Fractional CFO Services for Growing Businesses, from Prescott to Anywhere in the U.S.

Know your expected cash position weeks ahead, not just today. Rolling 13-week cash-flow forecasts and an appropriate cash reserve.

Annual budgets and monthly forecasts you'll actually use. Compare results with your plan and adjust early instead of reacting late.

Find out which customers, jobs and product lines really make money, with job costing and realistic overhead rates.

Lender-ready financial packages, covenant reporting, and a clear financial story for banks, investors and partners.

A monthly financial package with the key performance indicators (KPIs) that matter for your business.

Zoom, phone and secure file sharing, with read-only access to your accounting software, such as QuickBooks or Xero.

A licensed Certified Public Accountant with decades of experience in tax, accounting, financial statements and business valuation.

A former U.S. Army officer who brings structure, accountability and a calm approach to financial conversations.

Big-company financial discipline, scaled to fit an owner-led business.

He explains your numbers clearly so you can act on them.

CFO strategy and tax planning work together instead of in separate silos.

Senior financial judgment at a lower cost than a full-time hire. The engagement can grow or shrink as your needs change.