Know your numbers. Grow your business.
Fractional CFO and finance operations partner for founder-led SMBs and growth-stage companies.
From chaos to cadence—close faster, see what matters sooner, act with confidence. Transform your finance operations in 90 days with a partner who delivers measurable results.
Finance services that drive results
From chaos to cadence—close faster, see what matters sooner, act with confidence.
Fractional CFO & Board-Ready Reporting
Monthly executive reporting that boards trust and investors value.
- Complete P&L, balance sheet, and cash flow statements
- Board presentations with executive-level insights
- Monthly management reporting and variance analysis
FP&A: Forecasting, Budget & Scenario Planning
Forward-looking financial models that drive strategic decisions.
- Capacity and CAPEX Planning
- Annual budget and quarterly updates with variance tracking
- Scenario modeling for growth, funding, and operational decisions
Cash Flow, Working Capital & Treasury
Optimize cash position and working capital efficiency.
- Rolling 13-week cash flow forecasts
- A/R and A/P optimization to improve working capital
- Banking relationships and treasury management
Pricing, Unit Economics & Margin Expansion
Instrument your business model for profitable growth.
- Unit economic modeling and cohort analysis
- Pricing strategy and margin improvement initiatives
- Customer lifetime value and payback analysis
Finance Systems & Automation
Modern finance tech stack that scales with your business.
- ERP selection and implementation (NetSuite, QuickBooks)
- BI dashboards and automated reporting (Power BI, Looker)
- Month-end close acceleration and process automation
AI-Powered Financial Modeling & Data Training
Advanced AI and machine learning solutions for financial forecasting and decision-making.
- Automated financial data monitoring
- Machine learning-powered budget variance analysis and insights
- AI consulting for business efficiency improvements
Our systematic approach
From financial chaos to operational cadence in 90 days. Every engagement follows our proven three-step methodology.
Assess
Deep dive into your current finance operations, systems, and reporting.
Key Deliverables
- Finance operations audit and gap analysis
- Systems assessment and data quality review
- 90-day improvement roadmap with quick wins
Align
Build finance infrastructure and reporting that matches your business needs.
Key Deliverables
- Monthly executive dashboard and KPI scorecard
- Board-ready financial reporting package
- Rolling 13-week cash flow model
Execute
Establish finance cadence and operating rhythms that drive accountability.
Key Deliverables
- Weekly finance team meetings and monthly close process
- Quarterly business reviews with forward-looking insights
- Ongoing system optimization and process automation
What clients say
Trusted finance leadership that delivers measurable impact and lasting partnerships.
"Working with Blair was truly transformative. As CFO and Controller, he wasn't just managing numbers, he was a strategic partner. Blair built financial models that gave the Board clarity, streamlined accounting systems, and helped manage cash flow with confidence. He brought a rare mix of technical expertise and collaboration, equally strong in the weeds and in the boardroom. Any organization seeking a fractional CFO who delivers immediate impact, strategic insight, and steady leadership through growth or change would be fortunate to have him."
"Blair has a rare blend of financial depth, operational understanding, and emotional business intelligence. He bridges the gap between finance, accounting, operations, and IT—connecting the numbers to the real-world drivers behind them. He not only understands the present business fundamentals but also sees what's coming over the horizon, navigating with both strategy and practicality. Just as importantly, Blair is genuine, honest, and universally respected. His approachable nature builds trust across all departments, enabling finance to be a collaborative partner in driving success. Blair Colsey is not only a great CFO—he's a great person."