A senior finance partner, on the days you actually need one.
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- Practice
- Solo — one principal, one phone number. Roster capped at eight.
- Territory
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Founded
- 2024
Most of my clients call me the first time because a bank, a board, or a buyer asked a question they couldn't answer cleanly. We fix that in the first month, then keep going.
The work is unglamorous and specific: a monthly close you trust, a thirteen-week cash forecast that matches reality, a P&L broken out the way you actually run the company. From there we talk about pricing, hiring, and what to do with the cash.
I keep the roster small on purpose. If we work together, you get me — not a junior, not a pod, not a portal.
Three things I do first, and keep doing.
- 01
The monthly close, done right
Accrual books closed by the tenth. A clean P&L, balance sheet, and cash statement, plus a one-page memo that explains what changed and why.
- 02
Cash you can plan against
A rolling thirteen-week cash forecast maintained inside your operating rhythm — not a spreadsheet emailed once a quarter. Payroll dates, tax dates, seasonality, the works.
- 03
Decisions with numbers under them
Pricing changes, a new hire, a lease, a line of credit, an earnout. I build the model, sit in the meeting, and put my name on the recommendation.
- Rebuilt the close for a 22-person marine-services company; time to close cut from 34 days to 9.
- Set up the 13-week cash model that got a specialty food brand through a slow Q1 without touching the line.
- Sat opposite the buyer in a $6.2M asset sale; renegotiated working-capital peg in the seller's favor.
“2–3 sentence client quote — specific outcome, plain language, no superlatives.”
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