
Senior level financial leadership - without the full-time overhead - so you can scale with clarity, confidence, and the right numbers guiding every decision.
Investor grade finance, practical AI adoption and exit ready operations on a flexible, part time basis.
Speed I Experience I Cost effective


Step 1 - Discovery and Financial Diagnostics
I start with a focused, no pressure conversation about where you are and where you want to go. I'll review your current financials and operational data, tax returns, ask questions, and give you an honest read on the gaps, risks and opportunities - before we agree on anything.
Step 2 - Engagement Design and Kickoff
Based on what we learn in step 1, we'll decide the scope, deliverables, and timeline that fits your goals. Every engagement is structured around your specific situation, whether its a 30-day sprint or an ongoing fractional relationship.
Step 3 - Execution, Reporting and Results
I can be as embedded in your business as needed - attend meetings, and work directly with your teams to deliver the financial clarity and strategic guidance that moves the needle. You will have a direct line to me and we will meet often. Engagements evolve with your needs.


CFOFractional CFO and strategic partner to CEOs; founder of CFO Strategies.
I help founder‑led technology and professional services companies build the financial and operational discipline to scale with confidence. Early on, I noticed this need in emerging businesses, however it was not a full time need with the associated overhead.
With more than 35 years leading finance functions at public and high‑growth private companies, I guide teams through strategic budgeting, capital raises, international expansion, acquisition analysis, and exit planning. I turn unit economics, revenue expansion, margin improvement, and KPIs into disciplined and useful reporting. I craft exciting founder growth narratives that generate the right kind of investor interest.
I an a CPA with Big 4 roots and an MS in Technology Commercialization (UT Austin McCombs), I combine technical rigor with an operator’s instinct for driving measurable value.

When hiring a fractional CFO, a CEO should look for broad, hands‑on experience across company stages, industries, and control environments. Seek someone who has led fundraising, forecasting, M&A, international expansion, and margin‑improvement work—and who has repeatedly solved the operational and reporting problems that fast‑growing companies face. The right partner can direct finance and cross‑functional teams to implement best‑in‑class processes, while judging which controls and workflows are appropriate for the company’s stage. That practical judgment produces cleaner unit economics, tighter KPIs, and investor‑ready reporting and narratives. I bring more than 35 years of that experience to the table, with a track record of turning finance discipline into measurable outcomes.

At CFO Strategies, I believe that quality financial services should not come with a hefty price tag. That's why I offer flexible pricing to ensure that businesses with growth potential, regardless of current size, are able to access my services.

I understands that every business has unique financial and strategic challenges and demands. That's why I offer personalized services to meet the specific requirements of each client. I partner with the CEO and work to understand the business and provide tailored solutions for stand alone projects as well as ongoing fractional CFO support.
Austin, Texas
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