01 — Triage
Crisis Stabilization
2–4 weeks
- Cash flow triage & 13-week forecast
- Immediate risk and runway assessment
- Short-term survival plan with clear actions
Crisis Fractional CFO · CFA Charterholder
When your business is under pressure, you don't need advice — you need control.
I step in as your Crisis CFO to stabilize cash, rebuild financial clarity, and guide the decisions that determine whether your business survives — or thrives.
300+
Clients served
CFA
Canadian charterholder
$5M–$50M
Revenue range
13-week
Cash visibility
The Pressure
If any of this sounds familiar, the problem isn't strategy. It's control.
- 01
You don't know your true cash position.
- 02
Revenue is strong, but cash is always tight.
- 03
Your financials can't support investor conversations.
- 04
You're making decisions without reliable numbers.
- 05
Everything feels reactive instead of controlled.
What I Do
Crisis CFO work, executed with the discipline of a CFA.
I don't deliver decks. I deliver the financial backbone your business needs to make hard decisions in real time.
01
Immediate cash visibility
A 13-week rolling cash flow that becomes your operating compass within days, not months.
02
Stabilized financial operations
Close the leaks. Tighten controls. Restore the discipline your books require.
03
Decision-ready reporting
Numbers you can trust — clean dashboards that tell you what to do, not just what happened.
04
Fundraising & lender support
Investor-grade models, diligence packages, and the calm presence that wins capital.
05
Multi-entity structure
Untangle complex group structures, intercompany flows, and consolidated reporting.
Engagements
Three ways to engage. Each built for a different moment.
02 — Build
Financial System Buildout
1–3 months
- Driver-based forecasting model
- Reporting dashboards and KPIs
- Process implementation across the close
03 — Operate
Ongoing Fractional CFO
Monthly retainer
- Strategic finance partner to the CEO
- Monthly reporting, planning, and board prep
- Investor and lender relationship support
Credibility
Trusted by founders during the moments that decide a company's future.
300+
Engagements completed across SaaS, education, services, and multi-entity groups — with a top-rated reputation on Upwork.
CFA
Canadian Chartered Financial Analyst — the global standard for financial rigor and ethical practice.
$5–50M
Specialized in companies large enough to be complex, small enough that one wrong quarter changes everything.
Client Feedback
Words from founders in the room when it mattered.
Across 159 completed engagements on Upwork — Top Rated Plus, 100% Job Success — these are the patterns clients return to describe the work.
“
We were six weeks from running out of cash and our books couldn't tell us where it was going. Sergei built a 13-week forecast in days and ran point with our lender. We came out of the quarter with runway and a plan.
CEO
SaaS, Series A
“
Three operating entities, intercompany messes everywhere, and an audit on the calendar. He untangled the structure, rebuilt consolidated reporting, and made the auditors' questions trivial to answer.
Founder
Multi-entity holding co.
“
Our investor model wouldn't survive a serious diligence call. Sergei rebuilt it from drivers up — clean, defensible, and the kind of model where the numbers actually tie. Closed the round shortly after.
Founder
Education business
“
Hired him for a real estate investment model and got a finance partner. The diligence package he produced got us through LP questions I hadn't even thought to prepare for.
COO
Real estate investment firm
“
We brought him in as fractional CFO when our internal numbers stopped matching reality. Within a month the close was clean, the dashboards were honest, and our board calls stopped being defensive.
Managing Partner
Professional services
Paraphrased from verified client engagements · View Upwork profile →
How I Work
A four-step path from chaos to control.
01
Diagnose
Rapid forensic review of cash, books, and operations.
02
Stabilize
Stop the bleeding. Lock down controls and runway.
03
Systemize
Install forecasting, reporting, and discipline that lasts.
04
Scale
Position the business for capital, growth, or exit.
Engagement Models
Transparent pricing for serious engagements.
Hourly Consulting
$250/ hour
Strategic guidance, second opinions, and short-term advisory.
Financial Modeling
$12,500package
Investor-grade model, dashboard, and 13-week cash flow.
Fractional CFO
$5,000+/ month
Ongoing partnership with monthly reporting and strategic finance.
If your business feels out of control financially, this is the moment to fix it.
One conversation. Honest assessment. A clear next step.