Learn about my services
Startup Financial Planning & Budget Sprint
(Price varies based on company complexity and project scope.)
Key Deliverables:
12-Month SaaS Operating Budget & Expense Plan
Customizable Rolling Financial Forecast Model
Essential SaaS KPI Dashboard (CAC, LTV, NRR, etc.)
13-Week Cash Flow Forecast
Investor-Ready Financial Overview Deck
My Approach:
Initial Alignment Call
Weekly Progress & Feedback Sessions
Final Model Delivery & Walkthrough
Solve Your Biggest Challenges:
Eliminate chaotic, fragmented planning.
Regain your nights – know your cash needs with confidence.
Deliver clear, accurate forecasts to impress your board and investors.
Fractional FP&A Support
(Price varies based on company complexity and project scope.)
How I Help:
Ongoing Budget vs. Actuals Management
Headcount & Burn Rate Tracking
Go-to-Market (GTM) Financial Support
Executive & Investor Reporting
On-Demand Strategic Finance Support
My Approach:
Initial Assessment & Onboarding
Regular Check-in Cadence
Collaborative Partnership
Solve Your Biggest Challenges:
Keep your forecast current without dedicated FP&A.
Gain control over revenue and headcount planning.
Deliver reliable data for board and investor meetings.
Investor & Due Diligence Financial Package
(Price varies based on company complexity and project scope.)
How I Help:
Core Financial Statement Preparation
VC/PE-Aligned KPI Reporting
Investor Deck Financials
Data Room Support
My Approach:
Fundraising Strategy Session
Financial Review & Refinement
Delivery of Materials
Solve Your Biggest Challenges:
Create compelling, investor-ready presentations.
Confidently answer investor data requests.
Avoid diligence issues and delays.
Finance Systems Optimization
(Price varies based on company complexity and project scope.)
How I Help:
Financial Systems Audit
Technology Gap Analysis
FP&A Platform Implementation
Workflow Automation
Close Process Improvement
My Approach:
Cross-Functional Discovery
Systems Review & Design
Implementation & Training
Solve Your Biggest Challenges:
Reduce manual work and data errors.
Gain real-time financial visibility.
Streamline your finance operations.
Fractional CFO Advisory
(Price varies based on company complexity.)
How I Help:
Monthly Financial Review
Unlimited Q&A (Slack/Email)
Quarterly Strategic Check-ins
Optional Consultation Calls
My Approach:
Client-Driven Agenda
Efficient Communication
Strategic Guidance
Solve Your Biggest Challenges:
Gain confidence in your financial decisions.
Add senior-level oversight to your finance function.
Access expert advice without a full-time CFO.