How is this different from hiring a full-time CFO?

Cost and cadence. A full-time CFO at this caliber runs $250K to $400K plus equity. A fractional engagement gives you the same seat 2 to 4 days per month, month-to-month. For most $2M to $50M companies, that cadence is enough. When it is not, we help recruit the permanent hire.

What makes this different from other fractional CFOs?

Most of the fractional CFO market is recently-laid-off finance directors who never carried the title, or CPA firms offering CFO work as off-season capacity. Brian carried the title, sat in front of boards, and stood behind capital allocation calls. The credential stack is CFA, FPAC, 25+ years on Wall Street, and four founded companies. There is no junior handoff.

How quickly can you start?

Two to three weeks from a signed engagement. The first two weeks are the onramp: diagnostic, operating model, 13-week cash forecast, 90-day plan. By day 15 you have working artifacts in your hands, not a slide deck promising them.

What if we already have a controller or senior bookkeeper?

That is the ideal setup. The controller runs close and the books. The fractional CFO runs the strategic layer above: forecasting, capital, board, KPIs. They are complementary roles, not competing ones. If your controller is strong, engagements move faster and cost less.

What happens if we want to convert to a full-time hire later?

We support it directly. Brian helps recruit the permanent CFO, runs the handoff, and stays embedded for a defined transition period. The goal is not to hold the seat forever. It is to hold it until the business is ready to own it, then hand over the institutional knowledge cleanly.

A senior CFO in the seat, without the full-time hire

For $2M to $50M companies that need board-grade reporting and capital strategy without a $300K salary on the cap table. Embedded CFO leadership, month-to-month, with books closed by day 3 and a board deck by day 30.

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The Challenge

You are at $8M revenue. The controller is buried in close. The board pack is two weeks late every month. The forecast in front of leadership is a static spreadsheet that went stale three months ago, and no one is quite sure which version is current. You have tried two fractional CFOs already. Both were recently-laid-off finance directors who could not run the model without you in the room, and both disappeared into client overload by month three. You do not need another set of hands. You need someone who has actually carried the CFO title, sat in front of a board, and stood behind capital allocation calls when they did not work.

Our Approach

We embed at a 2 to 4 day per month cadence and install the operating spine of a real CFO function in the first two weeks. That means a working 13-week cash forecast tied to AR, AP, and payroll. A driver-based operating model with explicit assumptions and three scenarios. A 90-day execution plan. And a board-ready monthly reporting pack. From there we run the operating cadence alongside your existing controller: close, board, KPI review, capital strategy, and the 3-3-30 rhythm of books closed by day 3, flash report by day 3, and full board deck by day 30.

Brian holds the seat directly. There is no handoff to a junior analyst. The credential stack is CFA, FPAC, 25+ years across a Big Four professional services firm, global investment banks, institutional asset managers, and a boutique institutional long/short equity asset manager, plus multiple founded or co-founded companies including AI-backed ventures. Engagements are month-to-month with 30-day notice and no annual contract. If we ever stop being the right fit for the stage, we say so first and help recruit the permanent hire.

What You Get

Monthly close by day 3, flash report by day 3, board deck by day 30
Rolling 13-week cash forecast tied to AR, AP, and payroll
Driver-based operating model with explicit assumptions and three scenarios
One-page monthly board pack with variance commentary
KPI dashboard tied to the operating cadence, not a slide deck
Quarterly capital strategy review with the CEO and board
Lender, investor, and auditor management as needed
Recruiting and handoff support when you are ready for a full-time CFO

Engagement Model

2 to 4 days per month, month-to-month with 30-day notice. Brian holds the seat directly. Scope changes are surfaced in writing and approved before billing. Most engagements run 12 to 24 months. Some convert to full-time CFO recruiting when the business is ready, and we run the handoff so the institutional knowledge does not walk out the door.

Who It's For

Built for $2M to $50M service-led or founder-influenced companies with an existing finance function that has hit the ceiling of what it can do without executive leadership above it. Typically 3 to 10 years in business. We are not the right fit for pre-revenue startups or companies under $500K revenue. Those businesses usually need a strong bookkeeper, not a CFO.