Strengthen Cash Flow. Build Scalable Financial Systems. Grow with Confidence.

At CFO and Coach, we help privately held businesses improve cash flow by 20% or more and implement systems that scale — so owners can grow confidently without risking financial stability.

With decades of CFO experience across industries, we partner with business owners to create financial clarity, discipline, and sustainable growth. Whether you’re preparing for expansion, raising capital, or improving operations, we’ll help you turn financial data into strategic advantage.

Featured Services:

Fractional CFO Services

hands-on strategic finance leadership.

Cash Flow Optimization

improve liquidity and forecasting accuracy.

Financial Systems & Reporting

scalable dashboards and KPIs.

Growth & Capital Strategy

plan funding and capital structure with confidence.

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