The CFO Post offers fractional CFO services designed to align financial insight with operational strategy and create measurable value. Packages have been carefully curated based on the overall goals for engaging a CFO, or you can select only the services that best fit your needs.
The most important part of any engagement is getting to know one another. Prior to any commitments, I will meet with you at no cost so you can learn more about me and, just as importantly, so I can gain a strong understanding of where your business is today and where I can create the most value.
Bridging the gap between Accounting and Operations
Lower Cost: With minimal overhead and no unnecessary corporate fees or markups, you receive direct and meaningful savings. The result is efficient, high-level expertise at a fraction of the cost of hiring a full-time CFO or working with a larger fractional CFO firm.
Diverse Experience: My perspective is broad and practical. I have worked with public and private companies, non-profits, and family-owned enterprises. My experience spans retail, wholesale, B2B, B2C, and professional services across industries including construction, design, manufacturing, entertainment, communications, media, and automotive. This diverse background allows me to adapt proven strategies from one sector to another, delivering fresh solutions that accelerate results.
Focused Capacity: I intentionally partner with a select number of clients to ensure dedicated attention and responsiveness. You will never feel like “just another account.” Your priorities remain at the top of my list, and I can quickly adapt as your business needs evolve. I also offer the flexibility to pivot seamlessly between individual projects, monthly retainers, and interim leadership roles.
Vested Interest in Your Success: Your success is my success. I am motivated by measurable results and committed to creating long-term value for your business. From the very beginning, I take time to fully understand your business model and align with your strategy. This ensures that every effort remains focused, relevant, and impactful.
Flexible: I work on a month-to-month basis, earning your trust and your business every month. There are no long-term commitments required. Only consistent delivery, accountability, and value creation.
Fast Onboarding and Immediate Impact: I can step in quickly without the delays of a long recruiting process. This enables me to fill leadership gaps and provide stability during times of change. You gain immediate financial guidance and strategic support exactly when you need it.
Relief for Internal Teams: I take pressure off your internal finance and accounting staff so they can stay focused on daily operations. While they manage the details, I provide strategy, oversight, and leadership. By integrating smoothly with your existing team and working independently where needed, I deliver results without adding management burden.
Fractional CFO Services
Financial reporting, planning and analysis (monthly, quarterly, annually, rolling 18-months, 3 years)
Strategic financial modeling of business drivers
Cash flow management including conversion cycle optimization
KPI development, monitoring, and accountability (key performance indicators)
Margin structure benchmarking and implementation of disciplined cost management
Pricing analysis with margin improvement strategies
Capital allocation planning
Productivity and accountability analysis
Labor burden calculation and cost allocation
Board / Stakeholder reporting and presentations
Business turnaround and restructuring
Business valuation and benchmarking
Asset purchases optimization and management (real estate, vehicles, equipment, hardware, etc…)
Insurance review and negotiation
Capital markets optimization (bank deposits, loans, line of credit, debt restructuring, etc…)
Contract review and negotiation
Risk management
ERP (Enterprise Resource Planning) software implementation, rollout, and training
IT systems negotiation, integration, and oversight
CRM lead management process implementation (customer relationship management)
Human Resources advisory, policies and procedures
Accounting process review, implementation, and oversight
Financial statement preparation (balance sheet, income statement, cash flow)
SOP (standard operating procedure) creation, documentation, and oversight
Internal control review and management
Compensation and incentive plan design
Audit preparation, support, and coordination
Employee training in financial literacy and performance metrics
Business structure and entity optimization
Strategic tax liability planning
Preparation of working papers
Coordination with external advisors
Compliance oversight
Interim or temporary CFO / Controller
Accounting / Finance services
Custom tailored to your business
Insight + Opportunity = Value Creation
Core financial oversight
Month-end close and review
Monthly reporting and variance analysis
Cash Flow monitoring
Coordination with accounting team
In-person collaborative session
Virtual advisory and support
Stabilize Services Plus:
Strategic financial planning and analysis (FP&A)
12-month forecasting and budgeting (updated quarterly)
KPI tracking and analysis
Financial modeling (ie. single factor, department, etc…)
Accounting process review and improvements
Multiple in-person collaborative sessions
Coordination with 3rd parties
Stabilize and Elevate Services Plus:
Executive financial leadership
12-month forecasting and budgeting (updated monthly)
Short/Long range planning (SRP/LRP)
Scenario planning
Strategic tax planning
Complex financial modeling (ie. sophisticated, multi-factor, etc…)
Pricing/margin analysis
Vendor contract review (excludes negotiation)
Stakeholder reporting
Custom dashboards
Audit coordination and support