How I Can Support You

Business isn’t just numbers — it’s how you lead, decide, and care for what you’re building.

That’s why my services are designed to give you clarity and confidence, so your financial decisions actually reflect your mission, your pace, and your values.

This is for you if…

  • You’re building something meaningful — and want your finances to actually support your mission, not pull you away from it.

  • You see business as more than profit — it’s about alignment, sustainability, and impact.

  • You’ve outgrown DIY spreadsheets or surface-level bookkeeping — and are ready for clarity you can trust.

  • You value transparency, trust, and partnership — and want a financial partner who truly listens before advising, not one who postures with bravado.

  • You’re tired of the “growth-at-all-costs” mindset — and want strategy that respects your pace, your values, and your vision.

  • You’re leading with heart — and want someone who can bring the numbers into alignment with the way you lead.

Offerings

Fractional CFO Services

Ongoing strategic partnership so you can make confident financial decisions, scale sustainably, and stay focused on what you do best — without getting lost in the numbers.

Think of this as a part-time CFO who understands your world: someone who knows your mission, shows up consistently, and helps you translate financial complexity into clarity.

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 helps you sleep better at night

  • 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:

  • Ready to invest in senior-level financial leadership

  • Needing more than just bookkeeping — you want strategy

  • Ready to make grounded, confident decisions as you and your business evolve

Project-Based 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 a financially savvy one who just wants 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:

  • At a decision point or transition and need clarity fast

  • Tired of wrestling with messy or incomplete financial systems

  • A DIYer who wants a clear framework you can confidently run with

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

Add-On Support

Available case by case, depending on capacity and fit.

  • 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.

What Partnership Feels Like

Working with me means having a partner who respects your vision, understands your values, and helps you align financial decisions with your mission. I bring honesty, empathy, and clear financial insight — so finance becomes a tool for clarity and confidence, not unnecessary stress and overwhelm.

This partnership is transformational, not transactional. It’s about reshaping the way you relate to your numbers and using them to fulfill your highest purpose.

When we work together, you can expect:

  • Alignment — Numbers and strategy that reinforce your mission and long-term vision, not just short-term metrics.

  • Clarity — Complex financials translated into simple, trustworthy insights you can act on.

  • Confidence — A steady partner by your side, helping you make decisions with purpose and conviction.

For me, being a CFO isn’t just about reporting forecasts and margins. It’s about being a trusted partner who equips conscious founders and executives with the tools, mindset, and clarity to shape their business in the ways they need to fulfill their vision.

“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

Not sure which is the right fit?

Let’s talk. Even one call can bring clarity about your numbers, your goals, and your next step.