Strategic Financial Leadership, Right-Sized for Your Business
Fractional CFO services that turn your numbers into a clear path to growth. Backed by 20+ years of senior finance experience and right-sized for your business: cash flow forecasting, custom Excel dashboards, and the clarity to make confident decisions.
WHAT WE DO
Sharper numbers, stronger decisions.
Fractional CFO
Senior-level financial strategy and oversight without the cost of a full-time hire. Cash flow management, board-ready reporting, budgeting, and the strategy to scale with confidence.
Consulting
Strategic partnership for businesses that need custom spreadsheets, dashboards, and financial systems built from the ground up, tailored to your operations.
AI Integration
Practical AI and automation for your numbers. We set up the tools and workflows that save you hours, from automated reporting to AI-assisted analysis, built around how your business runs.
Speaking Engagements
Keynotes, workshops, and podcasts on small business finance, real estate investing, personal money basics, and side hustles. Plain-English talks for chambers, conferences, and corporate audiences.
Also offering
Complementary services
Our focus is small business finance and fractional CFO work. We also help in a couple of related areas.
“Numbers tell stories. We help you read them. With 20+ years in senior finance, from owner-operated small businesses to institutional real estate, we bring the same hands-on rigor whether you run a restaurant or a rental portfolio.”
Erin Onsager
Founder, Simply Spreadsheets
Ready to Make Your Data Work for You?
Book a free 20-minute discovery call. We’ll talk about your goals and we’ll show you exactly how we can help, no strings attached.
Simply Spreadsheets 