Daniel B.

Fractional CFO | Financial Visibility, Strategy & Growth

I help business owners turn financial information into a strategic advantage. As a Fractional CFO, I work with growing businesses that need stronger financial leadership but may not need—or be ready for—a full-time CFO. My role is to help owners better understand what's happening in their business, identify opportunities and risks, and use that insight to make better decisions around profitability, cash flow, operations, and growth. With 20+ years of accounting, finance, and operational leadership experience, I've worked with businesses across a wide range of industries and stages of growth. How I Help As businesses grow, the financial complexity grows with them. Owners are making bigger decisions, managing more moving pieces, and often need more than traditional accounting and financial reporting. I help bridge that gap by providing CFO-level leadership across four key areas: Financial Oversight Review financial performance and reporting, identify issues or inconsistencies, and help ensure leadership can rely on the information being used to run the business. Strategic Insight Turn financial and operational data into meaningful analysis that helps owners understand what's driving profitability, cash flow, margins, working capital, and overall performance. Strategy & Planning Build forecasts, financial models, KPIs, budgets, and scenario analyses that help leadership evaluate opportunities, establish objectives, allocate resources, and plan for growth. Implementation Leadership Help turn financial insight into action by establishing priorities, coordinating with internal teams and outside resources, and keeping important financial initiatives moving forward. Fractional CFO Services Financial performance analysis and executive reporting Cash flow forecasting and working capital management Profitability and margin analysis Budgeting, forecasting, and FP&A KPI development and performance measurement Financial modeling and scenario analysis Strategic planning and growth support Financing and capital planning support Accounting and financial reporting oversight Controller & Financial Operations Support When a business needs deeper accounting or financial infrastructure support, I can also assist with: Month-end close and financial reporting GAAP accounting and technical accounting matters Accounting cleanups and process improvement Internal controls and audit readiness Reporting infrastructure and system optimization Revenue recognition (ASC 606) Inventory and cost accounting Businesses I Work Best With I typically work with growing small and mid-sized businesses where the owner or leadership team wants greater visibility into financial performance and stronger financial support for decision-making. Common challenges include: Profitability or margins aren't where they should be Cash flow doesn't seem to match reported profitability Leadership lacks visibility into what's driving performance Financial reporting isn't providing enough insight Growth is creating greater financial and operational complexity The business needs better forecasting, KPIs, or planning Leadership is evaluating expansion, financing, investment, or other significant decisions Background 20+ years of accounting, finance, and operational leadership experience 11+ years serving businesses in CFO and Controller capacities CPA (Inactive) Former Auditor with Moss Adams Experience across construction, manufacturing, SaaS & technology, hospitality, e-commerce, professional services, and other service businesses My goal is simple: give business owners the financial visibility, insight, and leadership they need to make better decisions and build a more profitable, financially stronger business.