Experienced CFO Leadership to Bring Financial Clarity and Confidence

I partner with founders and executive leaders who want better budgeting, forecasting, and financial insight without the complexity or cost of a full-time CFO.

Our Services

Budgeting, Forecasting, & Financial Planning

Helping leaders plan with confidence using realistic, decision focused financial plans.

  • Budget and forecast design that leadership teams can actually maintain

  • Annual operating budgets tied to strategy and staffing

  • Rolling forecasts updated monthly or quarterly

  • Scenario models for revenue, cost, and capacity changes

  • Long-range financial plans for sustainability and growth

  • Budget-vs-actual analysis with clear corrective actions

Cash Flow, Reporting & Financial Visibility

Helping organizations understand cash, performance, and risk before they become problems.

  • Early-warning indicators for cash, margin, and cost pressure

  • 13-week and long-term cash flow forecasts

  • Monthly leadership and board reporting packages

  • Key performance metrics and financial dashboards

  • Revenue, expense, and margin analysis

  • Simplified financial reports and close processes

Who benefits from this approach: growth-oriented organizations seeking strategic CFO guidance without full-time costs, nonprofits navigating transitions or scaling, and founder-led teams needing financial leadership for planning, governance, or performance optimization

CFO Advisory & Executive Financial Support

Senior CFO perspective for leaders navigating complexity, tradeoffs, and change.

  • Thought partnership on key business decisions

  • Ongoing fractional CFO support

  • Financial guidance for hiring and resource decisions

  • Board and finance committee preparation and support

  • Financial policies, controls, and governance guidance

  • Interim or transitional CFO leadership

About
our company

TrueNorth CFO Solutions provides experienced, practical financial leadership to organizations that need clarity, structure, and sound judgment without the overhead of a full-time CFO.

I work with founders, executive directors, and leadership teams who want better budgeting, forecasting, and financial insight to support real decisions, not just reporting requirements.

My approach is calm, disciplined, and focused on building financial systems and processes leaders can actually use whether the organization is growing, stabilizing, or navigating change.

Services are tailored to the organization’s size, complexity, and leadership needs.

Learn more

Contact Us

If you’re looking for clearer financial insight, better planning, or experienced CFO perspective, I’d welcome a conversation.