Clarity CFO Advisors brings senior-level financial leadership to owner-led companies between $500K and $2.5M in revenue, without the cost of a full-time hire.
By the time a business crosses $500K in revenue, the spreadsheet that used to work doesn't anymore — but a full finance department is still years away. That gap is where we work.
Revenue is up, but margin is a guess. We build reporting that shows you what's really driving — or draining — your bottom line.
Sales look healthy but cash is always tight. We build forecasting that shows what's coming, before it surprises you.
Decisions get made on instinct because there's nothing else to go on. We put a plan underneath the instinct.
The books, the systems, and the decisions have all landed on the owner's desk. We take the financial piece off it.
Lenders and investors ask questions your current reporting can't answer. We get your numbers ready before they ask.
Senior finance expertise, scoped to what your business needs right now — and built to grow with you.
Clean, plain-language monthly reporting and dashboards that tell you what's actually happening in the business — not just what your books say.
Rolling cash forecasts and early-warning tools so you can see a shortfall coming weeks or months out, not the day it arrives.
A working budget built around how your business actually runs, revisited regularly so it stays a decision-making tool, not a document that gets filed away.
Bookkeeping cleanup, QuickBooks structure, and simple workflows that replace spreadsheets and guesswork with a system you can trust.
The financial story and documentation banks, lenders, and investors expect — built well before you need to present it.
Grant-funded budgets, vendor and capital-project oversight, and finance support shaped by direct experience inside the industry.
A conversation about where your business stands today and where the financial gaps are getting in your way.
We go into the numbers and the day-to-day operations to understand what's really driving the results you're seeing.
A straightforward roadmap of findings and recommendations — in plain language, with a clear next step for each.
Continued advisory support, scoped to the hours your business needs, as those needs change over time.
Before founding Clarity CFO Advisors, I served as Director of Finance and Operations for an Owner's Representative firm in the life sciences and biotech industry — work that meant sitting between owners, operators, and complex capital projects, and making sure every side understood what the numbers actually meant.
Leadership doesn't need more data. It needs the data broken down into something they can act on.
That's the work I do now: taking financial and operational complexity and breaking it into pieces that are easy to understand, so owners can find the root cause of an issue, build a more efficient process around it, and make decisions with confidence instead of guesswork.
Generalist in scope, with particular depth in life sciences and biotech-adjacent businesses.
Companies that have grown past what the owner or a bookkeeper can manage alone, and need senior financial judgment without a full-time hire.
Vendors, service providers, and small firms operating alongside the life sciences industry, where grant funding and capital projects add complexity.
Businesses preparing for their next stage — a loan, an investment, a succession plan — and want their financial picture in order first.
Yes — "CFO Advisor" and "Fractional CFO" describe the same kind of engagement: senior finance leadership on a part-time or as-needed basis, rather than a full-time hire. I use "CFO Advisor" because it better reflects how I work — as a hands-on partner and advisor, not just a periodic outside consultant.
A full-time CFO typically isn't practical — or necessary — at this revenue range. Advisory engagements are scoped to the hours your business actually needs, at a fraction of a full-time salary and benefits cost.
That's a common starting point, not a barrier. Process and systems cleanup is often the first phase of the work, before deeper strategy and forecasting begin.
Very little. The goal is to take financial complexity off your plate, not add another task to it. Most of the work happens on my end, with a regular, simple check-in with you.
A free consultation is the first step — no commitment, just a conversation about where your business stands.