Financial strategy
The money plan behind the growth plan. Where every dollar goes, what to fund, what to cut, and how the finances line up with where the business is headed.
CHIEF FINANCIAL OFFICER · CFO
Your Chief Financial Officer for the next stage of growth.
This isn't bookkeeping or a one-off tax filing. I step into your company as its CFO and we take control of the money together: cash flow, profitability, budgeting, accounting, taxes, and financing.
What a Chief Financial Officer does for you
Big companies have a Chief Financial Officer, the person who owns the money: where every dollar goes, whether the business is actually profitable, and whether there's cash to make the next move. Most owners never get one. That's the seat I take in your company.
For more than 25 years I've worked as a fiscal and accounting strategist, and I've founded and exited three companies of my own. I've run the money side of real businesses, not from a textbook. So you get someone who reads the numbers and makes the call, not just someone who writes them down.
I don't hand you a report and disappear. I stay in the room, month after month, owning the numbers with you as if the company were mine.
Where I work with you
Seven fronts of your finances, run as one plan.
Cash flow
The number that actually keeps you up at night. We build real visibility into your cash, what's coming in, what's going out, and how many months of runway you really have, so cash stops being a surprise.
Profitability & margins
What actually makes money and what only looks like it does. We find your real margins by product, service, and client, and cut the work that quietly loses you money.
Budgeting & forecasting
A budget you actually run the business by, and a forecast that tells you what's coming before it hits. We plan the year with numbers, not hope.
Accounting & reporting
Clean books and financial statements you can read. A monthly close on time, and the handful of numbers that tell you, at a glance, whether the business is winning.
Taxes & structure
Tax strategy and the right structure so you keep more of what you earn, legally and on purpose. Built for owners who operate across the U.S. and Latin America.
Financing & capital
When to borrow, when to wait, and what money actually costs you. We make funding, credit, and big spending decisions with the numbers in front of us, not on a hunch.
Who it's for
This is for the owner whose business already makes money, but the money is a black box. You bill real revenue, yet you're not sure of your true margins, your cash keeps surprising you, and tax season hits like an ambush. You want someone to own the numbers.
If you're still building the foundation, that's La Mesa, where I train owners on their way up. And if you want a strategist over the whole business: growth, sales, marketing and the money together. That's my CSO seat on the Strategy page. This page is for when you specifically need the money run right.
Not sure which one is you? Tell me about your business below and I'll tell you straight.
→ See Strategy, my full CSO seat over the whole business
→ See La Mesa, for owners just starting to scale
How we start
You write to me
Fill out the form below. It comes straight to my inbox, no bots, no call center.
We get on a call
I read what you sent and we set a call or video call to talk about your numbers, one on one.
The real diagnosis
We look under the hood, the cash, the margins, the taxes, the leaks, and find the money moves that matter.
I take the chair
If it's a fit, I step in as your CFO and we execute, together, month after month.
Let's talk about your numbers
Fill this out and it comes straight to my inbox. From there we set a call or a video call. No bots, no call center. Just me.
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