Services
Ongoing Advisory & Support Services
Ongoing financial leadership without a full-time hire.
Overview
After a new system goes live, the real work is making it stick. Processes drift, new staff arrive, and the reports that were so clear at go-live slowly stop matching how the organization works.
Ongoing advisory gives you a senior finance leader in your corner without a full-time hire. With more than a decade as a CFO, Controller and VP of Finance, I bring an operator’s perspective: someone who has sat in your seat and owned the numbers.
Engagements are a monthly retainer, scaled for the time and scope you need.
Is this you?
- You’ve finished an implementation and want someone keeping an eye on how it’s working.
- You need CFO-level judgment, but not a full-time salary.
- Your team handles the day-to-day well but needs a senior finance leader to check in with.
- Budget reviews, forecasts and board reporting keep slipping to the bottom of the list.
What’s included
- Regular check-ins with your finance lead
- Review of the monthly close, reconciliations and financial statements
- Budgeting and forecasting support, including reviews with budget owners
- Preparation for finance committee and board meetings
- Internal controls and policy guidance
- Help with system questions, new processes and staff training as you grow
How it works
-
Scope
We agree on the time and focus that fit your organization right now.
-
Rhythm
A steady schedule of check-ins and reviews, so problems surface early.
-
Adjust
The scope scales up or down as your needs change.
Every engagement starts with a conversation
Tell me what’s going on with your systems, your close or your reporting. The discovery call is free: we’ll talk it through, and if it’s a fit, you’ll get a firm written quote, fixed fee or hourly.