Fractional CFO Services for Growing Businesses
Strategic financial leadership powered by AI automation and advanced analytics.
I help small businesses, franchisees, and scaling companies optimize finances, plan growth, and make data-driven decisions. Plans starting at $1,000/month.
Multi-Unit Franchise Expertise
AI-powered unit-level analysis for franchisees with 1-20+ locations. Real-time dashboards, development schedule modeling, and expansion financing strategy. Specialized in QSR, fitness, home services, and automotive franchises. Starting at $1,000/month.
Learn more →Tech-Forward CFO Partnership
Strategic financial planning with Python automation and AI analytics. Real-time dashboards, Monte Carlo forecasting, and predictive insights—not month-old Excel files. For companies from early-stage to $50M revenue.
Learn more →Proven Credentials + AI Expertise
CPA + CFA charterholder. Former Big 4 audit and hedge fund trader. Chicago Booth MBA. Python, AI automation, and Monte Carlo simulation expertise. Strategic finance meets cutting-edge technology.
Also offering: Individual tax preparation for Chicago residents (limited capacity)