Fractional CFO Services for Growing Businesses
Strategic financial leadership powered by AI automation and advanced analytics.
I help multi-unit franchisees and scaling companies optimize finances, plan growth, and make data-driven decisions—without the $300K+ full-time hire.
Multi-Unit Franchise Expertise
AI-powered unit-level analysis for franchisees with 3-20 locations. Real-time dashboards, development schedule modeling, and expansion financing strategy. Specialized in QSR, fitness, home services, and automotive franchises.
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. Perfect for $3M-$50M revenue companies in growth mode.
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)