Dana Whitfield

Services

Finance leadership, priced for your stage.

I plug into founder-led companies between $2M and $30M as a part-time CFO — owning the numbers that decide whether you can hire, price, spend and raise with confidence.

What I own

Four core areas, scoped to the two or three that matter most for you right now.

01

Cash flow & forecasting

A 13-week cash model and a rolling annual forecast you actually trust — so you always know your runway, your lowest cash day, and what a new hire or contract really does to the bank balance.

02

Pricing & margin

Unit economics by product, service line and customer. We find the work that pays and the work that quietly loses money, then rebuild pricing so growth adds profit instead of eating it.

03

Fundraising readiness

The model, data room and story investors expect — built before you open a round. I sit beside you in diligence so your numbers hold up and the raise closes faster.

04

Board & investor reporting

A clean monthly pack and KPI dashboard your board can read in ten minutes. Clear commentary, honest variances, and the two or three decisions that need their input.

How we work together

Most clients start with a Financial health check — a two-week review of your numbers that ends in a written plan. From there, a monthly CFO retainer gives you ongoing finance leadership two days a week, without the cost of a $300K full-time hire.

Engagements are month-to-month. No long contracts, no junior staff learning on your dime — just one experienced CFO who knows your business.

  • Two days a week of senior finance attention
  • A standing weekly check-in plus async access between calls
  • Models, dashboards and board packs built and maintained for you
  • Direct support through fundraises, lender conversations and key hires

Not sure where to start? Book a 30-minute intro call and we'll figure out the right first step together.

Get started

Let's look at your numbers.

A 30-minute call to understand where you are and whether a fractional CFO is the right next move.