Fractional CFO support.

Providing value at every interaction.

Ensuring GAAP compliant financials to support the next stage in your business’s life cycle
Build annual or multi-year budgets to support the reporting needs
Build dynamic forecasting tools with multiple modeling scenarios
Custom management reports and dashboards
13 week cash flow forecasts
Lead banking & debt requirements and ensure timely and accurate covenant reporting
Instilling strong HR processes, from benefits review & implementation, compensation reporting, to best practices on hiring and annual reviews.
Oversee legal activities
Review work flow and process
Let me know what else you’re looking for.

Past Projects

Accurate and GAAP compliant financials.
Nonprofit financial reporting: zero findings in annual audits and 990s, year over year
Designed & implemented comprehensive management reporting and disseminated to providers monthly
Created dynamic forecasting tool with unlimited production scenarios
Built a comprehensive 5-year budget, covering P&L, BS & Cash Flow, providing for multiple production scenarios
Counseled practice owners on how they can grow their individual practice, within the larger practice
Managed financial viability during the COVID pandemic by effectively leveraging local contacts
Led two New Markets Tax Credit transactions which increased home building capacity
Led a Tax-Exempt Bond Financing Note which provided for a new hardware retail operation purchase and fit-out
Established a cash reserve by increasing cash on hand by 750%
Work with Investment Broker on pitch deck preparation to take organization to market.
Act as the point person for your legal activities, utilizing outside counsel as needed.
Oversaw Human Resource department streamlining process and workflow
At a physician practice, Instituted & oversaw coding training, practice-wide, by educating and changing provider behaviors