Accountants and bookkeepers manage compliance and record-keeping. A fractional CFO provides strategic financial leadership — forecasting, profitability analysis, system integration, and exit planning. I also bring deep operational and technology expertise, so I optimize how you run the business, not just how you report it.

No. We can start with an hourly engagement or a month-to-month retainer. Most clients find value quickly and choose to continue, but there's no long-term lock-in.

I work alongside your accountant, bookkeeper, or internal finance person — filling the strategic gaps they don't have capacity or expertise to cover. I can also help you hire and train finance staff as you scale.

I specialize in Intuit QuickBooks plus most modern accounting suites such as Xero, Zoho Books and FreshBooks. I also integrate ERPs, CRMs, inventory systems, production and labor tracking tools.

Absolutely. Exit preparation is one of my core specialties. I've been through an 8-figure exit myself and know exactly what buyers and investors look for during due diligence.

I focus on food & beverage / CPG companies and technology companies generating $1MM to $20MM in annual revenue. These are the sectors where my dual expertise delivers the most value.