Elite Guidance for Your Toughest Climb

When the stakes are high, a CFO’s most valuable asset isn’t another project team- it’s clear, unentangled perspective…

Book Your Intro Call

Your biggest challenge isn’t the numbers. It’s carrying the weight of critical decisions — alone.

When you’re in the CFO seat, every decision is a public one. Every misstep is a headline in your career story. The real pain isn’t a slow close cycle, a misaligned ERP, or a shaky forecast — those are symptoms.


The Real Pain is:

  • Crushing accountability without truly independent, agenda free insight

  • Deadline pressure from boards, CEOs, and investors who don’t accept “later”

  • Execution risk on complex projects where failure is visible and expensive

  • Reputation risk in front of stakeholders who control your future

  • An overstretched team with no bandwidth for deep strategic review


You can’t afford a blind spot… You can’t afford consultant optimism… You can’t afford to get it wrong…

“I’ve spent over 25 years advising CFOs at Fortune 100, PE-backed, and upper middle market companies. I’m here to keep your programs honest, give you an expert opinion, and help you make the right calls when time, capital, and credibility are on the line.”

How I Work

Retainer

Continuous oversight and decision support. E.g. ongoing ERP design and implementation QC review. 12 hours per month for 6 months.

Decision Labs

Rapid turn strategy sessions for critical inflection points. E.g. 4 hour session to map and agree on post merger integration priorities for management reporting.

Service Packs

Defined package of hours used for targeted deep dives. E.g. 16 hours for close cycle review including write up on targeted areas of improvement and action items.

Core Domains of Expertise

  • First 100 Days in the CFO Chair

  • Finance Strategy & Transformation

  • Technology-Enabled Change

  • Structural Optimization

  • Reporting & Decision Support

  • Finance Function and Project Rescue

“When the path is steep, you don’t need another consultant. You need a Sherpa.”

Let's Talk