Licensed CPA and former Big Four advisor helping multi-location businesses in South Florida cut vendor costs by 10%+ and get CFO-level financial clarity for $2,500/month. No long contracts.
Or call directly: (305) 537-6174
From form to findings in 48 hours. No strings attached.
Fill out a 2-minute form with your company details, location count, and revenue range. That's all we need to get started.
Our team analyzes your vendor contracts and delivers a custom report within 48 hours identifying where you're overpaying and where savings exist.
If the audit reveals opportunities, we'll show you how our AI-enabled CFO service can deliver ongoing financial clarity across all your locations.
Numbers from the founder's Director of Finance role at a 24-unit multi-region operation
All results achieved as Director of Finance for a 24-unit multi-region operation. Finance function built from scratch.
Specialized financial strategy for multi-unit professional services with complex economics
Multi-location providers managing treatment profitability by service line, provider compensation models, product vs. service revenue mix, equipment financing, and client acquisition costs.
Common savings we find: Laser equipment leases, injectable supplier contracts, software licensing, payment processing fees
2 to 10 practice locations navigating complex insurance reimbursements, production-per-provider analysis, hygiene department profitability, lab costs, and equipment depreciation.
Common savings we find: Henry Schein/Patterson contracts, lab fees, imaging equipment leases, dental supply costs
2 to 10 studio locations managing membership economics, class profitability, instructor costs, and studio expansion decisions. Understand your unit economics and break-even class sizes.
Common savings we find: Booking platform fees, equipment maintenance contracts, lease negotiations, insurance premiums
Growing law practices managing partner compensation models, billable hours analysis, case profitability by practice area, and overhead allocation across offices.
Common savings we find: Legal research subscriptions (Westlaw/Lexis), IT managed services, office leases, e-discovery vendor costs
Multi-location healthcare providers managing payer mix analysis, revenue cycle optimization, provider productivity metrics, and same-location growth vs. expansion decisions.
Common savings we find: Medical supply contracts, EHR/EMR licensing, billing service fees, lab service agreements
2 to 10 location operations managing parts vs. labor revenue mix, inventory turnover, technician productivity, bay utilization, and service package profitability.
Common savings we find: Parts supplier contracts, wrap/PPF material costs, equipment leases, shop management software
Common thread? All these businesses have complex unit economics, high-cost skilled labor, expensive commercial leases, and growth ambitions. Most are too small for a $150K+ full-time CFO but too sophisticated for a bookkeeper alone. That's where CoreSight comes in.
Start with a free vendor audit. Graduate to full CFO-level financial clarity.
Weekly margin analysis by location and service line, predictive cash flow forecasting, strategic pricing optimization, vendor contract negotiation, and multi-location financial consolidation. Built on AI-automated dashboards that pull from your existing systems so you get real-time insights, not monthly delays.
Most clients start with a free vendor audit. The audit shows you exactly where you're leaving money on the table. From there, the ongoing CFO service delivers the weekly financial visibility you need to make smarter decisions across every location.
After establishing the CFO relationship, we identify opportunities to automate repetitive financial processes: invoice reconciliation, expense categorization, multi-location consolidation, and custom reporting dashboards. Discovered and implemented based on your specific operational bottlenecks.
Simple, predictable pricing designed for growing multi-unit businesses
Most clients start with a free vendor audit before choosing a package.
Limited Availability: Currently accepting 2-3 new clients. Month-to-month contracts, no long-term commitment required.
Big Four expertise meets multi-unit operational experience
Active CPA license with deep expertise in multi-unit operations, financial strategy, and growth planning
4+ years as Big Four auditor and strategic advisor. Enterprise-grade financial rigor and process design
Former Director of Finance for a 24-unit operation. Built finance function from scratch, delivered 130% cash flow growth
Hands-on expertise deploying AI to automate financial reporting. Weekly insights instead of monthly delays
Because I've Built the Finance Function You Need
I spent 4+ years at Deloitte learning how Fortune 500 companies approach financial strategy, then became Director of Finance for a 24-unit multi-region operation where I actually implemented these systems in a fast-growth environment. That combination is rare: most consultants have Big Four training but have never sat in the operator's chair. I've done both.
In my Director of Finance role, I built the entire finance function from scratch as we scaled from 18 to 24 locations. That meant building location-level P&Ls, cash flow forecasting systems, vendor negotiations that moved the needle, and financial models that helped leadership make expansion decisions with confidence. The results: 130% cash flow increase and $600K+ in annual vendor savings through strategic contract renegotiation.
Professional services face the exact same challenges I solved: complex unit economics, skilled labor costs that vary by location, lease negotiations, and the "should we expand or optimize?" question. You need someone who's been in your seat and knows what actually works.
Fill out the form below and we'll deliver your custom vendor audit report within 48 hours
We analyze your top vendor contracts across categories specific to your industry and deliver a report within 48 hours showing: (1) Where you're overpaying compared to industry benchmarks, (2) Specific contract terms you should renegotiate, and (3) Estimated annual savings potential. No obligation, no sales pressure. If the audit reveals significant opportunities, we'll discuss whether ongoing CFO support makes sense for your business.
Your bookkeeper records what happened (coding transactions, reconciling accounts, filing taxes). I analyze WHY it happened and WHAT TO DO NEXT. I provide strategic guidance: which locations are most profitable, where to adjust pricing, how to improve cash flow, when to negotiate with vendors, whether that new location expansion makes financial sense. Bookkeeper = historian. CFO = strategist.
That's exactly why fractional CFOs exist. You get strategic financial guidance at $2,500 to $3,500 per month instead of a $150K+ salary plus benefits. Perfect for businesses doing $1M to $10M across 2 to 10 locations. You need CFO-level insights but can't justify the full-time overhead.
Typically no. My expertise is in multi-unit financial consolidation, location-level profitability analysis, and expansion strategy. If you're running a single location doing under $2M revenue, you likely need a good bookkeeper and tax accountant, not a fractional CFO. But if you're planning to open location #2 or #3, that's exactly when I add value: building the financial infrastructure to scale profitably.
After our initial consultation (assuming we're a good fit), we typically kick off within 1-2 weeks. The first week involves financial diagnostic, system access setup, and building your custom AI dashboards. By week 2, you're receiving your first weekly reports. The engagement is month-to-month, so there's no long-term contract risk.
Yes. In my last Director of Finance role, I identified $600K+ in annual vendor cost savings across insurance, payment processing, software, equipment leasing, and service contracts. I bring that same vendor negotiation expertise to fractional CFO clients. This is especially impactful for recurring expenses that scale with locations (payment processing, software licenses, insurance, equipment leasing). The vendor audit alone often pays for multiple months of my service.
Get your free audit in 48 hours and see exactly where your money is going
Get Your Free Vendor Audit