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Meet Jonathan

Your Trusted Fractional CFO

Hi, I'm Jonathan, an entrepreneurial CFO with over 30 years of experience with family and Private Equity owned businesses in strategic planning, optimizing profitability, financial planning & analysis, cash management, budgeting, contract negotiations, banking & raising capital, SRED tax credits and M&A across various industries including technology/SaaS, real estate and manufacturing. I have also founded two startups and mentored others.

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I am dedicated to helping businesses thrive. I am committed to providing tailored solutions that drive growth and success.

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In my personal time, I like to focus on family, friends, health and wellness. 

  • LinkedIn
Jonathan in suit with striped shirt - 4E
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My Vision & Values

My vision is to bridge the gap between large corporations that can afford full-time CFOs and smaller businesses that still require sophisticated financial guidance.

 

With a focus on understanding your unique needs, I offer strategic guidance and support to elevate your business to the next level.

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  1.  Integrity: I uphold the highest standards of honesty and transparency in all our dealings.

  2. Excellence: I strive for excellence in everything I do, delivering top-quality services to my clients.

  3. Collaboration: I believe in the power of teamwork and work closely with my clients to achieve their goals.

  4. Innovation: I stay ahead of industry trends and leverage the latest financial tools and techniques to benefit my clients.

My Approach

With a focus on understanding your unique needs, I offer strategic guidance and support to elevate your business to the next level.

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  1.  Assessment: I start by understanding your business, its challenges, and its goals.

  2. Strategy Development: Based on my assessment, I will help you create a tailored financial strategy to meet your objectives.

  3. Implementation: I will work closely with your team to implement the strategy, providing hands-on support every step of the way.

  4. Monitoring & Adjustment: I will continuously monitor your financial performance and guide you in adjusting your strategies as needed to ensure ongoing success.

Balancing Rocks
Financial Report

Why Choose Me?

Choosing me as your Fractional CFO means partnering with a dedicated financial expert committed to driving your business’s success. 

 

  1. ​Experience: I have proven track record of success across various industries.

  2. Customization: I provide personalized solutions tailored to your business needs.

  3. Flexibility: My Fractional CFO services offer you the expertise of a CFO without the full-time cost.

  4. Results-Oriented: I am committed to delivering tangible results that drive your business forward.

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