The perfect blend of finance & operations
to caffeinate your business
FRACTIONAL CFO SERVICES
As a fractional chief financial officer, I partner with successful first-time entrepreneurs who do not have experience scaling a business. I offer a unique blend of financial and operational know-how to help fast-growing companies implement the systems, processes and structures that reduce chaos and stimulate growth.
Entrepreneurs often shoot from the hip on major business decisions. This can later blindside them with cash flow crunches that could have been projected months earlier with careful planning. As a fractional CFO, it's my role to help busy business owners see around corners, take advantage of opportunities, and spend money wisely.
In a fast-growing company, it is common for revenue to outrun people and systems. The resultant growing pains cause sleepless nights for entrepreneurs. I help business owners upgrade their organizational infrastructure, which lowers stress levels and facilitates organized growth.
It’s lonely at the top. Leaders have a lot on their minds – everything from day-to-day problems to big picture strategic issues. I can alleviate some of that weight and add value by acting as a sounding board. It’s often helpful to get a second point of view from a seasoned executive who knows your business.
7 SIGNS YOUR BUSINESS NEEDS A CFO
Most companies with over 25 employees or more than $3 million in revenue could benefit from working with a fractional CFO. However, there are specific signs that indicate an organization may need senior-level support, such as:
Timely and accurate financial statements are not available
Cash flow visibility is very limited
Funding to grow the business cannot be secured
A business acquisition or significant investment is being considered
The financial implications of major business decisions are not clear
The business has investors or loan covenants
There’s a sense of flying blind and an understanding there’s a better way
I've spent the past 20+ years working as the CFO for fast-growing organizations, which are oftentimes led by first-time entrepreneurs. I have found that in industries ranging from construction to business services to software, the challenges of growing a successful company remain the same. Helping entrepreneurs overcome these growing pains has become a passion.
I'm typically called on to build financial infrastructures for companies, which includes upgrading financial reporting, mentoring accounting managers, constructing cash flow forecasting models, managing investor and banking relationships, and coordinating planning processes. I also partner with CEOs on operational issues and growth initiatives.
Contact me if you are interested in exploring a fractional CFO relationship. Perhaps we can meet for a cup of coffee
or jump on Zoom. I'll listen to your story and ask about your biggest challenges, the current state of your business, and your plans for the future. Then, you can pick my brain and ask me anything you’d like. I'm pretty relaxed and straightforward...so I'm sure to give you a few things to think about.
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