Advantage CFO Solutions Information

Advantage CFO Solutions provides fractional CFO services purpose-built for privately owned businesses generating $5M-$50M in revenue - companies that have outgrown basic bookkeeping but aren't ready for a full-time CFO hire. STRATEGIC DIRECTION I work directly with ownership to translate financial data into a clear strategic roadmap, helping you understand not just where your business stands today, but where it's headed and what it will take to get there. CEO/OWNER DECISION SUPPORT Every recommendation is built around one goal: giving you, the owner, the financial clarity to make confident decisions. I don't hand you a stack of reports, I sit alongside you and help you decide what to do next. CASH FLOW MANAGEMENT Cash flow is where growing businesses get into trouble, even when they're profitable on paper. I build forecasting and cash flow discipline that gives you a clear, honest picture of where your cash is going and what's coming. GOAL SETTING & PERFORMANCE Together we set specific, measurable financial goals and build the systems to track progress against them — so your business stays accountable to the plan, not just the calendar. MY BACKGROUND 25 years of finance leadership: a decade in FP&A and strategy for large corporations, a decade leading finance functions inside small and mid-sized companies, and the last five years applying those same disciplines fractionally for business owners who need senior-level financial leadership without the senior-level cost. Not happy with your current books? I'm happy to work alongside your existing accounting team on strategy, or guide your transition to a better solution. My future success is tied to yours. Let's talk about where your business is headed.