgment decides.

You don't need more dashboards. You need clarity, confidence, and experienced judgment
when the stakes are real.

I help founders, owners, and executives make high-impact financial and operating decisions
– using data and reports as a tool, not a crutch.

Whether you're facing a single critical decision or want an experienced advisor alongside you
over time, the work starts the same way: with clear thinking grounded in real-world
experience.

  • Cash flow uncertainty
  • Commit to growth – or protect cash
  • Lock in fixed costs – or stay flexible
  • Target profit improvements and expense reductions
  • Strategic planning
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What clients say

Selected examples of how data-driven judgment translates into real outcomes.

Brian Lisi – IoIo TV
"Greg cut through the noise in our marketing data and quickly identified what was driving performance. Within 30 days, conversion and ROI improved, generating $27,000 more in monthly revenue."
Result: Marketing optimization → +$27K/month
George Stephanis – Stephanis Group
"Greg provided analytical support for a major development project, sharpened our financing strategy, and prepared all financial materials for the lender. The result was a successful $27 million financing."
Result: Development financing → $27M closed
Joe Fiore – General Enterprise Ventures
"Greg served as our Fractional CFO for 32 months, overseeing accounting, financial reporting, and investor-facing materials. He identified cost savings and revenue tools that meaningfully improved our bottom line."
Result: Fractional CFO engagement → margin improvement over 32 months

What I do

I work with business leaders to evaluate trade-offs, pressure-test assumptions, and make decisions they can stand behind – not just today, but as those decisions compound.

Some clients engage me to work through a specific decision. Others keep me involved as an ongoing strategic advisor. Both start with a focused conversation.

That work is grounded in disciplined financial reporting and operating metrics – so decisions are informed by reality, not noise.

How it works

  1. Strategy Call – clarify the decision, constraints, and context
  2. Diagnosis – review data, surface scenarios, identify what matters
  3. Judgment Call – clear recommendation with risks and trade-offs
  4. Ongoing Advisory (optional) – continued support as decisions evolve

BOOK A STRATEGY CALL

Services preview

Strategic & Fractional CFO AdvisoryCash flow, budgeting, pricing, and profitability decisions.
Data & Analytics for Decision-MakersKPIs, dashboards, scenario modeling, AI-assisted insights.
Executive & Founder Decision SupportHigh-stakes trade-offs where judgment matters most.