CFO services

Financial leadership for
the decisions ahead.

Ongoing CFO involvement, a fundraising initiative or a finance function that needs to work better. We shape the engagement around the priorities of your business.

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01 / FRACTIONAL CFO LEADERSHIP

01 / Fractional CFO leadership

A CFO alongside you and your team.

The finance function should help you see what is happening, understand the choices and act with confidence. I work with leadership and the finance team to connect the plan, the forecast and the operating reality.

Typical priorities

  • Improve cash visibility and forecasting
  • Understand profitability and pricing decisions
  • Build a useful planning and reporting rhythm
  • Strengthen the finance team and its responsibilities
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02 / FUNDRAISING & GROWTH

02 / Fundraising & growth

Financial preparation for your next raise.

As an experienced fundraiser, I have led fundraising efforts for startups and new initiatives in growth-focused businesses. The financial model, capital requirements and investment story need to support one another. I help bring that preparation together and stay involved through investor questions and financial diligence.

Typical priorities

  • Define the funding need and use of capital
  • Develop a financial model with clear assumptions
  • Prepare financial information for investors
  • Support investor conversations and diligence
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03 / FINANCE TRANSFORMATION

03 / Finance transformation

Make better processes part of everyday work.

Financial and operating issues often sit between people and systems. I work through the underlying process, define responsibilities and improve how information and work move through the business. When custom development is part of the answer, LIRA Development provides the supporting software, agents and integrations.

Typical priorities

  • Improve close and reporting processes
  • Clarify ownership, approvals and handoffs
  • Connect financial and operating information
  • Apply AI and automation where they are useful
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Let’s talk about
what comes next.

Your priorities, the decisions ahead and where an experienced CFO could make a difference.

Discuss your business