Maximize Your Business Potential

Accelerate your business with a hands-on finance partner who delivers performance-driven insights and decisive results. Empower your organization to grow stronger, move faster, and outperform the competition.

Our Services

Zero to One: Setup and Maintenance

  • Our Zero to One Setup & Maintenance service is designed to establish and optimize your organization’s financial operations from the ground up. This comprehensive offering covers both foundational accounting infrastructure and advanced financial management to support your business as it grows.

    Core Accounting:

    • Collaborate with you to establish and onboard an outsourced accounting firm tailored to your needs.

    • Ongoing management of essential finance functions, including:

      • Accounts Receivable (AR)

      • Accounts Payable (AP)

      • Cash management

    Financial Reporting & Analysis:

    • Personally oversee and deliver your financial reporting requirements, which includes:

      • Management reporting

      • Board reporting

      • KPI tracking and analysis

      • Cash flow forecasting

      • Budgeting and long-term forecasting

      • Financial planning and analysis (FP&A)

    By integrating operational setup with continuous financial oversight, this service provides early-stage companies with robust support across all finance functions, ensuring clear visibility and control as you scale.

  • We tailor our pricing to your needs. We offer flexible arrangements from hourly, retainers, or equity.

Strategic Advisory & Planning

  • Our Strategic Advisory & Planning service is crafted for companies that have completed their foundational finance setup and are ready to focus on sophisticated financial strategy and growth. Whether your goals include stabilizing cash flow, expanding revenue streams, scaling operations, or preparing for fundraising, our experienced CFOs deliver actionable insight and hands-on support.

    Business Strategy & Financial Modeling

    • Develop and refine strategic plans aligned with your growth objectives.

    • Build flexible financial models, including scenario planning and M&A financial modeling.

    • Shape and optimize your organization’s growth strategy with data-driven analysis.

    Exit Planning & Valuation

    • Prepare your business for mergers, acquisitions, or other liquidity events, including detailed business valuations.

    • Design and execute comprehensive exit strategies, guiding you through the complexities of M&A processes.

    Budgeting & Forecasting

    • Implement robust budgeting frameworks and long-term forecasting tools.

    • Analyze performance using management ratios and track critical KPIs.

    Funding & Cash Flow Management

    • Support your efforts to secure funding and optimize capital structure.

    • Manage and forecast cash flow, extending your runway and supporting sustainable growth.

    Performance Management & Strategic Decision-Making

    • Facilitate performance monitoring with advanced KPI tracking.

    • Conduct “what-if” scenario analyses to guide strategic decisions in uncertain environments.

    M&A Facilitation

    • Oversee all aspects of merger and acquisition transactions, from diligence to integration, ensuring your business is positioned for success.

    By integrating deep financial analysis with proactive strategic planning, this service empowers leaders to accelerate momentum, increase enterprise value, and confidently pursue their next stage of growth.


  • We tailor our pricing to your needs. We offer flexible arrangements from hourly, retainers, or equity.

Capital Raise & Investor Relations

  • Our Capital Raise & Investor Relations service is designed to support your company through every stage of the fundraising journey, from initial seed rounds to later-stage private funding. We ensure your financial narrative is compelling, accurate, and tailored to attract and engage the right investors.

    Fundraising Support

    • Guide and execute fundraising strategies for Seed, Series A, Series B, and private funding rounds.

    • Advise on investor targeting, pitch preparation, and process management to maximize success rates.

    Investment Decks & Due Diligence

    • Develop persuasive investment decks that clearly articulate your value proposition, business model, and strategic vision.

    • Build comprehensive 5-year financial plans grounded in your business’s unique growth trajectory.

    • Prepare your company for the due diligence process, ensuring all financial, operational, and legal materials are ready for investor review.

    Investor Communication & Reporting

    • Craft consistent, professional communication materials for ongoing investor engagement.

    • Provide timely, transparent reporting tailored to the needs of your investor base, building trust and supporting long-term relationships.

    With a blend of operational expertise, strategic guidance, and an investor-centric mindset, this service positions your company for successful fundraising and fosters positive, long-term investor relationships.

  • We tailor our pricing to your needs. We offer flexible arrangements from hourly, retainers, or equity.

Why Choose Go North CFO?

Strategic Leadership, Northbound Results

  • At Go North CFO, we deliver seasoned financial leadership designed to drive your business forward. Our expertise spans cash flow management, strategic planning, and risk assessment—always custom-fit to your company’s unique journey.

Comprehensive Financial Partnership

  • Gain access to a full suite of premium financial services, from dynamic forecasting and precise budgeting to rigorous financial reporting and in-depth operational analysis. We provide clarity and actionable insight, empowering you to make confident, informed decisions at every step.

Tailored for Every Growth Stage

  • Whether you’re a startup preparing for your first capital raise, a scaling company entering new markets, or an established business planning for exit, our guidance is purpose-built for your current stage and your aspirations ahead. We adapt, so your strategy evolves as you do.

Results as Our Compass

  • We are relentlessly focused on outcomes—deploying actionable strategies that deliver measurable growth, operational excellence, and long-term enterprise value. With Go North CFO, your business reaches its true financial potential.

Where do we operate?

We are based in California, and offer our services in a remote or hybrid manner for clients in the San Francisco Bay area, Sacramento, and Reno.

We serve the rest of the world in a remote manner. We have served clients across the US and Europe, and are open to clients in any corner of the world.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

We are committed to understanding each client’s requirements and developing a customized plan to achieve your goals, so please provide as much info as you can, and we will reach out to schedule a free introduction call.

A little about me…

With over 16 years of strategic finance leadership, I’m passionate about helping innovative companies unlock their full financial potential. My career spans pivotal roles as Head of Finance, VP of Finance, and Director of FP&A for a diverse range of businesses—including ecommerce and direct-to-consumer (D2C) brands, B2B service providers, and venture-backed startups. I have delivered impact across biotech, healthtech, and technology, guiding companies from their earliest stages through to established market leadership.

As the founder of Go North CFO, I bring an operator’s mindset and an investor’s perspective. I’ve built and led finance and accounting functions from the ground up, managed multi-stage capital raises from Seed to Series B, overseen M&A preparation and business valuations, and developed financial models that drive executive decision-making. My approach is grounded in delivering actionable insights to boards, founders, and teams, with a focus on scalable infrastructure and pragmatic strategy.

I thrive on partnering with companies—especially in the ecommerce, D2C, and B2B sectors—that value candor, velocity, and creative problem-solving. Whether your business is venture-backed or founder-led, my goal is to deliver financial clarity and strategic direction, helping teams accelerate growth, manage risk, and reach their next major milestone.

When I’m not deep in numbers or collaborating with founders and investors, you’ll find me in the mountains near South Lake Tahoe—skiing, hiking, and recharging outdoors. If you’re looking to write your next business success story, let’s connect and explore how we can work together.