Brian R.

Need better financial visibility, more reliable forecasting, or CFO-level expertise without the cost of a full-time CFO? I help founders, CEOs, and growing businesses understand their numbers, improve profitability, strengthen cash flow, and make confident decisions about growth. With more than 15 years of experience in accounting, financial planning, forecasting, and strategic finance, I combine hands-on financial expertise with practical CFO-level guidance. RESULTS I'VE DELIVERED • Turned an underperforming subsidiary from a $450,000 annual loss into a $140,000 annual profit • Reduced $10 million in past-due receivables to $3 million within nine months • Designed and implemented a 120-day rolling cash flow forecasting system to improve visibility into future sources and uses of cash • Improved budgeting and forecast accuracy through structured financial planning, variance analysis, and management reporting HOW I CAN HELP YOUR BUSINESS Fractional CFO & Strategic Finance • Fractional CFO and executive financial guidance • Financial planning & analysis (FP&A) • Strategic planning and 3- to 5-year financial plans • Profitability and margin analysis • Growth and expansion planning • Management and executive reporting • Financial process improvement Financial Modeling, Forecasting & Budgeting • Financial modeling and scenario analysis • Cash flow forecasting and working capital planning • Annual budgets and rolling forecasts • Revenue and expense forecasting • Budget-to-actual and variance analysis • KPI development and management dashboards • Financial projections for strategic decision-making Investor & Growth Support • Investor-ready financial projections • Financial models for fundraising and capital planning • Investor and management presentations • KPI reporting and financial support for pitch decks • Scenario and sensitivity analysis • Growth opportunity and profitability analysis Accounting & Financial Operations • GAAP-compliant financial reporting • Accounting process improvement • Bookkeeping system optimization • Accounts receivable and working capital improvement • Financial controls and reporting accuracy • Accounting automation and process efficiency WHY CLIENTS HIRE ME Many financial professionals can tell you what happened last month. My focus is helping you understand what is happening now, what is likely to happen next, and what you should do about it. I combine strategic CFO thinking with hands-on accounting and operational experience. That means I don't simply deliver spreadsheets and reports—I translate financial information into clear, actionable recommendations. My approach is built around: • Better cash flow visibility — Know where cash is coming from, where it is going, and what your position is likely to look like months ahead. • Improved profitability — Identify margin problems, unnecessary costs, pricing opportunities, and underperforming areas of the business. • More reliable forecasting — Build financial models that allow management to evaluate growth, hiring, capital expenditures, financing, and other major decisions before committing resources. • Clear financial reporting — Turn complex financial information into understandable KPIs and management reports that help executives make decisions. • Scalable financial systems — Build processes that can grow with the business rather than relying on temporary fixes. WHO I WORK BEST WITH I am particularly well suited for founders, CEOs, entrepreneurs, and established businesses that have outgrown basic bookkeeping and need more sophisticated financial leadership—but may not need or want the expense of a full-time CFO. I can also help companies preparing for significant growth, financing, investor discussions, expansion, restructuring, or improved profitability. If you need an experienced Fractional CFO who can go beyond reporting the numbers and help you use those numbers to make better business decisions, let's discuss your business, your financial challenges, and what you want to accomplish.