THE FINANCE EXPERTISE YOU DESERVE
Fractional CFO Services to Grow Your Business.
Running a business is a lot like running a marathon (I would know – I’ve run 30 of them). As a Colorado Springs fractional CFO, I’m here to clarify your finances, assess risks, and propel your company toward its goals. With me as your honest finance partner, we’ll navigate challenges as you scale your business past the finish line of success.
HERE’S WHAT WORKING WITH ME LOOKS LIKE
What to Expect From My Fractional Financial Services
We’ll Examine the Past
We’ll Assess The Present
We’ll Plan for the Future
HEAR FROM CLIENTS OF MINE
Testimonials From Business Owners
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.”
“David was our fractional CFO, and I had the pleasure of working closely with him for several years. He has the rare combination of calm leadership and a growth mindset that is exactly what a startup (in our case, B2B SaaS) needs. David brought processes and tools that were right-sized for our company, quickly and completely overhauling how we ran the business. But he was also constantly learning about the latest best practices and tools, judiciously letting us know which would help us.”
CEO, EMERGENT TREE EDUCATION
Stacy Washington Morgan
Company had a successful exit
“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.”
