I partner with founders and senior operators at Series Seed through B to build the financial and operational backbone of their companies — automated, AI-powered, and built to outlast me.
I'm a builder at heart. The early growth phase of a company is where I do my best work, before systems and processes are ever put in place. I've built finance functions from scratch three times — and counting.
I own both the financial and operational backbone of your company — the systems, tools, and infrastructure that make the whole business run.
Finance and operations under one roof. I don't hand off the ops work, I build it alongside the numbers.
I don't just deliver models, I deliver the story behind the numbers. Growth opportunities, cost inefficiencies, and strategic tradeoffs translated into language your team can act on.
I work with AI tools to automate your financial processes: models that seamlessly update, dashboards that integrate with your systems, and financial infrastructure that works without manual intervention.
Financial models and reporting built with a VC lens: benchmarking your performance against industry standards so you know how investors will evaluate you and where you stand against your peers.
Services range from project-based engagements to ongoing client support. Every engagement is scoped to your specific needs. Everything I build, you own.
"I need to understand my business."
A board-ready financial model built on your chart of accounts, including support from Claude for Excel for easy month-end updates. Includes a 3-statement model, scenario toggle, and a 6-month bottoms-up cash plan.
Contact me to discuss pricing →"We have no infrastructure."
Implementing and connecting the right tools for your stage, set up to automate and scale. Covers accounting, payroll, HR workflows, cap table, CRM, and spend management. Designed to grow with you as you scale.
Contact me to discuss pricing →"We're heading into a raise."
Prepare for your next raise with confidence. Financial model audit, SaaS metrics report, data room structure, and investor financial presentation. Built on 3 rounds and $25M+ raised firsthand.
Contact me to discuss pricing →Fractional CFO & COO, on call
Ongoing finance, accounting, and operations support. Retainer scope and engagement level is tailored to your needs. 3-month minimum with the option to pause or cancel after the initial term with 30 days notice.
Contact me to discuss pricing →Need something that doesn't fit a package? Sales comp plans, chart of accounts buildouts, CRM implementation, QBO migrations, board decks — scoped individually. Let's talk.
30 minutes. I want to understand what you're actually dealing with — not just the symptoms — before recommending anything.
Scope, timeline, price, and what I need from you. No ambiguity, no surprises.
Most projects start within a week. I work async-first — you won't be scheduling meetings to get updates.
No black-box tools, no lock-in. Everything I build is yours — documented and maintainable by your team.
I'll ask real questions and give you a direct answer on whether I'm the right fit — and what I'd actually do for you. No sales pitch.