Fractional CFO & Controller Services

Ongoing financial partnerships that bring clarity to your numbers and confidence to your decisions. Built around long-term relationships, clear communication, and support that grows with your business.

Rural road leading toward a snow-capped mountain range in Colorado under a clear blue sky.

Monthly Financial Partnerships

Every engagement is built around your business, your stage, and what you actually need. We can talk through scope together and structure something that makes sense.

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

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

    Includes:

    • Monthly financial reporting and review

    • 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 a finance partner to think through decisions, plans, and next steps with them.

    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. It may include:

  • Financial cleanup and organization

  • One-time analysis 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.

In addition to CFO and Controller Support:

Additional Support Services

Bookkeeping Services
Ongoing bookkeeping support is provided through my team to ensure your financials stay clean, accurate, and up-to-date.

This work supports your overall financial structure, and is typically paired with ongoing advisory or controller-level oversight.

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

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

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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.