Fractional finance offers small businesses executive-level financial insight without the cost or commitment of a full-time hire.
Most small businesses eventually outgrow their basic financial tools - but aren’t ready for a full-time CFO or finance team.
As a fractional finance partner, I provide flexible, part-time financial leadership that grows with your business. I work long-term with clients - just like a CPA or legal counsel - building a deep understanding of your operations so I can step in wherever finance touches your business.
You may benefit from fractional finance if…
You’re making decisions without full visibility into your numbers
Your financial reports aren’t helping you understand what’s working (or what’s not)
You’re growing and need help planning for the next stage
You need structure, clarity, or just a better way to look at performance
You’re not sure what to prioritize—or how to budget for it
What I Offer
Some clients start with a specific project, others simply want to understand what the numbers are saying and where to go next. Here are a few ways I can help:
Monthly Reviews – Evaluate performance and identify opportunities and risks
Decision Support – Bring financial perspective to operational challenges to guide better, more informed decisions
KPI Development – Highlight underlying business drivers, create simple metric tracking tools, and set achievable targets
Budgeting, Forecasting & Financial Modeling – Establish practical, meaningful tools to test assumptions, analyze scenarios, and guide decisions
Cash Flow Planning – Map out inflows and outflows to get a handle on daily cash position and alleviate uncertainty
My role is to step in where I’m needed most - providing the insight and structure to help you run your business more confidently and effectively.
A Strategic Financial Partnership to Empower Small Business Owners
Goes beyond the numbers to find root causes.
I help business owners connect the dots between their numbers and real-world decisions - so you can execute on your vision for your business with confidence.
Creates tangible, long-term value for business.
With 14+ years of experience driving solutions-oriented financial decision making, I bring adaptable, real-world insight to management teams like yours.
Uses a collaborative, flexible approach.
I don’t believe in one-size-fits-all solutions. I’ll meet you where you are, and build a plan that fits how you actually work.