Project-based or ongoing — structured around your situation, not a rigid package.
You're producing the same reports every month — but they take forever, nobody trusts them, and leadership wants more detail. Let's rebuild it.
Typical engagement: 4–12 weeks depending on scope
Or quoted as a fixed-fee project after scoping call
A single dashboard, built right, can replace three weekly meetings and a stack of email threads. I build in Power BI or Excel — whatever your team already uses.
Many dashboards delivered in 2–4 weeks
Based on number of data sources and complexity
Need a senior CPA in your corner on a regular basis — without the full-time price? I work with a select number of organizations as their go-to finance and analytics resource.
Limited availability — contact to discuss fit
Customized to your scope and hours needed
"A fractional CPA who also builds your dashboards is a rare combination. Most businesses don't realize they can have both."
30 minutes. We map your situation, pain, and what success looks like. No charge, no obligation.
I send a clear proposal — what gets done, what it costs, what you'll have when we're finished.
I work, you review checkpoints. No black-box delivery — you see progress along the way.
Everything delivered, documented, and your team trained. You own it completely when we're done.