Business Strategy & Financial Modeling
I help small businesses and nonprofits set clear priorities, build financial models and forecasts, and design business models that hold up. Practical strategy you can act on, delivered directly by me.
Free consultation. No commitment required.
The Problem
Most small businesses and nonprofits run on instinct and a spreadsheet that only tells part of the story. Big decisions get made without a clear view of the numbers, the plan lives in someone's head, and consultants who could help often price themselves out of reach. The result is growth that stalls, cash surprises you didn't see coming, and a lot of guessing where there should be a plan.
What I Offer
Strategy and financial modeling for small businesses and nonprofits that need clarity before the next big move.
Strategic Planning
I help you cut through the noise and set clear priorities, then turn them into an actionable roadmap. You leave with a plan you can actually execute, not a document that gathers dust.
Financial Modeling
I build cash flow projections, forecasts, and scenario models so you can see the numbers before you commit to them. Understand your runway, test assumptions, and make decisions with your eyes open.
Business Model Design & Validation
I help you design and pressure-test how your business makes money, from revenue streams and pricing to unit economics, so the model holds up before you pour time and money into it.
Budgeting & Financial Clarity for Nonprofits
I work with nonprofit directors on program budgets and funder-ready financials, so your numbers tell a clear story to your board and your funders and support the mission behind them.
Growth & Go-to-Market Strategy
I help you figure out how to reach the right customers and grow deliberately, connecting your strategy to a practical plan for marketing, sales, and the resources it will take to get there.
My Approach
A structured process that turns big questions into a plan and numbers you can trust.
Discover
I learn about your goals, your constraints, and where the numbers stand today, so the work is grounded in your actual situation, not a generic template.
Analyze
I dig into your model, your finances, and your options, testing assumptions and scenarios so we can see clearly what's working and what needs to change.
Plan
I translate the analysis into a clear strategy and financial model, with priorities and next steps you can act on and share with your team, board, or funders.
Support
I walk you through the plan and the models, make sure you understand how they work, and remain available as things evolve and new questions come up.
Frequently Asked Questions
Common questions about strategy and financial modeling for small businesses and nonprofits.
Do I need this or a fractional CFO?
They solve different problems. A fractional CFO takes on ongoing financial leadership and manages your finances month to month. I focus on strategy and modeling at key decision points — building the plan, the forecast, or the business model you need to move forward. If it turns out you need continuous financial management, I'll tell you honestly during the consultation.
What do I get at the end?
It depends on the engagement, but typically a clear written strategy or roadmap, a financial model or forecast you can keep using and updating, and a working understanding of both. I build the deliverables to be practical and usable after I hand them off, not one-time reports.
Do you work with nonprofits?
Yes. I work with nonprofit directors on program budgets, forecasts, and funder-ready financials, as well as broader strategy. I've spent years guiding nonprofit directors alongside small business owners, so I understand the difference between building for profit and building around a mission.
How technical do the models get?
As technical as they need to be, and no more. I build models you can actually read and use, then walk you through the assumptions and how to update them yourself. You don't need a finance background to work with me — my job is to make the numbers clear, not to impress you with complexity.
Strategy and financial modeling engagements are delivered by me, start to finish — no handoffs, no junior associates.
Need a Clearer Plan?
Book a free consultation and tell me where you're headed. I'll help you figure out the strategy and the numbers to get there.
Free consultation. No commitment required.