Fractional Finance & Operations for Growing Businesses
Most small businesses aren't ready for a full-time finance and operations team—and that's where I come in. I specialize in providing fractional, strategic financial planning, forecasting, and operational support when your business outgrows basic accounting and operational needs.
Business growth should be real, sustainable, and grounded—just like anything you build or grow by hand.
With firsthand experience running multiple restaurants and a high-volume catering company, I understand how critical it is to connect finance with daily operations.
Whether it’s financial planning, budgeting, forecasting, or operational advisory, I tailor every solution to where you are now—and where you want to go next. You get strategic insight and practical guidance—without the overhead of a full-time hire.
Industries I’ve Served
Omnichannel Manufacturing
D2C and B2B manufacturers navigating complex supply chains, inventory management, and multi-channel sales strategies. From toy companies to gift manufacturers, I help optimize cash flow across diverse sales channels and seasonal demand cycles.
Food & Beverage (CPG)
Consumer packaged goods companies managing production costs, distribution networks, and retail relationships. I provide financial planning for product launches, inventory optimization, and scaling strategies from local to national markets.
Restaurant & Hospitality
From single locations to multi-unit operations and high-volume catering companies. I understand labor cost management, food cost control, seasonal fluctuations, and the critical connection between daily operations and financial performance.
Professional Services
Service-based businesses requiring strategic financial oversight to enhance profitability and scalability. I help optimize billing practices, project profitability analysis, and resource allocation for sustainable growth.
Construction & Contracting
Project-based businesses managing job costing, cash flow timing, and equipment financing. I provide financial planning for bid processes, change order management, and long-term project profitability analysis.
How I Can Help
Foundational & Growth Stage
For entrepreneurs and business owners building strong financial foundations and scaling toward growth.
✔ Develop Scalable Accounting & Finance Function
✔ Financial Health Check-Up Reports
✔ Budgeting, Forecasting & Reporting
✔ Strategic Micro Review Meetings
✔ Cash Flow Management & Advanced Forecasting
✔ Process Improvement & Workflow Design
✔ Digital System Migration Optimization & Tech Stack Build-Out
✔ Internal Controls Setup, Review & Strengthening
✔ GAAP Compliance
Advanced/Strategic Stage
For established business owners navigating complex growth, strategic decisions, and future planning.
✔ Business Forecasting & Scenario Modeling
✔ Ad Hoc Financial Projects & Analysis
✔ Advanced Tech Stack Optimization
✔ KPI Framework Development & Integration
✔ Digital Transformation Leadership
✔ Internal Controls Optimization
✔ M&A Support & Financial Due Diligence
✔ Sale of Business Strategy & Exit Planning
✔ Strategic Liaison with Legal, Tax, and Advisory Teams