For owners, CEOs and finance leaders
Financial and operational consulting.
Built on trust and transparency.
Practical guidance on financial strategy, profitability, sales and marketing performance and operational efficiency. For growing businesses and those looking to turn results around.
Financial & Operational Consulting
Financial consulting
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Strategic planning and forecasting
Plans and forecasts that leaders actually use to make decisions.
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Profitability and margin improvement
Find the unit economics that matter, cut what doesn't pay, and grow profitably.
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M&A and transaction support
Valuation, quality of earnings, synergies, due diligence, negotiation, and integration.
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Fractional CFO services
Ongoing senior finance leadership a few days a month.
Operational consulting
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Sales and marketing performance
See what really drives revenue, and which channels and campaigns pay off.
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Customer retention and churn
Understand why customers stay or leave, and what keeping them is worth.
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Operational efficiency
Find where time, money and effort leak out of how the business runs, and fix it.
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Analytics and business intelligence
Reports and dashboards people actually use to run the business.
Who I serve
- Public and private corporations
- Private equity portfolio companies
- VC-backed companies
- Owner-led businesses
From the Learn guides
Short, plain-English explanations of how financial and operational leadership works, and when outside help makes sense.
What is a fractional CFO?
Senior financial judgment, part-time: what the role is and who uses it.
CFO, controller, bookkeeper: who does what?
The finance roles side by side, and which way each one looks.
Signs your business may need CFO-level help
Common signals that it's time, and when you probably don't need one yet.
What a fractional CFO can work on
The main areas of the work, each with a short example.
How an engagement typically works
From a first conversation to handoff, in five steps.
How fees work
Retainer, hourly or fixed-fee project, and what drives the cost.
Is your sales and marketing spending paying off?
The handful of numbers that show whether growth is efficient, and the traps to avoid.
Where operational efficiency hides
Finding the waste in how work gets done, and a simple way to start.
Frequently asked questions
Working alongside your team, time commitment, confidentiality and more.
Have a question about your own situation? Scott is glad to talk it through.
Get in touch