Part-time CFO work for businesses that have outgrown basic bookkeeping but don’t need a full-time finance hire: financial models and forecasts, system implementations and cleanups, and the reporting and reviews that let you make decisions with real numbers.
A model built from your actual results that shows where revenue, profit and cash are heading, and lets you test a decision before making it.
New accounting and ERP systems selected and set up, and existing ones cleaned up, so the books, job data and reports agree.
An annual budget built from your actual history, then compared against results every month.
A rolling view of cash coming in and going out, so tight months show up weeks ahead instead of the day they arrive.
The handful of numbers that matter for your business, reported the same way every month.
One-time analyses, a second look at the books, or a review before a big decision.
Which products, services, jobs or customers actually make money once every cost is counted.
Financial statements, projections and supporting schedules prepared for a loan, line of credit or investor conversation.
CFO work is scoped to the project or set up as a monthly retainer, depending on what you need. Call and describe the situation, and I’ll tell you how I’d approach it.
A short conversation is usually enough to find out how I can help you and your business.
Based in Denver, Colorado. Clients in every state, handled remotely.