Fractional CFO + Custom Software

Fortune 500 clarity.
Startup speed.

The financial visibility of a company ten times your size — installed at your stage, without the headcount. Live financials, integrated systems, and AI agents on the routine work.

13
Years as a CFO
$650M
Annual revenue managed
$81M
M&A guided
$45M
Debt raised

CFO experience across

ConsumerRetailBusiness servicesTechMediaEntertainment

Operating principles

Ask Brad's AI

Try it before you book the call.

A small AI exhibit, trained on Brad's voice and the way he thinks about CFO work. Ask anything — the engagement, the software, your specific situation. It answers the way he would.

Brad's AI
online
How are you different from a normal fractional CFO?
▌

AI-generated. Useful for a third-party take, but not a substitute for the real conversation. For that — grab a slot.

The reframe

A fractional CFO gives you time. An installed operating model gives you leverage.

Same hours. Different asset. When we're done, the systems keep working after the call ends.

The old way

Retainer hours + a monthly deck

You buy calendar time. The output is a slide deck built from a bookkeeper's month-end export. By the time you read it, the number is three weeks stale, and the CFO is gone.

  • Monthly retainer, uncapped scope
  • Numbers land ~3 weeks after the fact
  • When the CFO leaves, so does the process

The operating model

Systems installed, then run for you

I wire your existing tools — QuickBooks, Stripe, HubSpot, Slack, banks — into one live model. The dashboards, agents, and controls stay yours. I ride shotgun on the decisions that matter.

  • Live financials, wired to the source
  • AI agents on the routine bookkeeping and reporting
  • You keep the model after the engagement

The engagement

Four moves. In this order. Every time.

Diagnose. Install. Operate. Compound. The first three take about ninety days. The fourth is the reason you hired a CFO in the first place.

Next step

Twenty minutes. No slides.

Tell me what's slow, wrong, or invisible in your finance stack. I'll tell you whether I'm the right person, and either way you'll leave with a sharper read on the problem.

Response within one business day