Strategic Finance.
Practical Solutions.
Real Results.
Finance isn’t just about reporting the numbers — it’s about helping organizations make better decisions.
I partner directly with founders, executives, and boards to solve problems, build scalable processes, improve visibility, and develop strategies that drive results. Whether you’re navigating a period of change, preparing for a transaction, building a budget, stabilizing cashflow, or simply need experienced financial leadership, I’m a hands-on partner who helps get the work done — not just recommend what should happen next.
Financial Leadership Tailored to Your Business
No two organizations have the same challenges, priorities, or growth trajectory. That’s why I tailor every engagement to the specific needs of the business and leadership team.
Whether you need ongoing Fractional CFO support, financial planning and analysis, board reporting, transaction support, or help navigating a critical business challenge, I provide practical financial leadership focused on clarity, accountability, and execution.
Fractional CFO Services
Experienced financial leadership when you need it. Whether it’s cash flow management, budgeting, board reporting, or strategic planning, I help leadership teams understand what’s happening in the business and make informed decisions about what’s next.
Financial Planning & Analysis
A good forecast should help you run the business, not just satisfy a budget requirement. I build practical budgets, forecasts, and reporting tools that give leaders visibility into performance, highlight risks early, and support better decision-making.
Transaction & Strategic Advisory
Big decisions come with a lot of moving pieces. Whether you’re preparing for an investment, acquisition, audit, system implementation, or other significant initiative, I help bring structure, organization, and financial clarity to the process.
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THANKS FOR YOUR UNDERSTANDING.
Expert Financial Consulting to Empower Your Business
Discover our comprehensive financial consulting services, including Fractional CFO expertise, FP&A, transaction support, budget management, and precise board reporting—all designed to optimize your managed services.
Fractional CFO Services
Providing strategic financial leadership to streamline your fiscal operations.
Transaction Support
Guidance through mergers, acquisitions, and financial due diligence for smooth deals.
Board Reporting Excellence
Accurate and insightful reports to keep your board informed and aligned.
See What Clients Have to Say…
Discover our clear, step-by-step consulting approach that guides you through financial planning, budgeting, and reporting to maximize your business potential.
How a Company Streamlined Financial Management
This case study reveals how our fractional CFO services enhanced budgeting accuracy, improved board reporting, and strengthened financial decision-making.
Driving Sustainable Growth with Expert Financial Guidance
This case study details how tailored FP&A support helped a business optimize its budget and achieve measurable financial improvements.
“Dana understood my need right away and worked and communicated with me as if she was a long time team member! I’m really grateful and happy she is helping me.”
Freddy
Owner
Lawn Thumbs
Our Process
Explore our clear and methodical approach to professional financial consulting, designed to guide you through each essential phase with confidence.
Phase One: Initial Assessment
Begin with a comprehensive evaluation of your current financial landscape to establish a solid base for customized solutions.
Phase Two: Strategic Planning
Develop tailored strategies including budgeting, forecasting, and reporting to enhance your financial management effectively.
Phase Three: Ongoing Support
Receive continuous expert assistance with transaction support and board reporting to ensure sustained financial success.
