Data you can trust
Bring together accounting and operational information, with clear definitions and a financial model that reflects your business.
Fractional CFO · Operational intelligence · AI agents
The finance team you need. Without the overhead.
You know your business. I bring the financial expertise, structured data, and specialized AI agents to help you make better decisions — and make the most of your runway.
Traditional CFO judgment, modern tools. One accountable CFO, backed by AI agents.
The difference
Founders bring the vision. We turn it into a KPI-driven cash forecast and decisions you can act on.
Bring together accounting and operational information, with clear definitions and a financial model that reflects your business.
Link pricing, sales volume, product costs, utilization and other drivers to margins, cash flow and runway.
Explore trade-offs with AI agents and get experienced CFO guidance on what to change and why.
We build a structured foundation from your accounting, banking, billing, payroll and operational sources. Then we define the drivers and assumptions behind your financial model. AI can use that context to investigate changes and evaluate scenarios, rather than relying on generic internet benchmarks or isolated spreadsheets.
Know how you'll build something that pays and makes the world better. The rest is our job. We translate accounting information into operational questions you already understand: how much each unit costs, what sales volume you need, which activities consume cash, and which levers extend runway.
Working together
Fundraising can be where we begin. The real value grows as we turn your plan into a practical system for running the company.
Build or improve a financial model that withstands investor questions and connects business assumptions to cash needs.
Business drivers, investor scenarios, runway planning and financial support for your pitch. Your plan becomes the foundation for operating after the raise.
Connect operations to financial results, monitor the KPIs that matter, and model what to change when reality differs from plan.
Forecasting, plan versus actual, cash and runway scenarios, AI-assisted analysis and direct CFO judgment. We also help you make better use of the tools and workflows you already have.
Hire internal support as you scale. I can continue as your CFO while your employees take on more day-to-day finance work.
Help defining roles, onboarding internal staff, and handing over documented models, data foundations, tools and processes that your team can maintain.
Questions worth asking
AI can produce a plausible answer. We make the answer more useful by grounding it in your data, operating model and financial constraints.
Our agents use company-specific data, defined KPIs and financial models. They help investigate causes and compare alternatives. I check important assumptions and provide CFO judgment when you need to choose a course of action. AI analysis is decision support, not a substitute for validation.
What you look at every month
Each card answers one question. The answer is the headline. The chart is the proof.
Your AI-powered finance team
I work with specialized AI agents that extend what one CFO can deliver. Some help me behind the scenes; client-facing agents help you investigate questions, explore scenarios and use the capabilities already built into tools such as Ramp and QuickBooks.
I teach my AI agents to think beyond generic answers — using your business data, financial models, and operating realities to develop practical recommendations. Then I challenge their conclusions, bring my own experience and ideas, and look for ways to make those recommendations even better.
We help translate the financial detail into business language, and use agents and existing software features to make information easier to access and act on.
Illustrative interaction · Not live client data
Who you work with
I'm an experienced finance executive with a background in finance leadership, business processes and databases. I bring traditional CFO judgment together with the capacity of specialized AI agents.
Today sfCFO is a lean, hands-on practice. You work directly with me as your CFO, with part-time human support and an AI agent team doing much of the analytical and technical work.
My goal is to help you turn the business you know into financial information you can use — and decisions you can stand behind.
My experience includes VP Finance at a global technology company, business process improvement leadership and database management. That combination shapes how I connect operations, data and financial decision-making.
Questions
No. Fundraising support is one entry point, but my primary focus is ongoing CFO support for companies that are operating and growing.
Yes. We start with what you have, examine the assumptions, and connect the model to the operating and financial information that matters.
No. I'm your CFO. AI agents provide analysis and operational capacity; I provide financial judgment, challenge assumptions and work with you on important decisions.
Yes. As your needs grow, I can help you build an internal team that supports our work while I continue as your CFO.
The architecture and access arrangements are established for each engagement. We discuss data ownership, separation, security and connected tools before onboarding.