FP&A / Fractional CFO
Clean books, sharp forecasts, and board-ready reporting — without a full-time CFO.
Small businesses and startups that need clean books and credible financial leadership.
Greater Sacramento, CA
Strategic finance. Practical AI. Products that ship.
From a CPA who ships enterprise AI — not just talks about it.
12+
Years experience
15+
VC-backed startups
CPA
Licensed in CA
MBA
Sac State
- CPA
- MBA
- Salesforce Admin
- UC Davis
Previously at
Services
Four ways I can help
Strategic finance, practical AI, website design, and product leadership — not theory.
AI Consulting
Practical AI for finance and accounting teams — assess where it fits, then actually ship it.
Accounting firms, finance teams, and businesses that want to use AI productively.
Website Design & Deployment
Project-based website design and deployment — from discovery to launch, without the agency overhead.
Founders, consultants, and professional-services firms that need a credible, modern marketing website.
Software Product Consulting
Product leadership for SaaS and FinTech — roadmaps, discovery, and delivery without a full-time senior PM.
SaaS and FinTech companies that need senior product guidance.
Who I help
I work with five kinds of people
Same thread: they need someone who knows both finance and technology from the inside.
Startup founders
Your books need cleaning up and you're about to raise. You need someone who can do both — not two different people.
I'll get QuickBooks straight, build the model, and prep audit-ready reports. Same person who did this for 15+ VC-backed startups at Kranz.
Small business owners
Your books have been sliding and you know you should clean them up, but you don't know what it'll take or what it'll cost.
Free tools like the QuickBooks Health Scanner and Cleanup Cost Estimator show you exactly where things stand — then I'll do the catch-up for you.
Accounting & finance teams and CPA firms
You need senior finance bandwidth, or a practical path to AI that actually fits how your firm works.
CPA-grade accounting plus hands-on AI: prompt libraries, readiness assessments, and the CPA Skills & Agent Starter Pack — then I'll show your team how to use them.
SaaS & FinTech companies
You need senior product thinking but a full-time Principal PM hire is $300K+ and you're not there yet.
I lead AI product at Workday Adaptive Planning. I'll help with roadmaps, discovery, and GTM on a fractional or project basis.
Investors & high-earning professionals
You want a smarter allocation and a lower tax burden, but the advice out there is either boilerplate or too expensive to justify.
Free tools like the Investment Allocation Wizard and State Tax Comparison put the math in your hands — with the Investment Council for a deeper, opinionated take.
Don't fit neatly? Reach out anyway — I'll tell you honestly if I can help.
How I work
You know what you're getting
01
Discovery call
Thirty minutes. You tell me about your business and what's keeping you up. I'll tell you honestly whether I can help and what it might look like. No charge.
02
Proposal & scope
I outline the deliverables, timeline, and price. Fixed-price or retainer — whichever fits better. You know what you're getting before we start.
03
Delivery
We get it done. Clean books, working forecasts, shipped AI, product roadmaps — delivered on a timeline we both agree to up front.
FAQ
Common questions
What does a typical engagement look like?
Most clients are on a monthly retainer for ongoing work or a fixed-price project for one-time needs. Every engagement starts with a free discovery call so we both know what we're signing up for.
Do you work remotely?
Yes. I'm in the Greater Sacramento area but work with clients across the US. For local clients, happy to meet in person when it helps.
What industries do you work with?
SaaS, FinTech, VC-backed startups, retail, and e-commerce. My CPA background means I can handle the accounting for any industry, and my product experience makes me especially effective with tech companies.
How is this different from a regular bookkeeper or CPA firm?
Most bookkeepers and CPAs don't understand product or AI. Most AI consultants don't understand accounting. I've done both — so when I clean up your QuickBooks, I also know where automation will actually save you time.
Can you help with audits?
Yes. I've run clean audits for VC-backed companies. I'll prep audit-ready books, coordinate with your external auditors, and handle the flux analysis and schedules they'll ask for.
Do you build websites?
Yes. I offer project-based website design and deployment — from discovery and information architecture through a modern, mobile-first implementation, deployment on Vercel, and setup of essentials like contact forms, SEO foundations, and analytics. This Setness Consulting website is an example of the type of work I deliver. Optional ongoing maintenance can be arranged after launch.
What tools and platforms do you work with?
QuickBooks Online, NetSuite, Intacct, Adaptive Planning, and most major accounting and FP&A platforms. On the AI side: LangChain, LangGraph, ChromaDB, Streamlit, and FastAPI.
Ready to talk about your books, forecast, or product?
No pitch. Just a clear conversation about where you are and what might help.