CFO & Controllership

As your business or nonprofit grows to further fulfill its mission, financial decisions (hiring, pricing, investment, expansion) carry more weight and obtaining the data you need to make those decisions becomes a ongoing behemoth you can no longer manage yourself.

My work goes beyond reporting alone. It combines senior-level financial strategy with rock-solid repeatable structure that ensures you’re making the clearest decisions possible towards your goals.

Running a business or leading an organization is hard. You need the right team to make it happen, including the right person you can trust with the lifeblood of your company, the finances.

Offerings

Monthly Ongoing

Ongoing CFO & Controller-level partnership combining senior-level financial strategy and hands-on financial oversight — all with a coaching lens

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

You get consistent strategic collaboration, financial modeling, and structural support — without the cost or commitment of a full-time CFO or controller.

What’s included:

  • Regular finance strategy sessions to keep you and your team both supported and accountable

  • Monthly close & statement review, so your books stay accurate and current

  • 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 (i.e. hiring, pricing, expansion, growth strategy)

  • Custom dashboards & KPIs that highlight what matters most

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

Ideal if you're:

  • At an inflection point — growth is possible but the financial structure and guidance 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 to make on your own

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

  • Not fully confident in the accuracy of your own numbers or not sure how to obtain the data you need

  • Ready to stop making major financial decisions without a real strategic partner in your corner

Project Support

Focused financial strategy, systems design, and controller-level cleanup — 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 or controller 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

  • Cleaning up and reconciling backlogged or disorganized books

  • 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

  • Sitting on months of messy or unreconciled books and need them cleaned up before you can trust them again

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

Add-On Support

Depending on scope and availability, we can do the bookkeeping for you as well.

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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