With our Fractional CFO services, you get strategic support to drive growth, improve profitability, and make confident financial decisions, all at a fraction of the cost.
Financial Visibility & Reporting
Gain real-time insights and transparency into your business's financial health.
Business Planning & Cashflow Management
Predict and plan for steady cashflow and ensure sustainable growth.
Decision Support & Analytics
Make smarter, data-driven decisions with actionable financial insights.
Profit Growth & Value Enhancement
Unlock new revenue opportunities and drive profitability with expert strategies.
Our process
Cashflow Sprint
We implement financial best practices and provide coaching to evaluate your current financial state and deliver actionable insights you can use right away.
Financial Playbook
We develop a custom plan and strategy tailored to your business, designed to enhance your operations and drive lasting success.
Month-End Huddle
Monthly check-ins to review progress, evaluate operations, and update projections for continued success.
Year-End Scoreboard
An annual review of performance versus plan, resetting next year’s budget to ensure long-term sustainability.
Our clear, four-stage approach begins with a comprehensive evaluation of your current financial status-to diagnose your financial health and craft a tailored strategy that ensures a smooth start and sustained success for your business.
Our customers
“I have worked with Rick for the past 8 years, and I have been consistently impressed with his work. Rick is highly skilled and experienced professional who has a deep understanding of FP&A principles and practices.”
"Invaluable asset"
"If you’re serious about taking control of your business finances, Rick is the only one to call."
"An absolute pleasure"
"Not only is he an expert in the field, but he is also a strategic corporate finance advisor and a diligent negotiator when it comes to both talent and vendors. Above all, Rick is a true friend and a man of integrity who always put the company's values and mission first."