Engage

How to hire me

Consulting, not employment. I sell an engagement, not availability. One anchor client at a time. You can hire the part-time CFO and the AI build together, or either one standalone. If scope is large, I scale through experienced contract specialists I direct — you still manage one person.

Start here

AI Finance Diagnostic

$35–50K flat

3–4 weeks · dollarized roadmap

See the map before you commit. Process-by-process scoring matrix, dollarized savings, Wave 1 implementation plan with timeline, cost, success criteria, tool recommendations, go/no-go. Often converts to anchor + build.

Finance, accounting & IR coverage
Interviews + system & template review
Fee credited toward build if you proceed within 60 days

What happens each week →

Anchor · One at a time

Fractional CFO

$50–60K/mo

2–3 days on site per week · firm, capped — not modular

Walk-in-ready financial leadership. Four-time NYSE CFO, institutional discipline, no ramp-up. Runs finance, accounting and IR. Concurrent AI architecture & implementation is optional but natural — same person, same codebase, no handoff.

Commitment: Flat monthly fee for a defined on-site presence (typically 2–3 days per week). Additional on-site days only by pre-approval and written amendment; over-commitment triggers renegotiation. Engagement letter defines the schedule.

No bench — it's me
Scales via specialists I direct when needed
Portfolio: 1 anchor + 1 concurrent build

Concurrent or standalone · Modular

AI Architecture & Implementation

$75–150K typical range*

6–12 weeks · runs concurrent with anchor if engaged

Custom automation for priority processes in finance, accounting and IR. Delivered as production system on your data with parallel-run proof, runbooks, trained team, and monitoring dashboards.

* Modular, bespoke engagement — fees depend on depth of implementation, number of processes, and integration scope. Every assignment is tailored to the company-specific situation; the SOW prices your Wave 1 scope after the diagnostic.

Parallel-run validation before cutover
Controls built in (five layers)
Can be hired without the CFO role

The math — one-time cost, recurring savings · fully-utilized economics

You buy it once. You keep the savings every year.

Diagnostic (credited if you build within 60 days)$35–50KAI Build — modular, scoped after diagnostic*$75–150K*One-time, before credit — typical range$110–200KLess diagnostic credit−$35–50KNet one-time if you proceed — typical$75–150K

Fully-utilized anchor month (CFO + concurrent build amortized)$80–100K+CFO $50–60K firm + AI depth billed in SOW — e.g., $120K build over 3 mo ≈ $40K/mo→ $90–100K/moAfter cutover: CFO + monitoring/ Wave 2 at depth chosentailored

Typical payback: 4–9 months. Illustrative in Results: $155K one-time → $219K recurring annual savings ≈ 8 mo. Your diagnostic reprices everything at your hours and loaded rate — if payback is >12 months, the roadmap says Monitor, not Wave 1.

* AI fees are modular and bespoke — final price depends on depth of implementation, process count, and integration scope, tailored to the company-specific situation and priced in the SOW after the diagnostic. CFO rate is firm, not modular. Excludes pass-throughs you already pay: SaaS licenses and LLM API usage (typically $500–2,000/mo). No hourly overruns — the scoped flat is the flat. See FAQ: What the fees actually buy.

Why these numbers clear PE review

◆vs. a full-time CFO: $300–400K base + cash incentive + 30–40% benefits load + 25–30% search fee = $550–750K all-in, plus equity — before anyone builds the automation. Anchor is month-to-month with a defined on-site schedule (typically 2–3 days per week), no cash incentive, no equity, no benefits, no severance.

◆vs. fractional / interim market: Mid-market fractional $10–20K/mo ($250–350/hr); PE-grade interim $2,500–3,500/day. My anchor prices like a top-quartile PE interim who also ships the build — you hire one principal instead of a CFO + a systems integrator.

◆vs. open-ended consulting: No hourly. Every SOW has finite scope, measurable success criteria, a parallel-run accuracy gate, and perpetual license to the system. Diagnostic is credited to the build — the roadmap is free when you act on it.

Fees & market comparison — full FAQ →

Comparison — choose your entry point

Engagement	Scope	Timeline	Price	Outcome
Diagnostic	Roadmap only	3–4 weeks	$35–50K flat	Go/no-go with dollarized case
Fractional CFO	Finance/accounting/IR leadership — firm rate	Month-to-month, on-site 2–3 days/week	$50–60K/mo firm, capped	Running function, institutional discipline
AI Build	Automation for Wave 1 — modular, bespoke*	6–12 weeks	$75–150K typical*	Production system + trained team
Anchor + Build (fully-utilized)	CFO + concurrent automation, same principal	Concurrent	$80–100K+/mo* effective	Leaner function, permanent savings

* AI Build is modular and bespoke — fees depend on depth, process count, and integration scope. Each engagement is tailored to the company-specific situation; final fee and monthly effective are set in the SOW after the diagnostic. Fractional CFO is firm — $50–60K/mo capped flat fee for a defined on-site schedule, not modular. Fully-utilized $80–100K+/mo reflects CFO plus concurrent AI depth amortized (e.g., $120K build over ~3 mo + $50–60K retainer). All prices flat or capped — no hourly billing, no open-ended retainer. Reasonable travel and lodging for engagements outside Dallas is client-paid. SOW defines finite scope, on-site cadence, measurable success criteria, IP, and the “AI never executes” control.

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