01

The Finance Clarity Diagnostic

Best Starting Point · 2–3 Week Engagement

Before any transformation can happen, you need a clear picture of where the problems actually live. Most companies assume they know and most are at least partially wrong.

The The Finance Clarity Diagnostic is a structured 2–3 week diagnostic that maps your current finance operations, identifies the highest-impact gaps, and delivers a prioritized roadmap so you know exactly what to fix and in what order.

What's Included

• Close process diagnostic and timeline review

• Reporting quality and timeliness assessment

• Finance workflow mapping and bottleneck analysis

• Systems and integration gap review

• KPI visibility and decision-support evaluation

• Automation opportunity identification

• Team structure and accountability review

• Executive presentation of findings and recommendations

This is for you if...

• You're not sure where to start with finance transformation

• Leadership doesn't trust the current numbers or reporting

• Month-end close feels chaotic or consistently runs late

• You've heard "we need better systems" but have no roadmap

• You want a low-commitment, high-impact starting point before a larger engagement

What You Walk Away With

A clear, prioritized transformation roadmap, no guessing, no generic advice. You'll know exactly where the bottlenecks are, what's causing them, and what to address first to unlock the most value.

02

The Transformation Partnership

DEEP TRANSFORMATION · 3–6 MONTH ENGAGEMENT

For companies ready to overhaul the finance function from the inside out. This is the high-touch engagement where I roll up my sleeves and lead the transformation alongside your team.

This isn't consulting from the sidelines. I act as an embedded transformation partner, redesigning processes, accelerating the close, leading systems migrations, developing team capability, and managing change at every level.

What's Included

• Finance workflow redesign and process overhaul

• Month-end close acceleration and calendar redesign

• Reporting architecture rebuild (KPIs, dashboards, executive packages)

• Systems migration leadership (QuickBooks, NetSuite, ERP)

• Chart of accounts and data structure redesign

• Automation implementation governance and oversight

• Team development, training, and accountability frameworks

• Internal controls design and GAAP compliance strengthening

• Change management and stakeholder communication

• Executive leadership and board-level financial communication

This is for you if...

• Finance operations have become a bottleneck to growth

• You're planning or mid-way through a systems migration

• Your team is overwhelmed and processes are fragile

• You need a proven operator, not just a strategic advisor

• Leadership has lost confidence in finance to deliver on time

• AI/automation initiatives have stalled or made things worse

What You Walk Away With

A modernized finance function that operates with speed, accuracy, and strategic clarity. Your team knows what to own, your systems work together, and leadership finally gets the real-time visibility they need to make decisions.

03

The Finance Compass

STRATEGIC LEADERSHIP · ONGOING MONTHLY ENGAGEMENT

Executive CFO leadership without the full-time overhead. I become your strategic finance partner, attending leadership meetings, guiding major financial decisions, and ensuring your finance function continues to evolve as your company grows.

This engagement is built for companies that have completed foundational transformation work (or are in a healthy operational state) and need senior financial leadership to drive strategy.

What's Included

• Monthly financial planning, analysis, and reporting oversight

• Cash flow management and treasury strategy

• KPI tracking and board/investor reporting

• Budget development and variance analysis

• Finance team leadership, mentoring, and accountability

• Strategic input on pricing, margins, and growth decisions

• Ongoing systems and automation governance

• Audit and compliance oversight

• M&A, fundraising, and due diligence support as needed.

This is for you if...

• You need CFO-level thinking but not a full-time hire yet

• Finance reporting and decision-support need executive oversight

• You're planning to raise capital, go through an acquisition, or pursue a major partnership

• Your current finance team needs a senior leader to elevate performance

• Wellness industry expertise at the CFO level is a priority

What You Walk Away With

CFO-level strategic leadership that scales with your company without the cost or commitment of a full-time executive hire. Decisions grounded in real data, a finance team that performs, and a financial function that supports growth rather than constraining it.