A reasonable question! But the truth is, many small businesses just aren’t in the position to hire one from a budget standpoint given the salary and benefits needed to attract one, or perhaps the business is not yet at the scale where someone full-time is necessary. This is where the Fractional team can work well.

We look at this in two ways — your accountant and bookkeeper (some, not all!) are typically backward-looking, while a fractional CFO can offer forward-looking advisory for your business. You’ll still need your accountant and/or bookkeeper (yet in the future we may explore adding bookkeeping services), but we complement those services by taking information they provide, digesting it, analyzing it, and then help you interpret and visualize that information to make better informed decisions for your business.

My background is unique — not fixated on a certain industry or sector, but rather very broad touchpoints on a wide variety of industries, companies, business models. I have researched and invested professionally in all sectors and industries, with specialization in consumer, healthcare, industrials, energy, materials, and tech. I have financial experience with hard manufacturers to SaaS software, and business services to brick & mortar retailers. I’m closely aligned with home-related industries like construction, homebuilding, contractors, and interior designers. And I’ve worked operationally in my own custom carpentry business as well as in food & beverage/hospitality and health & wellness. In other words, I may not have seen it all, but I’ve seen A LOT.

No - we’re intentionally setting up the business for monthly billing, and while we think we can provide meaningful and growing services for years, we also appreciate that perhaps you just need some help for a period of time to get “your house in order” and set you on the right path.