About Dan the CFO

Dan has spent more than 25 years helping businesses do “whatever they do” better.

With a bachelor’s degree in Economics from the University of Wisconsin – Madison and an MBA in Finance from Georgia State University, Dan has experience working with small one employee companies up to larger companies with revenues over $300 million in a variety of industries including trade services, healthcare, internet marketing, manufacturing, and many more.

Dan understands that most entrepreneurs and small business owners are experts in their craft or industry but may not have the experience or knowledge to properly manage the numbers of their business. They have had success with their business and are ready to grow it to the next level. They need professional guidance but cannot afford to hire a full-time CFO.

Dan has proven success guiding clients in analyzing their business finances and planning for future success, while simultaneously improving the management of their operations. With his love of problem solving and numbers, Dan uses his vast knowledge of financial analysis and planning to help his clients optimize the operations of their businesses and increase their profitability.

Frequently Asked Questions

A Fractional CFO, or Virtual Chief Financial Officer, is an outsourced financial planning and analysis service provider. Growing businesses often reach a point where they need professional financial advice but can't afford a full-time CFO or controller which can range from $200,000 to over $500,000 per year, plus vacations, bonuses and other benefits. A Fractional CFO is a more cost-effective option that can provide you with an experienced financial planning and analysis support team, at a fraction of that cost.

A Fractional CFO can provide a full range of services including: analyzing financial results, weekly management meetings, budgeting, forecasting, company-wide KPIs, and much more. Different levels of services can be tailored to the specific needs of your business.

At Dan the CFO, I take action-oriented analysis pretty seriously, helping my clients establish KPIs and regular financial reporting as a strong foundation. I’m here to help your company maximize profits and to meet the financial needs of your growing company through the review of actual results versus a plan, the creation of budgets and forecasts, establishment of cash reserves and more.

An accountant manages the company’s transactions, books, and records. A vCFO manages the company’s future financial success.

An accountant is largely reactive because they advise the company on what has already happened. A vCFO is largely proactive because they advise the company on what needs to happen.

If you own a small business, you may only require simpler financial services provided by a bookkeeper or accountant. Chances are, if you're reading this FAQ page, you've likely worked with or are currently working with a bookkeeper or accountant.

As your business grows, or if you're planning for growth, your financial needs become more complex. Often your existing financial infrastructure and accounting reporting aren't giving you the kind of visibility you need to make confident, financially sound decisions around growth.

You would benefit from hiring a Fractional CFO if:

  • Your company is growing fast, or you're anticipating rapid growth in the near future
  • You need stronger insights when it comes to your company's financial performance
  • You're experiencing cash flow management challenges

Dan the CFO is a remote company, and I take pride in my ability to offer value remotely. I meet with my clients through video conferencing software where we can see each other face-to-face and screenshare reports and other documents. Periodic onsite visits may occur if they make sense. 

I have experience in dozens of industries including internet marketing, manufacturing, pharmaceuticals, and trades such as plumbing, electrical, and auto repair to name a few, but I am really in the business of building successful businesses.  I focus on the financial results and KPIs to figure out “what makes your company tick." We’ll work together to identify the main revenue and expense drivers, then I will build dynamic models that you can use to make solid financial decisions. I am constantly monitoring the KPIs to make sure that the assumptions that we are using are solid and I will adjust as needed.

We can usually start as soon as you are ready to go!

Growing businesses often reach a point where they need professional financial advice but can't afford a full-time CFO or controller. If your business has reached this point, I have the experience, the knowledge, and the passion to lead your company to the next level of financial success.