Financial Partner for Smarter Decisions
Providing tailored fractional CFO services and expert advice on financial planning & analysis, cash flow management, budgeting, forecasting, and strategic growth.
Clarity
Replace scattered spreadsheets with a single, reliable financial view.
Foresight
See the impact of hiring, pricing, and expansion decisions before you make them.
Control
Know your risks, opportunities, levers, and a path to your goals.
If You Are Facing Difficult Decisions...
Fintalize provides the clarity to choose your next move with confidence.
Growth & Expansion
- How can my business grow faster?
- Should I expand into new markets?
- Is this a good deal for my business?
Profitability & Risk
- Am I prepared for a downturn?
- Which products are my best performers?
- Can my business become more profitable?
Strategic Feasibility
- Should I adjust my prices?
- Who are my best clients?
- Am I missing any opportunities?
Precision Modeling: Your Decisive Advantage
Our budgeting and forecasting tools give our clients a decisive advantage by uncovering financial insights that matter most.
You’ll understand spending patterns, solve operational challenges, and maximize profitability. This proactive approach helps sidestep obstacles and unlock your business’s full potential.
The Fintalize Framework
Turning financial understanding into strategic execution.
Stage 1: The Diagnostic
Assessment
Industry Overview, Market Sizing, and Comprehensive Financial Fitness checks, including expense structure review, trends insights, industry benchmarking, client scoring, product/service portfolio assessment.
Stage 2: The Framework
Strategic Design
Developing Multi-Year Strategic Plans, Assumptions - Driven Models, Scenario (best/worst/likely case) Modeling, Capacity Planning, and Pricing and Hiring Plans that align your operations with long-term goals.
Stage 3: The Execution
Performance
Ongoing partnership through Regular Management Reviews, Balanced Scorecards, KPI Dashboards, Executive Readouts, Business Cases and Ad Hoc decision support for expansion or deals.
About Us
Fintalize was founded after 30 years in senior corporate and investment finance roles, managing complex P&Ls for the world's most demanding investors.
My Mission: I am dedicated to bringing that same strategic foresight to help growing businesses make smarter decisions and achieve lasting success. You gain a committed local resource focused on both the minute details and the big-picture survival of your business.
Contact Us
Tell us what decision you are facing—hiring, pricing, or an acquisition — and we'll build the framework to solve it.
Building a detailed annual budget, performing build vs buy analysis, evaluating a new pricing structure, or stress-testing cash flow projectiosn.