Fractional CFO Services

Service Description

Issues Solved by Cloud Financial Solutions, LLC: You’ve outgrown DIY financial management, but you’re not ready for a full time CFO. You need someone who can look at your numbers and tell you what they actually mean for your business, who can build the financial models behind big decisions, and who can talk to your bank, your investors, and your board with the credibility your company deserves. You need a CFO — just not a $200K-a-year one. What you get: • Cash flow analysis and 13-week forecasting • Annual budgets and rolling reforecasts • KPI dashboards and executive reporting • Strategic planning support — acquisitions, expansions, financing • Bank and investor presentations • Pricing analysis and margin improvement • Monthly or quarterly leadership team meetings • Direct access to your CFO between meetings Why Cloud Financial Solutions This is corporate-level financial strategy delivered directly to your leadership team. I bring approximately a decade of corporate finance experience from KeyBank — one of the largest regional banks in the U.S. — where I worked on M&A transactions, SEC reporting, financial systems integrations, and tax structuring at scale. International tax management at Westfield, including a Lloyd’s of London acquisition, broadened that experience further. Most fractional CFOs grew up at the small-business level. I grew up doing CFO-adjacent work at the Fortune 500 level, and I’m bringing it down-market because the small and mid-sized businesses I serve deserve the same caliber of analysis. Let me help your business to be more profitable, more secure, and to be audit-ready. Contact me today.