Fractional CFO & Controller Services

I work with small and mid-sized businesses through ongoing monthly partnerships that bring clarity to the numbers and confidence to decision-making. My focus is long-term relationships, clear communication, and financial support that grows with your business.

Monthly Financial Partnerships

Services are tailored to each client and their stage of business. If you have something specific in mind, I’m happy to talk through options and scope a custom engagement.

Here are the core ways I work with businesses on an ongoing basis:

  • For business that want reliable reporting and a clear understanding of where things stand financially.

    Includes:

    • Monthly financial review and reporting

    • Oversight of the month-end close

    • Regular check-ins and clear communication

    • Identifying risks, gaps, and priorities

    A good fit for organizations looking to bring structure, consistency, and clarity to their financial operations.

  • For leaders who want an engaged finance partner to help think through decisions, plans, and next steps.

    Includes everything in Foundational Oversight, plus:

    • Budgeting and forecasting

    • Cash flow planning and analysis

    • KPIs and performance tracking

    • Ongoing financial guidance and support

    This level of support helps leaders make informed decisions and plan for steady, sustainable growth.

  • For organizations navigating growth, change, or added complexity, and needing deeper financial leadership.

    Includes everything in the above tiers, plus:

    • Operational and systems support

    • Process improvements and internal controls

    • Support through growth, change, or transition

    • Leadership-level financial insight and guidance

    Scope is customized based on business needs and complexity.

For early-stage businesses or specific financial needs, I offer limited project-based support.

This work provides clarity, direction, and a solid financial foundation, and may include:

  • Financial clean-up or organization

  • One-time analysis and/or forecasting

  • Setup of basic reporting and processes

  • Short-term advisory support

Project-based work is scoped intentionally and often serves as a bridge to an ongoing monthly partnership.

Additional Services

Tax Services
I provide individual and small business tax services for clients looking for reliable, straightforward support.

Tax services are offered separately from fractional CFO engagements and may include preparation, planning, and filing support.

Colorado Notary Services
I am a commissioned Colorado Notary Public and offer notary services by appointment.

Notary services are provided independently and are not tied to advisory or tax engagements.