Yes. I'm based in San Diego but work with business owners across the US. Most of my work is remote, with occasional travel for clients who want it.

Mostly owner-operated businesses, from pre-revenue startups to established small businesses with a handful to several dozen employees. If you're not sure whether you're a fit, the free consultation is a good place to find out.

No. I work alongside your bookkeeper and CPA, focusing on the strategic and operational side: budgeting, forecasting, financial reporting, cash flow planning, and helping you actually use the numbers your bookkeeper produces.

We start with a deep-dive into your current financials, systems, and goals. From there I build a working plan — usually some mix of cleanup, reporting setup, and forward-looking financial planning. We’ll set set a regular cadence (weekly or monthly) to review.

You get senior-level financial guidance without the full-time salary. Most of my clients don't need a full-time CFO — they need someone experienced for a few hours a week or a focused project. Fractional means you scale up or down as your business changes.

It depends on the engagement. Hourly for coaching and one-off support, project-based for defined initiatives, and a monthly retainer for ongoing CFO work. We'll talk through what makes sense for you on the consultation call.

That's the most common starting point. The free consultation is meant to help you figure that out by talking through your challenges and goals and offer some insights, even if we don't end up working together.