I give founders the finance support they need without a full-time CFO: numbers they can trust, a forecast they can run the business on, and clear answers to the decisions in front of them.
Where I help most
For founder-led businesses with real operating activity and data, but without the finance capacity to turn it into confident decisions.
A clean monthly close, with your bookkeeper or handled directly, and a clear view of cash, runway, and what’s constraining growth.
Knowing which spend, products, and customers actually make money, so you put more behind what pays back.
Accounting and reporting set up right in QuickBooks or NetSuite, with workflows built to scale as you grow.
Hiring, spend, pricing, and capital decisions tested before you commit, plus models and prep for fundraising, diligence, and M&A.
Ways to work together
Projects have a defined scope and a fixed fee agreed up front. Timing depends on how quickly I get access to your data.
Project
For founders who need to know how long the cash lasts and what to do about it.
Project
For companies preparing to raise equity or debt.
Project
For owners preparing for a sale, acquisition, or investor diligence.
Ongoing
For companies that need a finance lead every month without a full-time hire.
How ongoing support starts
Before recommending anything, I review your books, cash, and reporting. How long that takes depends on how quickly I get access and how much needs untangling. Obvious fixes get made as I find them, so you aren’t waiting on a final report to see progress.
The sooner I have access, the sooner you have answers.
Then, ongoing monthly support or a focused project. Ongoing clients keep the reporting and cash view running every month, built on the review work, so nothing is rebuilt.
Deliverables and fees agreed up front, not open-ended hours. I use AI-assisted workflows for routine work like reconciliations and first-draft reporting, and I review every number before you see it. Your budget goes to judgment.
Best fit
About
I founded Emfira after serving as CFO of a venture-backed healthcare technology company, which I helped scale from about $1.5M to more than $30M in revenue across 20+ states through its sale. Before that, I spent five years in corporate finance, strategy, and M&A at a global insurer in New York, Sydney, and Hong Kong.
Industries: healthcare, technology and marketplaces, insurance, consumer products. Passed all three levels of the CFA exam. Based in Miami.
Questions
A bookkeeper records what happened and a CPA handles tax. I make the numbers useful for running the business: cash, margins, forecasts, and the decisions in front of you. I work alongside both.
If you’re making decisions on gut feel because the numbers are late, unclear, or untrusted, yes. The initial review answers this honestly, and sometimes the answer is “not yet.”
My deepest experience is in healthcare and technology, as CFO of a venture-backed, multi-state healthcare marketplace, and in insurance, where I worked in corporate finance, strategy, and M&A across three countries. I currently support a consumer products brand. Cash, margins, forecasting, and investor readiness work the same way across industries. I learn your industry’s specifics during the review and say so plainly when something is new to me.
Projects are a fixed fee for a defined scope. Ongoing support starts with a set fee for the initial review, then a monthly fee tied to agreed deliverables, not hours. You know the cost up front.
That’s a good time to bring me in. I’ll recommend the right system for your stage, usually QuickBooks Online, and set it up with a chart of accounts built around how you’ll want to report. I’ll connect your bank feeds and set up a simple monthly routine. If there’s history to bring in, I can rebuild it from bank and card statements, and we’ll agree on who handles the monthly entries going forward.
The review shows how much cleanup is needed. It becomes a scoped project, done by me or a bookkeeper I trust, before ongoing work starts.
Not as standard. I prepare the materials and walk you through them beforehand, so you present with confidence.
Let’s connect
A 30-minute call is enough to tell whether I can help and what the review would focus on. I confirm every request personally.