CFO Services

As your business grows, financial decisions carry more weight. Hiring, pricing, expansion, investment — these choices shape not just this year's results but the trajectory of everything you're building.

My CFO work goes beyond modeling and reporting. It combines senior-level financial strategy with a deep coaching lens because the numbers rarely tell the whole story on their own.

You don't need more reports. You need visibility, context, and a partner who understands both the financial picture and the human behind it.

Offerings

Monthly Ongoing

Ongoing CFO partnership combining senior-level financial strategy with a coaching lens

For business owners ready to lead their finances rather than be led by them

You get consistent strategic oversight, financial modeling, and decision support without the cost or commitment of a full-time CFO.

What’s included:

  • Regular finance check-ins to keep you clear and accountable

  • Forecasting & scenario planning so you can see the road ahead

  • Cash flow modeling that gives you real visibility into where you stand and where you're headed

  • Guidance on key financial decisions — hiring, pricing, growth strategy

  • Simple dashboards & KPIs that highlight what matters most

  • Collaboration with your leadership team so finance supports the whole business

Ideal if you're:

  • At an inflection point — growth is possible but the financial structure to support it isn't there yet

  • Running the business on instinct and it’s worked so far, but the decisions are getting too big without financial structure

  • Generating real revenue but still can't explain why cash always feels tight

  • In a harder financial moment than you'd like to admit and ready to do something about it

Project Support

Focused financial strategy and system design — just when you need it.

This is a short-term, high-impact engagement designed to give you clarity, structure, and aligned tools to move forward without needing ongoing CFO support.

Whether you’re a founder in transition or you just want the framework built so you can run with it, I can help you get grounded and moving in the right direction.

Sample projects include:

  • Building a custom forecast or cash flow model you can actually use

  • Designing a financial dashboard that reflects what truly matters

  • Reviewing messy systems and recommending improvements

  • Clarifying cost structure, pricing, or margin strategy

  • Acting as a “second brain” during a capital raise, transition, or leadership shift

Ideal if you're:

  • Preparing for a significant financial decision — a hire, an expansion, or a capital raise — and need someone in your corner before you make it

  • Looking for strategic eyes on a key area without long-term commitment

  • Ready to have your financial framework or dashboard built to fit your needs — and run with it from there

Add-On Support

Available selectively, depending on scope and capacity.

  • Bookkeeping — Done-for-you monthly bookkeeping (limited availability)

  • Bookkeeping Review— Quality control and guidance for in-house or outsourced bookkeepers

  • Operational Oversight — Occasional support with systems, controls, and financial processes, integrated into broader CFO work as needed.

How We Work

This is a real partnership, not just a vendor relationship. I bring the outside perspective of someone with no political stake in your organization, which means I can ask the questions others on your team might be afraid to ask and say the things that need to be said.

Be prepared to be both supported and challenged. What got you here won't get you there.

The work is rooted in real numbers and data, and spacious enough to include all of your humanity — to process, to question, and to grow with what you find.

I'll give you the clearest financial picture I can and guide you toward the best next steps. From there, owning the outcomes is yours.

Those willing to be honest with themselves and do the uncomfortable work of expanding the success they can hold will come out the other end fundamentally changed with a business that actually reflects what they're building toward.

Success Story

“As a business owner, I was having anxiety about my cash flow and up at night wondering if I could make payroll each month or not. As a result of working with Dan, all of that changed. I could project different cash scenarios into the future and all of my financial tasks were cleared from my plate.”

Gareth Hermann - Fractional COO/Integrator

Ready to explore?

Let's talk about where your business is financially and what's possible from here.

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