What I Do
I create financial tools tailored to your needs on a one-time or ongoing basis. Here's how that typically looks across engagement types:
One-Time Engagements
Finance Function Assessment
60 Minutes. Clear Action Items.
$400 USD
Most organizations at your stage have the numbers. What they're missing is someone who can read them, connect them to decisions, and tell you what actually matters right now.
The Finance Function Assessment is a structured 60-minute session focused on your current financial setup: what's working, what's breaking down, and where the highest-leverage fixes are.
Before the call, you'll complete a short survey so the session starts with context, not catch-up. Afterwards, you'll receive a written summary of findings and a prioritized view of what to address first.
One focused conversation. A clear path forward.
Focused Projects for High-Stakes Decisions
Custom Scoped Consulting.
$5,000-25,000 USD
50% upfront, 50% at delivery
Short, focused engagements designed to resolve a specific decision or gap — when something important is coming up and the numbers need to hold together. Most projects run 2–6 weeks with a clear scope, concrete deliverables, and board-ready outputs.
Common Use Cases:
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For early-stage teams building their financial foundation.
12–24 month forecast with driver-based assumptions
Hiring model and cash runway tracker
Dashboard setup + monthly reporting rhythms
Includes 2 working sessions and handoff walkthrough
Ideal for startups, virtual clinics, and grant-funded orgs needing clarity and control.
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For founders and executives prepping for boards, investors, or grants.
Clean BvA reporting with variance analysis
KPI trends, cohort metrics, and actionable insights
5–10 board slides or strategic finance memo
Optional support for investor or grant data rooms
Perfect for teams heading into a raise, audit, or high-stakes review.
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For early- and growth-stage founders raising venture capital or strategic funding.
Financial model tailored to your growth story (12–36 month horizon)
Round sizing, dilution planning, and use-of-funds waterfall
Investor-ready slides: revenue drivers, unit economics, cash runway
Benchmarking support (LTV, CAC, burn multiple, etc.)
Pitch walkthrough or mock Q&A session
Optional: Data room guidance + file audit
Ideal for Seed through Series B founders needing polish and strategic clarity before hitting the fundraising trail.
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For everything that doesn’t fit in a neat box.
Messy spreadsheets, unclear stories, broken models
Fundraise prep, grant budgeting, clinic unit economics
One-off modeling or rev ops support
Flexible scope based on a quick discovery call
Perfect for fast-moving teams who need clarity—fast.
Retainer-Based Engagements
Monthly Finance Review
One Call Per Month. AI-Powered Analysis of Your Financials.
$1,000 USD/month
3-month minimum
Your bookkeeper records what happened. Your spreadsheets store it. But neither one tells you what it means or what to do next. At 10 to 50 people, that gap gets expensive fast.
The Monthly Finance Review closes it. Each month, AI-powered analysis surfaces variance, cash position, and the key drivers behind your numbers before we get on the call. That means the conversation starts where it should: on decisions, not data entry. You leave with clarity on where things stand and a short list of what to act on.
This is what financial oversight looks like when you're not ready for a full fractional CFO but you're past the point where checking the bank balance counts as a finance function.
$1,000 a month. One focused call. No surprises.
Fractional CFO or FP&A Leader
Embedded Strategic Leadership
$5,000-12,000 USD/month
3-month minimum
Ideal for teams where finance decisions are recurring, interdependent, and evolving. These engagements provide consistent strategic finance leadership — ensuring forecasts stay current, decisions stay defensible, and the board stays aligned as conditions change.
Common Use Cases:
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For small teams needing finance structure without a full-time hire.
Rolling 18-month forecast with quarterly reforecasting
Cash flow dashboard and burn runway visibility
Department-level budget tracking and cost center support
Monthly board reporting with BvA insights and KPI narratives
Hiring approval workflow + spend governance system
Ideal for growing teams that are looking to professionalize finance function after receiving funding.
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For growing care delivery orgs building MSO systems.
Multi-entity forecast with provider-by-state modeling
Revenue cycle dashboards: claims, denials, payer mix
Credentialing and licensing tracking tied to hiring plans
Close calendar + RCM-to-finance workflows
Investor and grant reporting aligned to clinical outcomes
Perfect for clinics expanding quickly but lacking internal finance leadership.
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For nonprofits, C-Corp startups, and public benefit organizations pursuing grants and/or venture capital.
Grant-compliant budget development and fund use allocation
Fundraising model with dilution planning and pitch-aligned metrics
Scenario planning for restricted/unrestricted revenue mix
Narrative support for financial storytelling across decks and data rooms
Quarterly reporting template for funders and board
Designed for teams balancing mission integrity with scale-focused capital.