Seems like a million-dollar question, but it doesn’t have to be. Try our CFO Assessment and see if your business is ready for a Fractional CFO.

As a Fractional CFO, I provide startup and small business founders visibility, insight, and control. Visibility is achieved by improving your reporting and if needed, demystifying your financial statements. Diving into what happened, why it happened and what it means (the why and so what) generates greater insight which gives founders more confidence to take control of their business. And control drives growth.

It’s like a multi-lap track race where you can enter at any lap depending on where your business is. In lap one, we improve reporting and trust in the financial processes. This takes about six weeks. In lap two, we build tools that drive more insight and encourage you to take more calculated risks. This takes approximately eight weeks. Fundraising and growth initiatives can take between 90 days and six months. A 20% increase in cash flow happens in less than 24 months.

I worked as an executive in startups, small businesses and enterprise roles before transitioning into finance so I have greater empathy and can add more value than someone whose only experience is in finance or accounting. And, as a nerd with athleticism, a geek with fashion sense and a trained data scientist who could comfortably deliver a TED Talk, I bring intelligence, credibility and passion to the job. This juxtaposition has enabled me to connect with executives, strategists, doers and all kinds of real people, and that makes me quite different.

It is and it isn’t. Six years ago, I started looking past industries and dialing in on the nuances of individual business models. By and large, most of us are selling a widget, building software, offering professional services or facilitating the transactions between two parties (in a marketplace), so I started studying how those business models work, and as a I result, I've been able to get up to speed and find growth for clients in 49 different industries! Of course the industry experience helps, but nothing is more important than understanding how the underlying business model works, and that's what I do.

Materials and preparation. As a Fractional CFO, I have helped build and refine pitch decks, financial models, business plans, and investment memos for 200+ clients. I help founders pre-empt and answer the kinds of questions investors will ask. My design team can create presentations, leave-behind, and even synthesize 1-page versions of your deck for cold outreach, and I can help role play pitching scenarios so you feel more empowered going into the process. My work with founders at 1871 and mHub has also connected me to a vast network of angel and venture capital investors, so I stay current on investment trends and what they’re looking for.

On paper, they look awesome, but then I start wondering – how thorough is the screening? How do you know the Fractional CFO you get is someone who can really help and understand your business? What is the continuity with these aggregator sites–i.e., how do you know a person on the platform today will be there tomorrow? I work on my own to alleviate clients of those uncertainties. I roll up my sleeves and work with founders to understand the business, what makes it tick, and how to drive visibility, insight, and control so you can grow with confidence.

That’s the concern, right? We’re all a little afraid of making a costly mistake or bringing in the wrong resource. As a fractional CFO, I believe I can help and I bet I can prove it to you in 20 minutes or less. In the videos, I talk about how I am different, but there is no substitute for a one-on-one conversation. I guarantee that in a 20 minute call, I can show you the difference.