Cpa Connections

Overview

Hands‑on Finance professional with deep experience supporting PE‑backed and founder‑led organizations. Key strengths include SaaS metrics, budgeting and forecasting, financial modeling, M&A, system implementations, and financial reporting. Demonstrated ability to develop, optimise, and implement new business processes, reporting, KPIs, and models to manage the transition from founder‑led to PE‑backed company.

Industry Specialization

SaaS, Software, IOT, Distribution

Experience

25+ years

Education

BA, Accounting and Finance from Illinois State University

Core Expertise

Technology, financial leadership

Fractional CFO Service

$1,500 / month

Services

As a Fractional CFO, I provide strategic financial leadership to help founders and executive teams make informed decisions, strengthen financial operations, and support sustainable growth. Services include developing forward‑looking financial plans and forecasts, improving cash flow visibility, building meaningful reporting and KPI dashboards, and identifying opportunities to increase profitability through better pricing, cost management, and margin analysis. I also help companies prepare for key transactions or capital raises by creating investor‑ready financial models and bringing greater discipline, structure, and accountability to the finance function.