Engagements
Three ways to engage. Each built for a different moment.
Productized scope. Senior execution. No bloated retainers, no junior staff, no decks for the sake of decks.
01 — Triage
Crisis Stabilization
2–4 weeks
When the business is in real distress and every week matters. A focused engagement to regain cash visibility and stop the bleeding.
Discuss this engagementWhat you get
- 0113-week cash flow forecast
- 02Cash flow triage & immediate actions
- 03Risk assessment across vendors, payroll, debt
- 04Short-term survival plan with weekly checkpoints
- 05Direct collaboration with founder & leadership
02 — Build
Financial System Buildout
1–3 months
Install the financial infrastructure a serious business runs on. Forecasting, reporting, and operating discipline that scales.
Discuss this engagementWhat you get
- 01Driver-based financial model & forecasting
- 02Operating dashboards and KPI architecture
- 03Monthly close process and reporting cadence
- 04Multi-entity consolidation (if applicable)
- 05Documentation and team handoff
03 — Operate
Ongoing Fractional CFO
Monthly retainer
A senior finance partner to the CEO — month after month. Strategic guidance, board-ready reporting, and capital readiness on demand.
Discuss this engagementWhat you get
- 01Monthly reporting, forecasting, and planning
- 02Board and investor materials
- 03Lender, banker, and investor relationship support
- 04Strategic decisions: pricing, hiring, capital
- 05On-call partnership when it matters most
Not sure which engagement fits?
Book a 30-minute call. I'll listen, ask sharp questions, and tell you exactly where to start.