01

Services · Denver, Colorado

Senior finance leadership, fitted to the work.

Clear engagements, useful deliverables and no mystery about what comes next. We’ll start with the business you have—not a template.

Book a 20-minute call
01

Ongoing partnership

Monthly CFO

A steady finance partner in the room—turning your numbers into a plan you can use every week.

From$6,500 / month

How it works

  1. Weeks 1–2

    Diagnose

    I review your books, cash position, KPIs and last board materials, then we agree on the three finance priorities that matter most this quarter.

  2. Weeks 3–4

    Build the rhythm

    I set up your 13-week cash forecast, KPI dashboard and close calendar, so everyone works from one version of the numbers.

  3. Ongoing

    Run it with you

    A weekly founder call, a monthly close review and a board-ready deck, plus a direct line when a hiring, pricing or cash decision can’t wait.

02

Capital strategy

Fundraise prep

A clear, defensible financial story and the preparation to meet investor questions with confidence.

Investment$18,000 flat

How it works

  1. Weeks 1–2

    Model

    An integrated three-statement model tied to your hiring and revenue plan, with base, upside and downside scenarios.

  2. Weeks 3–4

    Story and data room

    Metrics, model and narrative reconciled to one version of the business, and a data room built and indexed the way investors expect.

  3. Weeks 5–6

    Investor prep

    Rehearsal on the questions diligence teams actually ask, so you can answer on the numbers without reaching for a spreadsheet.

  4. Through close

    Diligence support

    I handle follow-up requests and model updates while you stay focused on the conversations.

03

90-day engagement

90-day finance cleanup

Reliable books and a close process that gives leadership a timely, trustworthy view of the business.

Investment$12,000 flat

How it works

  1. Days 1–30

    Reconcile

    Catch up and reconcile every bank, card, payroll and revenue account, and clear the backlog of open questions.

  2. Days 31–60

    Restructure

    Rebuild the chart of accounts around how you run the business, and set a close checklist with clear owners and deadlines.

  3. Days 61–90

    Hand off

    Run two closes alongside your team, bring close time down to 10 days and leave a written playbook so it stays that way.