For advisors
A senior CFO bench for firms whose clients have outgrown the books.
Some of your clients need more than clean books. They need cash forecasting, profitability by job or location, and someone in the room when they finance, buy, sell, or bring in a partner. That is CFO work, and it sits above what most firms are set up to deliver.
I provide that layer for a small number of firms. You keep the relationship. I bring 25 years of finance leadership to the client behind you.
Who this is for
CPA firms
You handle tax and compliance well. When a client needs forward-looking finance, you can extend a CFO instead of losing the work or watching them hire around you.
Bookkeeping practices
Your client has scaled past what monthly close answers. You add a CFO layer above your work without giving up the account.
Advisory practices
You advise owners on growth and transactions. I sit underneath the strategy and make the numbers hold up.
How the handoff works
Confidentiality
Your client stays your client.
I do not solicit the tax, audit, or bookkeeping work. That stays with you. I handle the CFO scope we agree on and nothing beyond it. Client data is treated with the same confidentiality as any direct engagement, and I am glad to work under your NDA or a mutual one.
The point is to make your firm the one that solved the problem, not the one that got worked around.
Let us talk about your bench.
A short conversation about the clients you have in mind and how a CFO partnership would work.