Let’s make sure your runway, trials, and team are actually supported by your numbers.
What we’ll do in this 15-minute call:
Identify where the pressure is coming from (runway, grants, investor reporting, payroll)
Talk through what your current CPA or accounting support is handling – and what’s missing
Decide honestly whether a strategic partnership makes sense right now
You’ll leave with clarity either way.
If you’d like to send me a message, connect with me on LinkedIn.
Frequently Asked Questions
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Strategic CFO partnership for mission-driven healthcare and clinical research companies ranges from $3,500-$4,500 per month, depending on company complexity and team size. This includes monthly strategic consulting, custom reporting (cash runway, variance analysis), technology optimization, and proactive financial guidance. Implementation projects for companies structuring financial systems from scratch start at $25,000.
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Our CFO partnership includes everything: monthly bookkeeping, financial statements, strategic consulting sessions, custom reporting (runway projections, grant tracking, investor-ready reports), QuickBooks optimization for R&D tax credits, technology stack integration, and priority access for urgent decisions. I personally lead all strategic work while my team handles operational accounting—giving you CFO-level guidance without CFO-level salary.
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Yes. While I'm based in Southern California and understand California-specific tax credits (especially R&D credits), I work with mission-driven healthcare founders nationwide. Most strategic work happens via video calls, and cloud-based accounting tools (QuickBooks Online, Bill.com) make location-independent partnership seamless. Local SoCal clients can meet in person if preferred.
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Traditional accountants record what happened last month. I help you see what's coming next quarter—and prepare for it. Most bookkeepers miss California R&D tax credits, don't structure QuickBooks for investor due diligence, and can't model cash runway with payment lag assumptions. I bring 25 years of corporate controller experience (including global ERP implementations and building $100K cash reserves from zero) to help healthcare founders capture opportunities their current bookkeeper doesn't know exist.
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I work on monthly retainer basis with 30-day notice (no long-term contracts required). However, strategic financial partnerships work best with sustained engagement—meaningful results take 3-6 months as we implement systems, optimize processes, and build institutional knowledge about your business. Implementation projects ($25K-$50K) are one-time engagements with defined scope and timeline.
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Healthcare companies face unique financial complexity: grant accounting, R&D tax credit tracking, FDA compliance documentation, investor reporting requirements, and mission-driven metrics traditional bookkeepers don't understand. After 25 years as corporate controller (including global CPG operations), I've developed pattern recognition for what breaks in healthcare finance—and how to prevent it. I see the $40K-$100K in California R&D credits founders miss, the cash runway miscalculations that ignore investor payment lags, and the QuickBooks structures that fail Series A due diligence.
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California offers substantial R&D tax credits for clinical research and healthcare innovation, but capturing them requires correct transaction categorization from day one. I structure QuickBooks specifically to track qualifying expenses (payroll for research staff, materials, contracted research) by grant source and project—ensuring you maximize credit eligibility. I've helped clients capture $40K-$100K in credits they would have missed with standard bookkeeping setup.
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Yes. I've prepared multiple healthcare companies for investor scrutiny by implementing financial reporting that answers questions before they're asked: clean revenue/grant separation, proper accrual accounting, cash runway modeling with realistic payment lag assumptions, and investor-grade dashboards. I also consult on financial presentations for fundraising—helping founders tell their growth story through numbers that build confidence rather than raise red flags.
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Three things: (1) Strategic foresight - I spot problems 6 months before they become crises, not after they've cost you money. (2) Anti-burnout philosophy - I left corporate because it treated humans like machines; I build financial systems that enable sustainable growth, not heroic effort. (3) Teaching mindset - 15 years as LACCD professor means I explain complex concepts clearly, empowering you to make informed decisions rather than creating dependency.
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Yes, I’m a licensed CPA and I bring 25 years of corporate controller experience including managing teams of 13+, implementing global ERP systems, and teaching accounting at Los Angeles Community College District for 15 years. Most healthcare founders hire me for strategic financial architecture and decision support—work that leverages my corporate expertise and pattern recognition, along with CPA credential requirements.
You don’t need better bookkeeping.
You need a solid foundation that holds up under financial scrutiny.
While our process is geared for healthcare founders, we also work with mission-driven organizations who are looking for strategic financial guidance in their accounting operations.