I help growing companies bring clarity, control, and confidence to financial operations through fractional CFO support, finance transformation, and practical AI-enabled automation. The goal is simple: better visibility, stronger execution, and faster decisions leadership can trust.
Most companies do not need more finance complexity. They need clearer reporting, stronger execution, and better decisions — with AI applied only where it creates real business value.
Structured around two complementary offerings: foundational finance consulting and AI-enabled finance transformation.
Strengthen the core finance function with disciplined forecasting, cash management, reporting, process redesign, and controls that scale.
Apply AI where finance gets the highest return: prediction, anomaly detection, scenario analysis, and executive insight — without losing financial discipline.
Explore a working AI-enabled finance demo that shows how QuickBooks-style data can be turned into a repeatable weekly decision system — combining a 13-week cash forecast, AI-assisted risk flags, scenario planning, and CFO-level judgment.
Projected weekly cash balance, inflows, outflows, and runway pressure over the next 13 weeks.
Highlights late customer behavior, AP pressure, payroll spikes, and forecast variance before surprises hit.
Tests revenue slips, collection pushes, delayed vendor payments, and cash preservation actions.
A CFO-style advisor for founders and finance leaders. It helps users think through 13-week cash flow, runway pressure, AR/AP timing, payroll risk, and practical next actions before building the full cash report.
Ask a CFO-style question and get practical guidance on cash runway, collections, vendor timing, payroll pressure, and next-step decisions. The advisor does not ask for bank logins or sensitive credentials.
For a full 13-week report, use the Cash Decision Engine demo →
Representative examples of the operating improvements this advisory model is designed to deliver.
Redesigned reporting packages, KPI structure, and management review cadence so leadership can clearly see cash, margin, and operating performance — and act earlier with confidence.
Implemented 13-week cash forecasting, AR discipline, and payment timing visibility so finance can anticipate pressure points early and support better decisions before issues compound.
Clarified approval flows, ownership, and core finance processes so invoicing, purchasing, close, and reporting become reliable, repeatable, and less dependent on manual workarounds.
Whether you need clearer reporting, better cash visibility, stronger controls, or a practical AI finance roadmap, this advisory model is built to help leadership teams move with more clarity, confidence, and speed.