Services

The help you need to weather the storm

Bringing in CFO support is a competitive advantage, saving you time and money.

With more than 20 years of industry experience in Fortune 100 finance and operations, I know what it takes to make sure your company can survive and thrive.

YOU NEED A FRACTIONAL CFO

Sometimes a business only needs a small push in the right direction. A fractional CFO can give you just the amount of help your company needs. As a fractional CFO I will elevate your financial strategy, help your company overcome financial and operational challenges, accelerate your growth, and help your business succeed for a fraction of the cost of bringing on a full time finance leader.

Take your business to the next level

The 5 things every business owner wished they knew

My CFO Services include

real time analysis of your finances

Real-time Financial Reporting​

To make smart decisions, you need accurate real-time data and expert advice. I maximize profits by streamlining processes, pinpointing waste, and developing key performance indicators (KPI).​
Financial success through teamwork

Maximize Cash Flow ​

Generating cash flow internally is critical to staying afloat and self-funding growth. I optimize financial systems to ensure your business is maximizing opportunities, planning ahead, and never surprised by a cash shortage.
Financial calculator for accounting

Budgeting And Planning

Budgets and plans are foundational, but rarely static. I prepare budget plans aligned with your goals, proactively identify challenges, and provide thoughtful options to help you get back on track.
Financial Strategy

Business Strategy

Together we will build an actionable roadmap to achieve the goals you set and embody the vision you have for your company. I provide clear visibility to the options and implications, taking the guesswork out of your next move.
Team Analysis and Operational Planning

Board & Investor Reporting

When there is accountability to stakeholders, clarity and accuracy are key. I partner with you to review financials and KPIs, draft materials with key messages, and prep you on talking points so you exude confidence when speaking about your business performance.
financial leadership

Financial Leadership

You already have a bookkeeper, CPA, and maybe even a financial planner – that’s a great foundation! I partner with your existing financial professionals to optimize accounting processes and systems, so you spend less time in the details and more time growing your business.

frequently asked questions

A fractional CFO is a Chief Financial Officer who is contracted to provide financial leadership and oversight in a part-time capacity. I operate similarly to a full-time CFO by providing internal financial leadership (working with founder/CEO), financial expertise (working with banks), and financial credibility (working with investors). Because of my background in manufacturing and tech I bring a strong operational focus – so I’m really a Chief Financial and Operations Officer in one! I provide just the amount of help your company needs, whether that’s an ongoing part-time basis, or on a project basis to achieve specific goals.

Yes, of course! Think of me as your financial quarterback. I will work with your bookkeeper to streamline monthly accounting and make it as touchless/paperless as possible. In parallel, I will work with your CPA/tax preparer to ensure your ongoing accounting is optimized for tax savings.

I believe taxes are best left to the experts who know tax codes inside & out, and are well-versed in working with the IRS. While I don’t do taxes, I’m happy to refer you to someone who’s great.

That all depends on the level of support you need. Use the form below to contact me for a comprehensive proposal tailored to your needs. You can count on transparent and up-front pricing.

Send Colleen a message

Yes, I’m an accountant…but don’t hold it against me! More than that, I’m a highly adaptable problem solver and innovator, always thinking about how to move forward. My financial knowledge and operations expertise combined with my ability to clearly see what’s possible, allow me to bring a common-sense approach to big ideas. 

How can I help?

I know that every business is unique and what works for one may not work for another. Contact me for a comprehensive proposal tailored fit to your business needs.

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Put my expertise to work for you.

I provide just the amount of help your company needs.
Taking Your Business to the Next Level

Inside you’ll find my five easy to use suggestions to get your business moving with a good tailwind.
Pun intended!

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HOW CAN I HELP?

You’ve got big ideas, I’ve got the action plans to get you there! I want to work with people who aren’t satisfied with the status quo.