Helping Denver Entrepreneurs Navigate Towards More Profitability and Peace of Mind

Maximize your business's potential with 

tailored, cost-effective fractional CFO services. 

With deep finance and analytics expertise, 

I empower small to medium-sized enterprises and non-profits 

to identify risks and seize opportunities.

We provide personalized service in the Denver metro area, meeting clients in person and combining face-to-face interactions with efficient virtual collaboration for a flexible, hybrid experience.

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What Exactly Is a Fractional CFO? 
And How Can It Benefit You?

A fractional CFO is a seasoned financial expert on your team—scalable to your needs and available when needed, without the full-time cost. Entrepreneurs like you use their fractional CFO to provide strategic guidance in navigating financial challenges, identifying opportunities, and achieving growth. They offer customized solutions for financial planning, budgeting, forecasting, and advanced analytics tailored to your business's unique dynamics.
 
With expertise in strategic planning and analysis, a fractional CFO can be a game-changer for businesses seeking stability and increased profitability. They serve as your financial compass, helping you manage risks while capitalizing on opportunities. By evaluating your business and crafting strategies, a fractional CFO empowers you to drive revenue and profit growth, giving you the confidence and peace of mind to focus on your vision and passion for the business.

Advantages

Data-Driven Decision Making

Empower strategic decisions with clear insights, optimizing short-term prospects through data-driven clarity.

Improved Financial Control

Enhance cash flow and cost control while optimizing resources for greater financial stability and growth.

Increased Agility

Gain swift adaptability to market shifts and internal challenges, ensuring nimble responses for sustained success.

Who Is This Program For?

Service-Based Businesses

Ideal for businesses looking to optimize cash flow and enhance profitability through tailored financial strategies.

Small to Medium-Sized Enterprises (SMEs)

Designed for SMEs seeking strategic guidance to drive growth, manage risks, and achieve financial stability.

Local Entrepreneurs

Empowering Denver-based entrepreneurs with the expertise to navigate financial challenges and seize new opportunities.

Brick-and-Mortar Retailers

Helping retailers improve operational efficiency and increase revenue through data-driven financial insights.

Community-Focused Business Owners

Supporting businesses that prioritize community impact alongside financial success with strategic planning.

Family-Owned Businesses

Guiding succession planning and long-term growth to ensure a thriving family legacy.

Service-Based Businesses

Ideal for businesses looking to optimize cash flow and enhance profitability through tailored financial strategies.

Small to Medium-Sized Enterprises (SMEs)

Designed for SMEs seeking strategic guidance to drive growth, manage risks, and achieve financial stability.

Brick-and-Mortar Retailers

Helping retailers improve operational efficiency and increase revenue through data-driven financial insights.

Local Entrepreneurs

Empowering Denver-based entrepreneurs with the expertise to navigate financial challenges and seize new opportunities.

Community-Focused Business Owners

Supporting businesses that prioritize community impact alongside financial success with strategic planning.

Family-Owned Businesses

Providing guidance for succession planning and long-term growth to ensure a thriving family legacy.

What Will You Get With These Programs?

Enhanced Financial Clarity

Receive detailed insights into your financial health and tailored plans for future growth and profitability.

Strategic Growth Planning

Develop actionable strategies for sustainable expansion and increased competitiveness in your industry.

Improved Cash Flow Management

Ensure consistent cash flow, optimize resource allocation, and eliminate financial bottlenecks.

Risk Mitigation Expertise

Identify and manage potential financial risks effectively, safeguarding your business’s future.

What you’ll get after programs?

Enhanced Financial Clarity

Receive detailed insights into your financial health and tailored plans for future growth and profitability.

Strategic Growth Planning

Develop actionable strategies for sustainable expansion and increased competitiveness in your industry.

Improved Cash Flow Management

Ensure consistent cash flow, optimize resource allocation, and eliminate financial bottlenecks.

Risk Mitigation Expertise

Identify and manage potential financial risks effectively, safeguarding your business’s future.

Ongoing Solutions

Core CFO Solution

Level 1

Gain crucial perspectives and insights through expert fractional CFO services. Tackle the challenges of cash flow and strategic financial planning tailored to your needs.

Features Include:

  • Cash Flow Management for Peace of Mind
  • Current Estimate for Near-Term Financial Outlook
  • Monthly Financial Review and Analysis
  • Strategic Financial Guidance

* For the best results, we recommend a yearly commitment

Learn more  

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Core CFO + Plus

Level 2

Elevate your business with proactive and in-depth financial planning, performance metrics, and risk management strategies.

Features Include:

  • Core CFO Support + Plus:
  • Comprehensive Financial Dashboard
  • KPI Analysis for Business Risks & Opportunities
  • Deep-Dive Into Profitability
  • Additional Check-In Calls to Coordinate Initiatives and Action Plans 

* For the best results, we recommend a yearly commitment

Learn more  

Start Here

Discrete Projects

Ad-Hoc Financial Support

Tackle unique financial challenges with customized solutions.

Services Offered:

  • Financial Feasibility
  • Competitive Analysis
  • New Ventures & Locations
  • Sustainable New Funding

* Flexibility Offered to Scale in Support of Your Plans for Growth

Learn more  

Schedule consultation

Our Proven Methodology

Data Collection

Uncover insights that drive opportunities and inform strategic decisions by gathering and analyzing sales, marketing, and operations data.

Advanced Analysis

Leverage cutting-edge statistical methods and trend analysis to refine forecasts and uncover actionable business insights.

Review and Adjustment

Continuously evaluate and adjust estimates with new information to optimize strategies and ensure business agility.

Decision Support

Deliver precise, insightful financial evaluations and dashboards to empower informed decisions and strategic planning.

Master Your Cash Flow:
A Free Guide to Financial Clarity and Business Growth:

Learn effective cash flow management strategies, risk mitigation, and strategic planning to drive your business to new heights.

Blog

Why Traditional Valuation Methods Fail

Why Fractional CFOs Ensure Funding Success

How a Code of Conduct Can Save Your Business from Financial Ruin

Read More

FAQ