How I support founders
My work is focused on helping founders understand their financial situation and think clearly about decisions.
Rather than offering a fixed set of services, I work alongside founders to bring structure, clarity, and confidence to how financial decisions are made.
Areas I typically help with
Founders usually come to me when they want clarity before making decisions, or when the numbers feel unclear or disconnected from what is happening in the business. I’d help in:
- Understanding financial statements and what they actually mean
- Cash flow clarity and forward-looking visibility
- Thinking through business decisions using financial context
- Organizing financial information that feels messy or overwhelming
- Acting as a sounding board when trade-offs are not obvious
Working alongside your existing advisors
Many founders already have accountants, bookkeepers, or CPAs. The challenge is not access to information, but understanding it.
I support founders in conversations with financial professionals by helping interpret what is being said, asking the right questions, and making sure decisions are being made with clear reasoning.
What working together usually looks like
Engagements are flexible and shaped around what the business needs at a given time.
Some founders want ongoing support as a fractional CFO. Others want help navigating a specific period of uncertainty or decision-making. The common thread is clarity and structure.
Deliverables, reports, meeting schedules, etc are all tailored to the founder’s requirements – nothing is cookie-cutter. Solutions are custom-built, tailored to the founder’s goals and priorities, with and with insights that matter to your business.
Who this is a good fit for
- Sole founders and lean teams
- Founders without a finance background
- Businesses navigating growth, change, or uncertainty
Next steps
If you are looking for a structured and calm way to think through your finances and business decisions, we should talk.
Rise Advisory & Solutions 