Fractional CFO and COO Services

Big enough to need some help with your financial strategy, but not big enough to justify a full time hire? Partner with me for part-time, fractional financial and operational strategy.

What's included

• Financial strategy
• Operational strategy
• Assessment and redesign of manual or duplicative financial processes
• Guidance on structuring and standardizing your financial data as you grow
• Evaluating and rolling out AI tools in your finance and operations work
• Part-time engagement sized to what your organization needs

Who it's for

Organizations that have outgrown day-to-day bookkeeping and basic reporting, and now need experienced leadership to guide financial and operational decisions, without the cost of a full-time executive.

How it works

1. Start with a conversation. We talk about where your organization is and where you want it to go.
2. Agree on the engagement. We define the focus areas and how much of my time you need.
3. Work together. I act as a part-time member of your leadership team.

Contact me about fractional leadership

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