I run Foresight CFO, a fractional CFO and bookkeeping practice for growing businesses. I pair clean, accurate books with forward-looking financial strategy: liquidity forecasting, financial modeling, KPI dashboards, and decision support for ownership.
What I handle:
- Full-cycle bookkeeping in QuickBooks Online: transaction categorization, receipt logging, monthly close, bank and account reconciliation, multi-entity books
- Commission and revenue reconciliation, including verifying that carrier, AUM, and securities commission payments match what you are owed
- Payroll setup and processing through QuickBooks Payroll
- 13-week liquidity models, budgets, and variance analysis
- Monthly financial packages and KPI reporting built for owners, not accountants
- Cleanup and catch-up projects for books that have fallen behind
Background: finance leadership at a $25M+ medical device company, seven years in construction finance, and current fractional CFO work across medical, construction, and professional services clients. I have built and verified commission structures from the finance side, so confirming commission accuracy is core work for me, not a stretch.
I work as an embedded partner, not a vendor. You get senior financial judgment and books you can trust, scoped to what your business actually needs. Clear communication, fast turnaround, and a response within one business day.