I help founders and leadership teams improve cash flow, forecasting, and investor readiness — without hiring a full-time CFO.

I work with post-PMF SaaS and professional services firms that need better financial visibility, stronger forecasting, and decision-ready reporting — but don’t need (or want) a full-time CFO.Engagements are structured as retainers or clearly scoped projects.
Cash flow visibility & runway management
Forecasting, budgeting, and scenario modeling
SaaS & services KPIs for founders and boards
Investor, lender, and transaction readiness

I operate as an extension of your leadership team — combining CFO-level thinking with hands-on financial modeling.My focus is not accounting compliance or generic dashboards. It’s helping you understand:
• where cash is going
• what drives profitability
• how today’s decisions impact runway and value
Structured – Defined scope, clear deliverables
Practical – Built from real operating data, not templates
Transparent – Assumptions you can understand and own
Background across FP&A, valuation, and transaction support.
You are pre-revenue or still validating product-market fit
You want bookkeeping or tax-only support
You’re looking for hourly, open-ended consulting
You don’t plan to act on financial insights
This 30-minute conversation is for post-PMF SaaS and professional services businesses looking for clearer cash flow, forecasting, and decision support.If it’s a fit, I’ll outline the right next step — whether that’s a scoped project or fractional CFO support.
Thanks — I’ve received your details.If it looks like a good fit, I’ll follow up with next steps or a link to schedule a call.