You built your product to scale. Your finances didn't get the memo.
You've reached the stage where financial complexity outpaces internal capabilities. Your subscription model evolved from simple monthly billing into usage tiers, professional services add-ons, and annual prepayments. Your billing system, CRM, and accounting software don't talk to each other. Month-end close takes five days and still produces numbers you don't fully trust.
Here's what I bring to that problem:
- Financial systems architecture connecting your production environment to investor-ready reporting
- Revenue recognition expertise for SaaS, hybrid, and professional services models that survive audit
- A direct partnership: no account managers, no handoffs to junior analysts
- Technology + finance fluency most fractional CFOs don't have
Most fractional CFOs come from pure accounting backgrounds. I bring 20+ years bridging ERP implementation, operational transformation, and strategic finance, the combination technology companies need when systems architecture and financial architecture must align.
I Understand Your Tech Stack, Not Just Your Books
I work directly with you. No junior staff. No account managers. Every engagement means partnering with someone who's built, scaled, and exited a technology business.
I have:
Led complete ERP transformations for companies processing $50M+ in annual transactions
Co-founded and sold a technology consulting firm to Synoptek (8-figure exit)
Built service-to-cash infrastructure using GL architecture with deferred revenue recognition
Implemented financial systems for subscription, usage-based, and hybrid revenue models
When you need to evaluate whether to build billing logic in-house or integrate a third-party platform, you need someone who understands both the technology trade-offs and the financial implications.
Services for Every Tech Company Stage
Building the Foundation: Early-Stage / Pre-Seed to Series A
Systems and processes set up correctly from day one
You're choosing your first accounting system, implementing Stripe or Chargebee, and investors are asking questions your bookkeeper can't answer. Here's what I help you do:
Most founders choose their tech stack without understanding how those decisions affect month-end close complexity.
Six months later, they're paying $15K/month for middleware just to reconcile Salesforce and QuickBooks.
I make sure your initial architecture supports fundraising requirements without creating technical debt.
Optimizing for Scale: Series A to Series C
Know exactly where you make and lose money
Revenue is growing 40% year-over-year. Your board wants answers you can't produce:
- Which customer segments are actually profitable after support and infrastructure costs?
- Should we build this capability or acquire a competitor?
- Can our systems handle European expansion and multi-currency accounting?
- Why is gross margin shrinking while ARR climbs?
I evaluate your end-to-end technology and finance workflow and deliver:
- Gross margin tracking with clear definitions and profitability by product, service line, or delivery team, where your data supports it
- KPI definitions, simple dashboards leadership actually uses, and an accountability cadence for weekly vs. monthly reviews
- Cash flow forecasting connecting capacity planning (engineering headcount, cloud costs) to revenue projections, with scenarios for hiring, vendor spend, and growth initiatives
- System integration eliminating manual journal entries between billing, CRM, and accounting platforms
- AP/AR workflows, spend controls, and documentation so your financial system survives turnover
My technology background means I evaluate build-vs-buy decisions with total cost of ownership analysis.
Maximizing Asset Value: Exit Preparation / Late-Stage
Preparing for acquisition or merger
How I work
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Diagnose and prioritize
- Identify what is blocking clarity today
- Choose the 2–3 changes that will create immediate visibility
Build the foundation
- Forecast model and cash rhythm
- KPI definitions and reporting structure
- Close cadence and cleanup plan
Install the operating rhythm
- Weekly or biweekly check-ins
- Monthly performance reviews
- Continuous improvement as the business changes
Fractional CFO vs. Full-Time CFO vs. Accountant
Specific Challenges I Solve
You've Probably Already
Made These Mistakes
2. You've been recognizing revenue incorrectly for 18 months
Your model looked simple at launch: $99/month, recognize when cash arrives. Then you added annual contracts, usage overages, and professional services fees. Your bookkeeper is still on cash basis. An investor mentions ASC 606. You Google it. You realize you may need to restate 18 months of financials before your Series A audit, delaying fundraising and costing $30K–$50K in accounting fees. This happens more often than founders admit.
3. You scaled without understanding which customers are profitable
You tripled sales in 12 months. Gross margin dropped from 76% to 61%. You don't have cost allocation tracking to understand which segments or product tiers are destroying profitability. Your sales team is closing deals that look good on ARR but lose money after support costs and infrastructure. By the time you discover this, you've signed 40+ unprofitable contracts with 2-year terms. You can't fix what you can't measure.
4. Your financial model has broken formulas
You built your 3-year projection in Google Sheets over six months. A CFO candidate finds three circular references and formulas that don't tie to your actual financials. The model can't answer basic investor questions without manual overrides. You're going into Series A fundraising with a forecast your own team doesn't trust. Investors notice.
5. You waited until crisis to get financial help
You managed with a bookkeeper until month-end close started taking five days, investor questions went unanswered, and your board started questioning financial accuracy. By the time you sought help, you'd already made 12 months of suboptimal decisions that cost 6–9 months of runway. The best time was 12 months ago. The second-best time is now.
Who I Work With
- SaaS platforms with subscription, usage-based, or hybrid revenue models
- Technology service firms (MSPs, software consultancies, implementation partners)
- AI and data companies with complex infrastructure and delivery costs
- Fintech and developer tools requiring specialized compliance and revenue recognition
- Preparing for Series A/B fundraising with investor-ready financial models
- Experiencing unexplained margin erosion
- Evaluating acquisition offers and need due diligence preparation
- Scaling internationally with multi-currency, multi-entity accounting needs
- Migrating to a new ERP or accounting system
If you're a food manufacturer or CPG company, I also bring deep manufacturing expertise.
Learn more about fractional CFO services for early stage startups.
Frequently Asked Questions About Fractional CFO Services
Ready to Build Financial
Infrastructure That Scales?
You built your product with architectural rigor, planning for scale,
thinking through edge cases, designing for resilience.
Your financial systems deserve the same discipline.
You need a fractional CFO who understands systems,
operations, and valuation. Clarity creates confidence.
Confidence creates value.