Small Business CFO for hire!  If you don't have a full time CFO, consult with me for any of your business needs.

Financial Analysis

As your CFO for hire, we can discuss and set short, medium, and long term financial goals for your business. We start by gaining a thorough understanding of your financials, assess your revenue and cash flow, staffing efficiency, and the procedures you have in place.

We then apply financial planning techniques to help get your business to the place you want it to be. We will set a budget based on our assessment of your financials and your business goals. Through forecasting we will monitor and compare your actual numbers to what we budgeted.


Half of my clients are successful startups so I know what it takes to get the financial side of your business off to a good start. I will set up efficient accounting procedures and coach your employees and staff on their role in keeping those procedures on track. I will compile reports as well as projections of revenues and expenses to keep your investors and bank informed of your business status. Consult with me for these and any other accounting challenges your startup faces.


I can provide training for you and your employees on any of the following topics:

  • Understanding your monthly financials
  • Budgeting and forecasting
  • Payroll entry and processing
  • Accounting software packages
  • Excel spreadsheets

I can also create customized training to meet your business needs.

Point of Sale Systems

Need help setting up Square for Apple or Android? Hire me to:

  • Set up your inventory items for sale
  • Create your online website market
  • Create events
  • Link your point of sale system to your to bank
  • Incorporate Square and Xero 

audit prep

Let me help you with your 401k audit prep, insurance audit prep, and other audits required by government or other funders.