Executive-Level Strategy and Execution—Without the Full-Time Overhead
I’m Kelly, I specialize in being the strategic right-hand to founders: building systems, solving problems, and turning vision into execution.
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Who Am I
I’m a strategic operator and finance leader with a proven track record of helping fast-growing companies scale with confidence. Over the last decade, I’ve served as CFO, COO, and Chief of Staff across multiple Inc. 5000 startups, high-growth healthcare companies, and mission-driven consumer brands.
Whether building financial infrastructure from the ground up, navigating M&A, or leading organizational change through explosive growth, I’ve helped founders go from overwhelmed to in control—without needing to hire a full-time C-suite too early.
I’ve been recognized as one of the Top 50 Women in Healthcare Leadership (2025) and have worked closely with companies backed by top-tier investors and PE firms. From early-stage startups to scaling teams across multiple business units, I specialize in turning complexity into clarity—and building systems that actually work.
Today, I partner with small and mid-sized businesses as a fractional CFO, CEO, or strategic advisor, bringing executive-level insight to businesses that are ready to grow, professionalize, or prepare for major transitions.
Who I Work With
I help business owners who are:
Tired of running the financials, operations, and strategy alone
Facing rapid growth but lacking systems and visibility
Preparing for a raise, acquisition, or major shift in their business
Ready to delegate high-impact functions to someone experienced and trustworthy
Why It Matters
You don’t need to hire a full-time CFO or CEO to gain clarity, control, and confidence in your business.
You just need the right partner—at the right time, with the right experience.
Services
Tailored Executive Support for Growing Companies
Fractional CFO
Build and maintain cash flow forecasts and driver-based financial models
Price, margin, and unit economics to protect profit on every sale
Investor/board reporting and capital planning; fundraising support
Implement or clean up accounting systems for clarity, speed, and compliance
Roll up dashboards (AOV, CAC, LTV, payback, cohort margins) the team actually uses
Fractional CEO
Set the operating cadence: goals/OKRs, weekly leadership rhythm, and decision speed
Design the Org & accountability: the right seats, KPIs, and scorecards
Go-to-market focus: pipeline health, pricing & packaging, conversion bottlenecks
Remove execution roadblocks across sales, marketing, and fulfillment
Build scalable infrastructure (hiring, SOPs, tooling) for the next stage of growth
Strategic Advisor
Translate big goals into 90-day roadmaps with clear owners and milestones
Lead critical initiatives (pricing reset, productization, ops rebuild, FP&A upgrade)
Facilitate leadership alignment and cross-functional communication
Provide decision support to founders: scenario planning, risks, trade-offs, board prep
How I Work
90-Day Build: Stand-up the financial model, dashboards, and operating cadence
Ongoing Fractional: Weekly leadership, monthly/quarterly reviews, continuous optimization
Targeted Sprints: Pricing & packaging, KPI/BI setup, accounting cleanup, fundraising prep
Flexible & Project-Based Support
Need help with a specific challenge—like preparing for a raise, building your first budget, or scaling your back office? We can build a short-term engagement or hybrid model that fits your business stage and goals.
Testimonials
— CEO, Healthcare Services Company
May, 2025
— Founder, Education Tech Platform
April, 2025
"Kelly stepped in as our fractional CFO and immediately gave us clarity on cash flow, margins, and runway. I finally felt confident making big decisions again.”
"I’ve been trying to juggle finance, operations, and strategy on my own—until Kelly came in and made everything smoother. I could actually breathe again."
— Owner, Regional Services Business
December, 2024
— COO, Manufacturing Company
February, 2025
""In just a few months, we had dashboards, processes, and a strategic plan. I finally had the confidence to take a step back from the day-to-day."
Problems I Solve
Lack of Financial Visibility
Without clear numbers, it’s impossible to make confident decisions. I build financial models, cash flow forecasts, and dashboards that give you real-time clarity on where your business stands — and where it’s headed.
Inefficient Operations
If things feel messy behind the scenes, it’s costing you time and money. I streamline workflows, implement SOPs, and build scalable systems so your business runs smoothly — with or without you in the weeds.
Too Much on the Founder’s Plate
Founders shouldn’t be the COO, CFO, and project manager all at once. I take ownership of the functions you need off your plate, so you can focus on leading and growing the business.
Unreliable Cash Flow
Cash flow surprises are stressful and risky. I put structure in place to help you forecast, plan, and manage cash so you can meet payroll, invest wisely, and sleep at night.
Team Misalignment and Execution Gaps
Even great teams struggle when priorities shift or expectations are unclear. I bring structure, accountability, and rhythm to your leadership team so projects get done and goals are met.
Growing Without a Plan
Scaling too fast without a clear strategy leads to chaos. I help you prioritize initiatives, align your resources, and build a plan for sustainable, strategic growth.
"What impressed me most was how quickly she understood our business. Kelly wasn’t just advising—she were rolling up her sleeves and solving real problems from day one."