Clear thinking when the decision actually matters

I don't sell tools, templates, or dashboards. I help people decide.

My work sits at the intersection of finance, operations, and judgment – where data informs the discussion, but experience determines the outcome.

Single-Session Strategic Decisions

One focused conversation on a specific decision: pricing strategy, hiring, vendor negotiations, market entry, capital allocation. You get direct clarity without ongoing commitment.

Best for business owners and executives who need experienced judgment on a single high-stakes question.

Focused Project Work

Deeper analysis on specific areas: cash flow architecture, marketing attribution and ROI, operational efficiency, margin improvement. Multi-hour engagement with deliverable recommendations.

Best for situations where the decision requires data analysis, scenario modeling, or cross-functional assessment beyond a single conversation.

Ongoing Strategic CFO Leadership

Long-term financial partnership for growing businesses ($1M–$25M revenue). Capital allocation, forecasting, positioning for capital events, cross-functional judgment on operating decisions.

Direct principal engagement – you work with me, not a team. Strategic financial leadership without a full-time CFO hire.

Learn more about Fractional CFO services →


Engagements may be project-based or ongoing, depending on the nature of the decisions and the level of support required.

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