Solo Senior Fractional CFO
Solo senior fractional CFO.
Flat monthly fee.
Scope defined upfront.
Senior financial leadership for solo bookkeepers and small businesses — published pricing, every engagement a flat fee starting at $4,500, and the scope agreed before you book.
Solo senior · 20+ years
What You Get
Run the 90-minute workflow diagnostic.
A self-serve intake that scores your answers into concrete output — bottlenecks, quick wins, and a starter automation you can wire up today.
Four sections, weighted scoring. You see the three friction points dragging your week down — pain-rated 0-10, with the single lever that relieves each.
Each ranked by effort (S / M / L) and matched to a bottleneck above it, so you fix the right thing first.
Download a PDF straight from your browser. The "lead → sheet → email" Apps Script ships alongside, ready to install in script.google.com in 60 seconds.
What I Do
Four pillars.
One partner.
Every engagement draws on all four areas as needed — setup without losing process, automation without losing control.
Planning, pricing, and launch support — get clear next steps instead of abstract strategy decks.
Clear bottlenecks, tighten workflows, and build repeatable operations that don't rely on you doing everything.
Cut repetitive work with Google Workspace, spreadsheet templates, AI tools, and workflow automations.
Basic websites, Google Business Profile setup, lead capture, and local positioning — get found locally.
How It Works
From stuck
to running.
Four steps, no mystery. You stay involved throughout — the work happens with you, not for a future deck.
A short call or message sets the stage. I'm looking for the real friction — what's slowing you down, what keeps getting dropped, what you wish you had time for.
I map the current state against what you're trying to achieve. No lengthy audits — just a focused read on what needs to change first and why.
Hands-on co-work: templates built alongside you, processes documented as we go, automations tested in your environment. You're never waiting on a deliverable.
The work is done when you can operate it without me. Documentation, handoff, and a short walkthrough so the changes stick.
Ready to Get Started?
Let's talk through
what's slowing you down.
No commitment, no pitch deck. Tell me what your business needs and I'll let you know if and how I can help.