Strategic Finance Leadership for Growing Businesses at Every Stage of the Journey
20+ Years CFO-Level Expertise | $1B+ Budget Management | $25M+ Annual Cost Optimization Delivered
A Fractional CFO provides executive-level financial leadership and strategic guidance on a part-time or project basis. You get the expertise of a seasoned CFO who has managed $1B+ budgets, led international expansions, and driven $25M+ in annual cost optimization—without the overhead of a full-time C-suite executive.
My fractional CFO services are built on the framework detailed in "Strategic Finance For Growth," providing tailored financial strategy and operational excellence guidance for your specific business lifecycle stage.
Access CFO-level strategic thinking, financial analysis, and board-ready presentations without full-time executive compensation costs.
Scale services up or down based on your business needs. Monthly retainers, project-based work, or interim CFO during transitions.
Leverage battle-tested methodologies from 20+ years across Fortune 500 companies and high-growth organizations.
Hit the ground running with immediate insights and action plans. No lengthy onboarding or learning curve.
Every business stage requires different financial strategies. My fractional CFO services are tailored to your specific needs based on where you are in your growth journey.
Focus: Achieving Breakeven & Building Foundation
Focus: Scaling Operations & Managing Expansion
Focus: Optimizing Profitability & Market Position
Focus: Transformation & Value Preservation
A straightforward, collaborative approach to delivering strategic finance leadership
30-minute consultation to understand your business, challenges, and objectives. No commitment required.
Comprehensive review of your financial operations, systems, and strategic needs. Identify opportunities and gaps.
Customized engagement plan with clear scope, deliverables, timeline, and investment. Flexible to your budget.
Regular cadence of strategic sessions, financial analysis, and operational support. Adapt as needs evolve.
Ready to transform your financial strategy? Schedule a complimentary 30-minute consultation to discuss your business challenges and explore how fractional CFO services can accelerate your growth.
2288 N Carter Dr, Lehi, UT 84043-4149