I take bookkeeping, forecasting, and CFO-level strategy off your plate — so every decision you make is backed by numbers you can actually trust, without paying for a full-time hire.
| Line item | Before | After |
|---|---|---|
| Revenue | $1,240,000 | $1,310,000 |
| COGS | $558,000 | $537,100 |
| Operating costs | $496,000 | $449,300 |
| Net profit | $186,000 | $323,600+16% margin |
Tax season is a scramble, transactions sit uncategorized, and you avoid opening QuickBooks because you know what's waiting.
Sales keep growing but the bank balance doesn't follow. You can't tell which products, channels, or costs are eating your margin.
Inventory buys, hires, ad spend — you're making six-figure calls on gut feel because there's no forecast to check them against.
None of this means you're bad at business. It means you've outgrown DIY finances — and the fix costs far less than a full-time CFO.
Whether you need the basics handled or a strategic partner in the numbers, the first step is the same free call.
For owners who want clean, current, tax-ready books without touching them.
For founders ready to manage by the numbers and lift profitability — without a $200k+ hire.
I've spent years as a fractional CFO and bookkeeper helping businesses clean up their finances and scale — with deep expertise in e-commerce, and clients across a range of industries.
My last client reached $20M+ in yearly revenue while I managed their entire finance operation. Now I bring that same playbook to founders who want clean numbers and a real plan — not just a pile of reports.
We hop on a 30-minute call, look at where your finances are today, and see if we're a fit — no pressure, no jargon.
I clean up your books, then set up reconciliations, forecasting, and your KPI dashboard — the full finance foundation.
With clean numbers and CFO-level guidance, you make sharper calls and lift profitability by 16%+ in six months or less.
This is a working session, not a sales pitch. In 30 minutes we'll cover:
Pricing depends on your transaction volume and the level of support you need — done-for-you bookkeeping starts well below the cost of a part-time hire, and fractional CFO support is a fraction of a $200k+ full-time CFO. On the free call I'll give you an exact quote, with no obligation.
It's the most common starting point. Catch-up and cleanup work is a core part of what I do — we'll get you current first, then keep you there every month.
E-commerce is my deepest specialty — inventory, multi-channel sales, payment platforms — but I work with growing businesses across many industries. If you sell something and want clearer numbers, we should talk.
I work in the major cloud accounting platforms (like QuickBooks Online and Xero) and connect to your sales channels and payment processors. If you're not set up yet, I'll recommend and configure the right stack for you.
Perfectly — we're complementary. Your CPA files taxes once a year; I keep your books clean and your strategy sharp all year. CPAs love working with clients whose books arrive reconciled and ready.
A fractional CFO gives you the financial leadership of a chief financial officer — forecasting, KPIs, profitability strategy — for a fraction of the time and cost of a full-time executive. You get the brain without the salary.
Clean, current books typically within the first month. Forecasting and KPI visibility shortly after. Profitability improvements compound from there — my clients target a 16%+ lift within six months.
Book your free 30-minute consultation. We'll look at your finances together, find the biggest leaks, and map what 16%+ more profit looks like for your business.
Book your free consultation → No pressure, no jargon, no obligation. If we're not a fit, I'll tell you — and point you in the right direction.