Fractional CFO · Manufacturing & operations-heavy businesses

Your numbers don't need a reporter. They need an operator.

Twenty years in finance. A decade as CFO and COO of manufacturing operations. I don't just read your financials — I build the systems behind them: a close that lands in days, a 13-week cash forecast you actually trust, and margins you can finally see by product, job, and customer.

Book a free CFO fit call See the engagement tiers
For companies $500K+ USD in annual revenue · Serving the U.S. and Canada
When it's time

You'll recognize the symptoms.

You're flying on bank balance

Decisions get made by checking the account, not a forecast. Growth feels like risk instead of a plan.

Growth is eating your cash

Sales are up, the bank account isn't. Inventory, receivables, and payroll are consuming every dollar the growth brings in.

You can't see margin

You know the company's profitable — roughly. But by product, job, or customer? Nobody can say which work to chase and which to fire.

The operator difference

Most CFOs report the numbers. Operators change them.

Floor credibilityA decade running manufacturing as COO — I've owned production schedules, supply chains, and payroll Fridays, not just the reports about them.
Systems that outlast meEvery engagement builds machinery your team runs without me: close checklists, dashboards, costing models, forecast rhythms.
Decisions, not decksYou get a recommendation with a number and a date — not a 40-page deck that ends in "it depends."
Systems, not just reports

What gets built.

The finance function a $5M–$30M USD company needs — installed at the size you are now, designed to scale to the size you're becoming.

A monthly close that lands in days

Checklist-driven close with your bookkeeper or controller — accurate statements by the 10th, not the 25th, every month.

13-week rolling cash forecast

The single most valuable page in the business: what's coming in, what's going out, and exactly when it gets tight — updated weekly.

Costing & margin by product, job, and customer

Real manufacturing cost accounting — standards, variances, overhead absorption — so pricing and quoting stop being guesses.

KPI scorecard the whole team runs on

The 8–12 numbers that actually drive your business, on one page, reviewed on a rhythm — finance as an operating system, not a rearview mirror.

Budgets, forecasts & scenario plans

An annual budget the team believes, reforecast quarterly, with what-if models for the big moves: new line, new plant, new hire, new debt.

Banking, financing & deal readiness

Lender-grade packages, covenant management, equipment and working-capital financing — and clean, defensible numbers if a sale or investment is ever on the table.

Engagements

Sized to your revenue, priced in writing.

Flat monthly retainers — no hourly meters. Every tier begins with the Finance Function Assessment, and every tier is a fraction of a full-time CFO's $350K+ USD loaded cost. All prices and revenue ranges below are in U.S. dollars (USD).

CFO Foundation
from $3,500 USD/month
~$500K–$2M USD revenue · monthly rhythm
  • Monthly close review & clean statements
  • 13-week cash forecast, maintained
  • KPI scorecard & monthly strategy session
  • On-call for the big decisions
For owners who need senior finance judgment on a monthly cadence.
CFO Growth
from $6,500 USD/month
~$2M–$10M USD revenue · weekly rhythm
  • Everything in Foundation, weekly cadence
  • Costing & margin analysis by product/job
  • Your bookkeeper/controller, led and leveled up
  • Banking relationship & financing management
  • Quarterly board-style business review
The manufacturing sweet spot — where cost accounting starts deciding who wins.
CFO Embedded
from $10,000 USD/month
$10M+ USD or transformation · 1–2 days/week
  • Everything in Growth, embedded on-site/virtual
  • Finance team leadership & hiring
  • Major projects: ERP, plant expansion, turnaround
  • M&A, financing rounds & exit readiness
A senior CFO seat, without the $350K+ USD full-time commitment.
How it works

Three steps to a finance function that runs.

1
Free fit call (30 min)You describe the business and what keeps you up at night; I tell you honestly whether a fractional CFO is the right tool — sometimes it isn't yet.
2
Finance Function AssessmentA fixed-fee, two-week diagnostic of your numbers, systems, and team — you get a written findings-and-roadmap report, credited in full if we engage.
3
Build & runWe install the systems in the first 90 days, then run the rhythm: close, forecast, scorecard, decide. Quarter by quarter, the machine gets stronger.
Talk to us

Bring the operator's eye to your numbers.

Tell me a little about the business — revenue range, what's frustrating you about the numbers — and I'll come to the fit call already prepared.

  • 20+ years in finance · decade as CFO & COO in manufacturing
  • Flat monthly retainers, quoted in writing before we start
  • Systems your team keeps, whether or not I stay forever
  • Backed by ufirst's full accounting & tax practice

Book a free CFO fit call

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