Services

Services

Services

Running a business is one thing. Scaling it without the stress, second-guessing, or operational drag is another. Whether you’re facing operational growing pains, preparing for a strategic initiative, or simply need a fresh set of expert eyes, my services are designed to meet you where you are. From hands-on execution to high-level strategy and advisory support, I help founders and leadership teams build the systems, structure, and momentum they need to move forward, smarter and stronger.

Fractional COO/CFO leadership

Fractional COO/CFO leadership

A part-time, flexible COO/CFO without the full-time cost. Transforming vision into operational & financial reality. Perfect for organizations seeking to optimize workflows, eliminate bottlenecks, create aligned teams that execute with precision and purpose, and build robust financial systems for sustainable growth.

Fractional COO/CFO & Integrator
Fractional COO/CFO & Integrator
Fractional COO/CFO & Integrator

What it looks like: I embed into your operations as a Fractional COO/CFO and Integrator 10-20 per week, providing hands-on operational & financial leadership. Working directly within your leadership team, I translate your vision into actionable strategies that drive scalable growth, operational efficiency, and financial excellence. My expertise helps bridge the gap between your company's mission and its day-to-day execution, ensuring your business can grow strategically while maintaining operational and financial excellence.

Support type: I do it for you.

Ideal for: Founders and leaders of venture-backed startups and bootstrapped SMBs with a consumer focus, who are looking for someone to help bridge the gap between vision and execution across both operations and finance.

Process: Schedule an intro call to discuss your operational and financial challenges and priorities. I'll listen to understand your team's specific situation, then craft a customized engagement plan that addresses your most pressing needs and
long-term objectives.

Strategic advisory

Strategic advisory

Executive-level strategic support across business planning, go-to-market, operational strategy & fundraise readiness. Expert guidance for critical decisions, market positioning, financial planning, and growth initiatives. Ideal for leadership teams requiring seasoned expertise to navigate complex challenges and capitalize on opportunities.

Strategic advisor
Strategic advisor
Strategic advisor

What it looks like: For founders & leadership teams that need support executing on a strategic initiative and/or an operational or financial tune-up to maintain peak execution across all business functions. Over a 90-day period, I assist brands with initiatives including, but not limited to:

  • Brand / Company launches from 0 to 50

  • Business strategy development

  • Go-to-market strategy & execution

  • Finance, Accounting & Business Software Integrations

  • PLM System Design

  • Product Development

  • FP&A and Scenario Planning

  • New channel launches (Amazon, DTC, wholesale, retail)

  • Vision-to-action planning

  • Operational assessments

  • Supply chain optimization

    • 3PL RFPs

    • Co-Packer RFPs

    • S&OP Implementation

  • Team structure & development

  • Fundraising Strategy, Board & Investor relations, M&A preparedness, due diligence & quality of earnings preparation

  • Quality Management Systems & QA processes

  • ERP implementation & selection

  • International expansion & operations

  • Performance management & KPI dashboards

  • Cap table management & equity planning

  • Legal, Back Office & HR Systems

Support type: I do it with you.

Ideal for: Founders and leaders of venture-backed startups and bootstrapped
SMBs with a consumer focus, looking for assistance on key strategic operational
and financial sprints.

Process: Schedule an intro call to discuss your challenges and opportunities. I'll listen to understand your team's specific situation, then craft a customized 90-day game plan to address the strategic initiative or challenges needing to be addressed. I’ll guide you in implementing the strategy alongside your team or with external stakeholders.

Project-based consulting

Project-based consulting

High-impact consultation across product launches, supply chain optimization, business software scopes & integrations, system audits, M&A preparation & fundraise readiness. Targeted expertise for specific initiatives requiring deep operational and financial knowledge to drive measurable results and organizational transformation.

Project-based consulting

What it looks like: For founders & leadership teams that need guidance on a strategic initiative or assistance identifying operational or financial growth constraints. We access the same initiatives offered with strategic advisory services, but I create an action plan for you and your team to implement. I'll collaborate on next steps so you feel confident bringing our recommendations to life.

Support type: I show you how.

Ideal for: ounders and leaders in need of a hands-on collaborator and thought-partner with operational and financial expertise.

Process: We'll kick-off with a discovery workshop, assessing how you currently operate versus how you will operate with your long-term vision. For more narrowly focused projects, we dive into the desired outcome and I will create a 90-day engagement plan tailored to your specific needs. Depending upon project requirements and timelines, I'll dig into next steps during 60-minute calls to ensure you have clear direction.