Fractional CFO and COO · Serving companies nationwide
Finance and operations leadership for companies that have outgrown how they run.
The cash you need is already inside your business. If you run an owner-led or PE-backed company with $5M to $100M in revenue, you'll see where cash is stuck and where money is being lost, then put the meetings, vendors, and systems in place so the fixes stick.
30 minutes. No charge.
13-week cash forecast
$3.0M ending, week 13
- Finance and P&L exposure, up to a $1B+ Fortune 500 business line
- $20M–$1B+
- debt financing negotiated directly with banks as an operator
- $22M
- years in finance and operations leadership across four industries
- Nearly 20
- of accounts payable taken to non-touch across 36,000+ invoices a year, with no added headcount
- 75%
Sound familiar?
Six problems that stall $5M to $100M companies.
If two or more sound familiar, we should talk. A 30-minute call finds the one costing you the most.
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"Everything still runs through me."
Sales, purchasing, finance, and operations each do their own thing. No one ties cash, margin, inventory, and service to one plan, so every cross-department decision lands on your desk.
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"Revenue is growing, but cash is getting tighter."
Inventory, receivables, purchasing, and vendor terms absorb cash faster than you can see it happening. You know the bank balance. You can't reliably explain the next 13 weeks, or which lever to pull first.
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"We're selling more, but I can't prove where we make money."
Gross margin is viewed in total, hiding the actual impact of particular customers, products, locations, or salespeople dragging down margin. Prices get set by feel.
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"My leadership team doesn't hold each other accountable."
Meetings happen, but decisions don't stick. Nobody shares a scorecard, priorities shift every week, and the same problems come back every quarter with new names on them.
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"Too much of this depends on people pushing spreadsheets and invoices."
Manual handoffs across AP, AR, purchasing, reporting, and quote-to-cash create drag, errors, and key-person risk. The usual fix is another hire, and the work itself never gets redesigned.
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"We've grown past the systems and the org chart we started with."
The ERP is held together with workarounds. Vendor contracts auto-renewed years ago at prices nobody has tested. Roles were built around the people who held them, and the next $20M of revenue won't fit inside them.
Fractional CFO and COO
What is a fractional CFO and COO?
A senior executive who works inside your company on a defined monthly scope, without a full-time hire. You get CFO and COO judgment on cash, margin, and how the business runs, scoped to what the work needs.
Lever calculator
What is one fix worth in your business?
This is the cost of waiting, in your own numbers. Move the sliders to match your business. Nothing leaves this page unless you ask for your breakdown.
One point of gross margin
$500,000
a year, every year
Five fewer days of DSO
$684,932
of cash released once
One more inventory turn
$1,762,500
of cash released once
Added gross profit each year
$500,000
Cash released once
$2,447,432
Cash tied up in receivables and inventory today
$15,935,788
The two cash fixes release 15.4% of the working capital tied up today.
Want this on one page?
Get your three levers ranked by dollars, with what it takes to capture the largest one. Jason will also send you one personal note within a business day. No mailing list.
The mechanics behind these three levers are in rung 3 of the Cash Flow Ladder, the free course on cash flow.
Let's find out what's inside your numbers
What happened to the cash last month?
If you can't answer that by the fifth business day, book 30 minutes.