CFO & Advisory
Fractional CFO Services:
Cash Flow Management & Forecasting – Understand and plan your cash position so you can cover obligations and time big moves.
Budgeting & Financial Planning – Realistic budgets and projections aligned with where you want the business to go.
Profitability & Performance Analysis – Know what’s making money and what’s draining it, with KPIs that tell you where to focus.
Strategic Decision Support – A partner to pressure-test pricing, hiring, financing, and expansion before you commit.
Controller Services – Senior oversight of your accounting function and internal controls.
Systems & Process Improvement – Streamline how your finances run, from workflows to controls.
Business Management Consulting
Beyond the numbers, I help owners tackle the operational challenges of running and growing a company — structure, processes, and planning — with practical strategies tailored to your business, not one-size-fits-all advice.
Why SimpliFi
You get genuine CFO experience applied directly to your business — not a junior analyst and not generic templates. Because I also handle the tax and accounting side, my advice is grounded in your real, current numbers and always considers the tax impact of every move.
Why Choose Us?
Our commitment to customer satisfaction ensures that you will receive the personalized service and attention you deserve. We know that each client situation is unique so we take the time to understand your individual financial goals and provide tailored solutions that align with your specific situation.
We stay up to date with the latest tax laws so we can provide the most accurate and beneficial guidance. We prioritize professionalism, integrity, and transparency to give you peace of mind and complete confidence in our services.