Let’s Build Your Financial Future — Together

Fractional CFO & COO services for growing businesses who need strategic leadership without the full-time executive price tag.

✅ Founders & CEOs of startups ($500K-$10M revenue)
✅ Small business owners ready to scale operations
✅ Companies preparing for fundraising, acquisition, or major growth
✅ Leaders who want data-driven decisions, not guesswork

How It Works (4-Step Process):

1️⃣ Discovery Call (Free, 30 min)

• We discuss your goals, challenges, and where you want to be in 12-24 months
• No pressure, no sales pitch — just clarity

2️⃣ Assessment & Proposal

• I review your financials, operations, and systems
• You receive a customized engagement plan with scope, timeline, and investment

3️⃣ Kickoff & Strategy

• We align on priorities, KPIs, and 90-day action plan
• I integrate with your team and tools (QuickBooks, Slack, etc.)

4️⃣ Execute & Scale

• Ongoing support: monthly strategy sessions, real-time advisory, performance reviews
• You get clarity, confidence, and measurable results

Engagement Options:

Package	Best For	Typical Investment
Strategy Advisor	Occasional guidance, quarterly planning	Starting at $1,200/mo
Growth Partner	Active scaling, fundraising prep, operational builds	Starting at $2,500/mo
Executive Fractional	Near full-time CFO/COO support without the salary	Custom pricing

All engagements include: Secure portal access, email/Slack support, monthly performance reports

Ready to Get Started?

🗓️ [Book Your Free Discovery Call] ← (Link this to Calendly)

Prefer email first? Reach out at [your email] and I’ll respond within 24 hours.