Licensed CPA and former Big Four advisor helping multi-location businesses in Miami eliminate manual financial work and get CFO-level oversight for $2,500/month. No long contracts.
Or call directly: (305) 537-6174
From form to automation map in 48 hours. No strings attached.
Fill out a 2-minute form about your current processes, location count, revenue range, and the software you already use.
We identify your top 3 highest-impact automation opportunities and deliver a report showing hours saved per week and what implementation looks like.
If the audit reveals clear wins, we implement and maintain the automations as part of your ongoing CFO engagement. You get the strategy and the execution.
Numbers from the founder's Director of Finance role at a 24-unit multi-region operation
All results achieved as Director of Finance for a 24-unit multi-region operation. Finance function built from scratch.
Specialized financial strategy for multi-unit professional services with complex economics
Multi-location providers managing treatment profitability by service line, provider compensation models, product vs. service revenue mix, equipment financing, and client acquisition costs.
Common automations we build: Invoice reconciliation across locations, automated treatment revenue by provider, commission calculations
2 to 10 practice locations navigating complex insurance reimbursements, production-per-provider analysis, hygiene department profitability, lab costs, and equipment depreciation.
Common automations we build: Insurance reimbursement tracking, production-per-provider dashboards, automated supply order reconciliation
2 to 10 studio locations managing membership economics, class profitability, instructor costs, and studio expansion decisions. Understand your unit economics and break-even class sizes.
Common automations we build: Membership churn alerts, instructor payroll calculations, class-level profitability reports
Growing law practices managing partner compensation models, billable hours analysis, case profitability by practice area, and overhead allocation across offices.
Common automations we build: Billable hours consolidation, trust account reconciliation, automated matter cost reporting
Multi-location healthcare providers managing payer mix analysis, revenue cycle optimization, provider productivity metrics, and same-location growth vs. expansion decisions.
Common automations we build: Payer mix dashboards, revenue cycle reporting, automated prior authorization tracking
2 to 10 location operations managing parts vs. labor revenue mix, inventory turnover, technician productivity, bay utilization, and service package profitability.
Common automations we build: Parts inventory reconciliation, technician productivity dashboards, automated job costing by service type
Common thread? All these businesses are running manual processes that should be automated. Most owners spend 10-15 hours a week on financial tasks a system should be doing. That's the first thing we fix.
Start with a free automation audit. We build and run the systems from there.
We identify and automate the manual financial processes eating your team's time: invoice reconciliation, multi-location expense categorization, payroll reconciliation, location-level P&L consolidation, and custom reporting dashboards. All connecting to your existing tools (QuickBooks, practice management software, payroll platforms). No ripping and replacing what works.
Most clients recover 10-15 hours of manual work per week in the first 30 days. That's before we get to the CFO strategy layer.
The automations produce the data. The CFO layer tells you what to do with it. Weekly AI-powered dashboards by location, cash flow forecasting, pricing optimization, vendor negotiations, and monthly strategic sessions. You stop doing manual work and start making decisions based on real numbers.
Simple, predictable pricing designed for growing multi-unit businesses
Most clients start with a free automation audit before choosing a package.
Limited Availability: Currently accepting 2-3 new clients for Q2 2026. Month-to-month contracts, no long-term commitment required.
Big Four expertise meets multi-unit operational experience
Active CPA license with deep expertise in multi-unit operations, financial strategy, and growth planning
4+ years as Big Four auditor and strategic advisor. Enterprise-grade financial rigor and process design
Former Director of Finance for a 24-unit operation. Built finance function from scratch, delivered 130% cash flow growth
Hands-on expertise deploying AI to automate financial reporting. Weekly insights instead of monthly delays
Because I've Built the Finance Function You Need
I spent 4+ years at Deloitte learning how Fortune 500 companies approach financial strategy, then became Director of Finance for a 24-unit multi-region operation where I actually implemented these systems in a fast-growth environment. That combination is rare: most consultants have Big Four training but have never sat in the operator's chair. I've done both.
In my Director of Finance role, I built the entire finance function from scratch as we scaled from 18 to 24 locations. That meant building location-level P&Ls, cash flow forecasting systems, vendor negotiations that moved the needle, and financial models that helped leadership make expansion decisions with confidence. The results: 130% cash flow increase and $600K+ in annual vendor savings through strategic contract renegotiation.
Professional services face the exact same challenges I solved: complex unit economics, skilled labor costs that vary by location, lease negotiations, and the "should we expand or optimize?" question. You need someone who's been in your seat and knows what actually works.
Fill out the form and we'll deliver your custom automation map within 48 hours.
We review your current workflow across accounting, reporting, and reconciliation tasks and identify your top 3 automation opportunities ranked by time savings. The report shows what tools or integrations we'd use for each, and a realistic estimate of hours saved per week. No obligation. If the opportunities are clear, we'll discuss whether ongoing CFO and automation support makes sense.
Your bookkeeper records what happened (coding transactions, reconciling accounts, filing taxes). I analyze WHY it happened and WHAT TO DO NEXT. I provide strategic guidance: which locations are most profitable, where to adjust pricing, how to improve cash flow, when to negotiate with vendors, whether that new location expansion makes financial sense. Bookkeeper = historian. CFO = strategist.
That's exactly why fractional CFOs exist. You get strategic financial guidance at $2,500 to $3,500 per month instead of a $150K+ salary plus benefits. Perfect for businesses doing $1M to $10M across 2 to 10 locations. You need CFO-level insights but can't justify the full-time overhead.
Typically no. My expertise is in multi-unit financial consolidation, location-level profitability analysis, and expansion strategy. If you're running a single location doing under $2M revenue, you likely need a good bookkeeper and tax accountant, not a fractional CFO. But if you're planning to open location #2 or #3, that's exactly when I add value: building the financial infrastructure to scale profitably.
After our initial consultation (assuming we're a good fit), we typically kick off within 1-2 weeks. The first week involves financial diagnostic, system access setup, and building your custom AI dashboards. By week 2, you're receiving your first weekly reports. The engagement is month-to-month, so there's no long-term contract risk.
We work with QuickBooks Online and Desktop, Xero, NetSuite, practice management platforms (Dentrix, Mindbody, Jane App, ChiroTouch), payroll platforms (Gusto, ADP, Paychex), and most scheduling or POS systems that export data. If you use something not on that list, mention it in the form and we'll confirm compatibility before we start.
Get your free automation audit in 48 hours and see exactly what can be eliminated.
Get Your Free Automation Audit