Monthly CFO
A steady finance partner in the room—turning your numbers into a plan you can use every week.
- 13-week cash forecast
- Monthly close review
- Board-ready reporting deck
- KPI dashboard and review
- Weekly founder call
Fractional CFO · Denver
I help founders between $3M and $40M in revenue build forecasts they trust, raise with confidence and stop guessing on cash.
Book a 20-minute callIndependent by design. A small client roster, a real seat at the table.
Julia Marchetti · Denver, ColoradoA practical partnership
Whether you need a steady finance lead, a raise-ready model or a cleaner close, the work starts with the decisions in front of you.
A steady finance partner in the room—turning your numbers into a plan you can use every week.
A clear, defensible financial story and the preparation to meet investor questions with confidence.
Reliable books and a close process that gives leadership a timely, trustworthy view of the business.
Work in the numbers
A clearer cash horizon. A stronger raise. A close that gives leaders their month back.
A fast-growing carrier had strong bookings but no dependable view of how expansion would affect cash.
“We went from debating which spreadsheet was right to making the next market decision with confidence.”
The leadership team needed an investor-grade model that connected recurring revenue to its hiring plan.
“Julia made the numbers feel like a story we could stand behind—not a document we hoped no one would question.”
Month-end reporting arrived too late to help a multi-product team understand what was driving margin.
“The new close process gave our team a calm, shared view of the business—and room to focus on customers again.”

A partner, not a department
I’m Julia, a Denver-based CPA and former VP of Finance. I’ve spent 14 years helping operators turn financial complexity into a plan they can actually run.
I keep my practice intentionally small—four to six companies at a time—so I can know the people, the operating rhythm and the details behind the numbers.
Notes from the work
Practical guidance for founders building a more dependable finance function.
A weekly cash view earns its keep when it shows which assumptions matter, when choices become urgent and who owns the next move.
Read the noteInvestors move faster when the model, operating metrics and narrative reconcile to one version of the business.
Read the noteRevenue alone is a poor trigger. Look for the decisions, complexity and leadership work your finance function can no longer absorb.
Read the noteCut days from close by making ownership, timing and review standards explicit before the books are behind.
Read the noteStart with the question in front of you