You will get a 1-page CFO assessment of your books, margins, and reporting gaps
Top Rated
Project details
A one-page written assessment from a CFO with 40 plus years of experience. You give me read-only access to your accounting application for a few days. I give you a one-page memo: what your numbers say about margin, cash, and direction; what is missing from your reporting; and what the highest-value next step is worth in dollars.
Before I review your books, I send a one-page mutual NDA via DocuSign. Standard practice.
This is a written deliverable, not a sales call. You read it in five minutes and act on it without me.
Who this is for: owner-operated companies between $2M and $50M in revenue. Best fit if you sell physical product (e-commerce, distribution, light manufacturing) or run a service business with job-level costs.
Not a fit for: pre-revenue startups, venture-backed companies with a full finance team, or businesses looking for someone to do the bookkeeping.
About me: 40 plus years as a CFO. Seated CFO at International Imaging Electronics, partner at Tatum (largest national fractional CFO practice in the US pre-Randstad acquisition), fractional CFO at Alpine Consulting (grew $4M to $10M plus, exit to HeroDigital).
Before I review your books, I send a one-page mutual NDA via DocuSign. Standard practice.
This is a written deliverable, not a sales call. You read it in five minutes and act on it without me.
Who this is for: owner-operated companies between $2M and $50M in revenue. Best fit if you sell physical product (e-commerce, distribution, light manufacturing) or run a service business with job-level costs.
Not a fit for: pre-revenue startups, venture-backed companies with a full finance team, or businesses looking for someone to do the bookkeeping.
About me: 40 plus years as a CFO. Seated CFO at International Imaging Electronics, partner at Tatum (largest national fractional CFO practice in the US pre-Randstad acquisition), fractional CFO at Alpine Consulting (grew $4M to $10M plus, exit to HeroDigital).
Industry
Business Services & Consulting, Ecommerce, Financial Services, Manufacturing & Storage, NonprofitWhat's included $100
These options are included with the project scope.
$100
- Delivery Time 5 days
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AS
Aaron S.
Jun 26, 2026
Fractional CFO
It has been a pleasure working with Irv. He really knows his stuff and is extremely detail oriented. Highly recommend.
BS
Bonet S.
Jun 7, 2026
Research Interview: E-commerce Fractional CFOs (60 mins)
Working with Irv is a blessing! He's doing the extra miles in providing context and explaining the complexities of finance model development workflow. Would love to collaborate with him again in the future.
TW
Terrance W.
Dec 12, 2025
Fractional CFO Needed to Review Cash Flow & Advise on Funding Decisions
JM
Jonathan M.
May 8, 2025
FP&A pros to provide feedback and do a LinkedIn post on first FP&A mascot 🐼
Great experience, look foreard to working with Irv again
AF
Aloysius F.
Mar 16, 2025
Prepare for Exist Proforma and Pre Due Diligence
About Irv
Fractional CFO | Small Business Financial Leadership
100%
Job Success
Naperville, United States - 9:43 pm local time
Forty plus years as a CFO, mostly with owner-operated companies between $2M and $50M in revenue. I work in three lanes.
E-commerce and distribution. Shopify, Amazon, wholesale, warehouse management systems, books in QuickBooks or NetSuite. Stock-keeping-unit-level margin, channel profitability, and 13-week cash forecasts that pull from actuals each week instead of waiting on month-end.
Specialty manufacturing and job-cost businesses. Job-level cost tracking in your ERP, books in QuickBooks. Pricing analysis, capacity planning, and the bridge between the shop floor and the income statement.
Mission-driven and transition-stage companies. Nonprofits, family-run service firms, founders preparing for exit. Budget-to-actual reporting, board packets, and quality-of-earnings preparation.
What I actually deliver for clients:
Margin intelligence at the stock-keeping-unit, channel, and customer-cohort level.
13-week rolling cash forecasts that update from real data, not assumptions.
Board-grade reporting with budget-to-actual and variance narrative the owner can read in two minutes.
Quality-of-earnings preparation for owners getting ready to sell.
Background you can verify:
Seven years as seated CFO at International Imaging Electronics. Took the company from bankruptcy turnaround to preferred-provider status with Toshiba, Acuson, GE, and Siemens. Selected and implemented the INMASS ERP.
Partner at Tatum, the largest national fractional CFO practice in the US before the Randstad acquisition.
Fractional CFO at Alpine Consulting. Grew the company from $4M to $10M plus in revenue. Exited to HeroDigital with PwC quality-of-earnings on the deal.
ERP implementation work including Edwards Garments. Oliver Wight certified.
Power BI practitioner. I build the reporting infrastructure with my clients, not just talk about it.
How engagements work:
Start with the $100 written assessment. If we both want to do more, the next step is a fixed-fee diagnostic that produces an actionable plan with a dollar value attached to each finding. After that, fixed-fee implementation projects or a monthly retainer, whichever fits the scope.
Hourly work available at $250 per hour when the scope is too narrow for a fixed fee.
Steps for completing your project
After purchasing the project, send requirements so Irv can start the project.
Delivery time starts when Irv receives requirements from you.
Irv works on your project following the steps below.
Revisions may occur after the delivery date.
Review the books and write your 1-page memo
I review your accounting data, transactions, and any reports you provided. Then I draft and deliver a one-page memo: what your numbers say, what is missing, what the next move is worth.