Fractional CFO + Custom Software
Faster numbers.
Sharper decisions. Built for how you run.
A fractional CFO engagement that ships custom dashboards and software with the work — live financials, integrated systems, AI agents on the routine work. Built for startups and young, growing companies.
CFO experience across
Ask Brad's AI
Try it before you book the call.
A small AI exhibit, trained on Brad's voice and the way he thinks about CFO work. Ask anything — the engagement, the software, your specific situation. It answers the way he would.
Brad's AI
Trained on his voice. Trained on his playbook.
Hey — I'm Brad's AI, trained on his voice and the way he thinks about CFO work. Try me on something:
AI-generated. Useful for a third-party take, but not a substitute for the real conversation. For that — grab a slot.
How this is different
Finance isn't a monthly history lesson. It's a live source of truth.
The traditional CFO arrives with a binder. Monthly close. Board deck. Variance analysis. Useful — but always backward-looking, and stale by the time you act on it.
What a young, growing company needs is different: faster numbers, integrated systems, and decisions backed by real-time data. That takes a fractional CFO and custom software, built together — not bolted on after the fact.
The engagement
A CFO engagement that ships software.
01
Map the finance function as it stands.
Pricing, books, A/R, cash, planning. An honest read on what’s working, what isn’t, and where the leverage is.
02
Integrate the systems.
QuickBooks, payroll, banking, Stripe, HubSpot — wired into one live source of truth. The dashboard refreshes itself.
03
Install the dashboards and reports.
Live P&L, treasury, runway, scenario planning. Custom-built for your business, available to the team in real time.
04
Add agents for the routine work.
Categorization, anomaly flagging, weekly briefings. Running quietly in the background so your time goes to decisions, not data entry.
Twenty minutes. No pitch.
Bring a real question about your finance function. You'll get a real answer — and a sense of what an engagement could look like.