MY FRACTIONAL CFO SERVICES
Financial Clarity for Your Company’s Success
Financial success requires honest insight from a finance partner willing to run that extra mile for you. As a fractional CFO in Colorado Springs, I’m dedicated to your small business’s growth so you can scale to success. Contact me to start your financial journey.
Your Business Depends on Growth
Does This Sound Like You?
- Your financial data is not current or accurate.
- You’re burning cash and don’t know why.
- Your profitability keeps fluctuating, so you can’t grow.
- You need a business plan to make informed decisions.
It Doesn’t Have to Be This Way
Your Business Can Have Sustainable Growth
As an entrepreneur, your expertise lies in your innovative ideas and determination, not necessarily in finance. I’ll help you tell the story behind your numbers so you can show up for your company and lead it to success. As a fractional CFO, I get to become a part of your team so that I can provide the financial expertise, integrity, strategic planning, and risk management your team needs to make the best decisions for growth. This cross-functional role allows me to ensure comprehensive support across all aspects of your business.
AN AFFORDABLE FINANCE SOLUTION
What Is a Fractional CFO?
A fractional CFO is a financial professional who provides contracted, part-time CFO services. This allows small businesses to access high-level financial expertise without the cost of hiring a full-time chief financial officer. Having a fractional CFO is having a C level executive as part of your leadership team. They provide financial oversight, planning, cross-functional support, and developing growth plans to achieve your business goals.
GET Fractional cfo services
Financial Clarity for Your Company’s Success
What does a fractional executive do? They’re experienced professionals who provide part-time or project-based leadership, strategic guidance, and specialized expertise to companies, often at the executive level. You can fill skill gaps, gain valuable insights, and find the right interim manager during any transition for a cost-effective and flexible solution. I’ve worked with hundreds of small companies like yours to build financial clarity to help them scale to millions of dollars. Here’s my three-tiered approach to financial support for your busines
The Past
Financial integrity is everything. I’ll work with your accounting partner to ensure your compliance by keeping your records and books current, accurate, timely, and properly reported.
The Present
The Future
I Understand Small Businesses Like Yours
I’m Here With Hands-On Support
With nearly 40 years of experience as a financial professional, it’s my passion to help you understand the story behind your numbers. When I started my own business, I knew what success looked like for companies, and I had to share it with others. I am an active participant in the Colorado Springs small business community, serving as a mentor for multiple startup programs and contributing to the Colorado Springs Chamber of Commerce SBAC Committee. My mission is to guide small businesses to financial success in any way I can. I’m here to build a long-term relationship with you as the business owner or CEO and help your teams grow your business. I want to make it easy for you to understand what’s happening with your finances so you can make strategic decisions. As your company’s advocate, I bring forward-looking insight, best practices and processes, and the financial structure needed to hit your goals. Two of my guiding principles are focus and simplicity. Let’s never lose sight of our long-term vision, and let’s not overcomplicate things.
“Two of my guiding principles are focus and simplicity. Let’s never lose sight of our long term vision and let’s not over complicate things.”
- David Goodstein
Simplifying Your Fractional CFO Hiring Journey
My Three-Step Process For Growth
Access to financial support should be as easy as possible. Here’s what you can expect when you reach out for fractional CFO services.
Take My Seven Questions Assessment
After you reach out and we do our initial meet and greet, I’ll get to know your business through my Seven Questions Assessment to understand what you need. This is your time to share your needs, expectations, and goals.
We’ll See How it Goes for a Month
If we both think it’s a good fit, we’ll conduct a one-month business assessment to understand your business further to identify areas that need financial and business help. This includes hands-on work and a written recommendation on how to move forward.
You Get a Fractional CFO & Financial Clarity
If our assessment goes well and we’re ready for a long-term partnership, I’ll continue the work. You’ll have a fractional CFO by your company’s side dedicated to your growth.
Hear From Other Business Owners
Testimonials From My Clients
COO & VP Engineering, Appsembler
Aaron Beals
Company had a successful exit
“He has the rare combination of calm leadership and a growth mindset that is exactly what a startup needs.”
CEO & cofounder, emergent tree education
Stacy Washington Morgan
Significant revenue growth
“We have grown our business over 20% each year and expect another big bump this year.”
“We began working with David two years ago. Since then, David has DRAMATICALLY changed the way we do business. Each time we meet with him, we discuss finances, budgeting, and strategy. He worked with our whole team to set our core strategy pillars and then facilitated a short-term and long-term planning process to help us align all our work to each of these pillars. Since starting with David, we have grown our business over 20% each year and expect another big bump this year. If you are just starting out or if you are a few years in a looking to really scale your business, I highly recommend David to help you navigate that journey!”
Program manager, Exponential Impact
Coral Laski
Mentor to start-up community
“We are profoundly thankful for his invaluable contribution and the positive, lasting impact he has made on our community.”
“David has been an unparalleled asset to our organization, generously dedicating his time and expertise as a mentor and speaker across all of our cohorts. As a Fractional CFO, he brings a unique blend of financial acumen and engaging storytelling that makes talking about financials not just accessible, but genuinely enjoyable. His ability to demystify complex financial concepts and infuse fun into learning has significantly enhanced our participants’ understanding and management of their finances. David’s enthusiasm and skill in conveying critical financial insights have not only enriched our program but have also empowered business owners with the knowledge and confidence to make informed financial decisions. We are profoundly thankful for his invaluable contribution and the positive, lasting impact he has made on our community.”
