Hard Number Finance

The work

The finance work that actually matters.

The models and reporting are the baseline. What matters is a thought partner in the numbers, so you make the hard calls early, not late.

01	13-week cash flow forecasting	See the squeeze coming with time to act on it.
02	Inventory and open-to-buy planning	Buy enough to grow without starving cash.
03	Contribution margin and channel P&L	Know what actually makes money, by product and channel.
04	Working capital and payment timing	Cover payroll, vendors, and big POs without scrambling for cash.
05	Forecasting and scenario planning	Decide with the downside already in view.
06	Board and lender reporting	Walk in with numbers you trust and can defend.

Who you'll work with

I've sat where you sit.

For ten years I led finance and operations inside growing consumer brands, usually as the first finance hire, working directly with the founder to build the model, the rhythm, and the discipline from scratch.

The big PO. The slow cash week. The margin that looked fine until it didn't. I've lived those calls, not just advised on them. I think like an operator because I've been one.

So I don't stop at the report. I find the margin that's leaking and the spend that's drifted, so the work pays for itself. I'm in the room for the hard ones: the inventory bet, the pricing move, the hire you're not sure you can afford, the raise-or-not conversation.

I use AI to move faster through the analysis, but the value is judgment: what the numbers mean, what needs to change, and which calls to make first. Strong numbers are the floor. The judgment on top is the job.

DTC and consumer brands Finance and operations Cash · Margin · Inventory

Getting started

It usually goes like this.

Step 01

Start with a diagnostic

We take a focused look at your cash, margin, inventory, working capital, and reporting. You walk away knowing what's working, what's at risk, and what to fix first, whether or not we keep working together.

Step 02

Then I become your operating finance partner

I stay close to the business and install the rhythm: a 13-week cash view, a working capital calendar, inventory planning, a forecast you can trust, and clean reporting for your board and lenders.

Fit

A fit if

You're $5M–$50M and inventory-heavy
Growth is outpacing what you can see in the numbers
You want judgment, not another dashboard or tool
You want to see the hard calls early, while you can still act

Not a fit if

You want full-time CFO coverage at a part-time price
You're after bookkeeping or tax prep. That's not the work I do.
You want someone to agree with the plan, not pressure-test it
You want a quick fix, not a steady rhythm

You don't need another dashboard, another tool, or another AI subscription. You need a finance rhythm that makes the hard calls visible early enough to do something about them.

Book a 30-minute finance review →