THE OPERATOR'S CFO℠
Senior financial leadership without the cost of a full-time hire
Most restaurant operators at $1M–$5M in revenue are making critical financial decisions without real financial leadership in their corner. No one is watching their margins, planning for their next location, or translating their numbers into action.
That's exactly what I do — and because I've spent 30 years in this industry, I hit the ground running from day one.
WHAT CAN YOU EXPECT?
Your CFO Engagement
Every engagement is tailored to where you are and where you are going.
However, at a minimum, all CFO engagements include the following:
FINANCIAL STATEMENT REVIEW
You'll never sit with a financial report and wonder what it means again. Every time we meet you'll walk away knowing exactly where your business stands, what's driving your results, and the specific actions to take before we meet again.
PRIME COST AND PROFIT MANAGEMENT
You'll know exactly where your food and labor costs should be — and have a real plan to get there. Most operators are leaving $40,000–$60,000 on the table annually from prime cost alone. We identify the gap, close it, and keep it closed so that money stays in your business where it belongs.
CASH FLOW FORECASTS
You'll always know what's coming before it arrives. Weekly cash flow reviews keep you ahead of slow weeks, big invoices, and unexpected expenses — so you're never reacting to whatever shows up in your bank account. Decisions from confidence, not crisis.
BI-WEEKLY CFO CALL
You'll have dedicated time with your CFO every other week to talk through your numbers, map out your next moves, and get honest answers to the questions you can't ask anyone else. No agenda, no formality — just the financial conversation your business needs.
Investment: Our Fractional CFO engagements start at $1,500/month and depend on the size and complexity of your business as well as the services requested. We'll work through the details on your discovery call.
ALSO AVAILABLE
Project work when you need it
Some engagements call for focused, one-time work rather than ongoing support. These are available as stand-alone projects or as add-ons to your Fractional CFO engagement.
Weekly Flash Reporting*
A snapshot of your most critical numbers every week — food cost, labor cost, and gross profit— so you can spot issues fast and make adjustments before they hit your bottom line
Fractional Controller
Fill the gap between your bookkeeper and CFO with oversight of your day-to-day accounting and a liaison between operations and finance, providing valuable financial analysis each week.
Menu Engineering
Know which items are making you money and which ones are costing you.
Budget vs Actual Tracking
A real operating budget for your business, reviewed against actuals so you can see where you stand against your goals
Growth & Expansion Planning
Thinking about a second location, new concept, or financing? Let's build out the financial case before you commit, not after
* Only available as an add-on to a Fractional CFO engagement
Is This the Right Fit?
Our Fractional CFO engagements typically work best if:
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You're an independent restaurant operator or food business owner generating $1 million or more in annual revenue
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You already have a bookkeeper and/or staff handling day to day transactions
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Sales are good, but profitability is not where you think it should be
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You're growing, planning to grow, or need to get margins under control
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You're ready to make decisions based on real numbers, not gut feel
If you're close to $1 million or feel strongly that you could use a Fractional CFO to get you over the hump, go ahead and apply for a call.
