Ashlee M.

You built a successful practice or firm, but the finances still live in your head, your bookkeeper's spreadsheet, or a year-end call with your CPA. I step in as your part-time CFO so you know where the money goes, what's coming next, and what to do about it. I'm a QuickBooks ProAdvisor and MBA with 12+ years in accounting and finance. I currently serve as acting CFO for a law firm, where I cut the trust account process from 5 days to 2 and uncovered more than $1.2M in errors in client payment records. I also provide fractional CFO support to a medical practice, and recruiting agency. WHAT I DO - Monthly close & reporting: accurate P&L, balance sheet, and cash flow, plus a short summary of what the numbers mean - Cash flow forecasting: a rolling 13-week forecast so payroll, taxes, and big decisions are never a surprise - Budgets & KPIs: dashboards built around the metrics that matter in your business - Profitability analysis: by service line, provider, practice area, or client, so you know what to grow and what to fix - Owner & partner support: compensation, distributions, pricing, hiring decisions, and bank or lender conversations - Clean books first: if your books are behind or unreliable, I fix them myself as a ProAdvisor before building anything on top INDUSTRIES I KNOW - Law firms: trust account management, client payment accuracy, collections, and partner distributions - Healthcare practices: reimbursement tracking, payer mix, provider compensation - Recruiting & staffing: placement revenue, contractor payroll, and the cash gap between paying people and getting paid HOW IT WORKS 1. A short call to understand your business and where the numbers stand 2. A quick diagnostic of your books and reporting, with a clear plan and scope 3. A monthly rhythm: close, reporting, a review meeting, and a direct line to me in between If you're making big decisions without clear numbers, send me a message about your business and your biggest financial headache right now. I'll reply with how I'd approach it.