Hey there! I’m Lucas, a finance leader and strategic advisor residing in sunny Santa Barbara, California.
I help startups and growing businesses move faster, make smarter decisions, and scale with confidence. Whether you’re launching, growing, or optimizing an established business, I bring financial clarity, long-term strategy, and modern tools, including AI, to keep you lean and built to last.
how i work with clients
Choose the level of support that fits your needs — from strategic leadership to hands-on execution.
Fractional CFO
Deep, long-term strategic partnership. Ideal for scaling businesses that need financial leadership — without the full-time cost.
Fractional Finance Manager
Mid-level integration for growing companies. Ongoing financial insight and hands-on support, without full executive scope.
Project-Based & On-Demand
Flexible, lightweight engagement for founders and teams needing help on a specific initiative or short-term gap.
what i offer
Strategic Finance
- Financial planning & analysis (FP&A)
- Budgeting & forecasting (short- and long-term)
- Cash flow modeling & management
- Fundraising support (equity & debt)
- Financial assessments & KPI development
- Strategic planning & scenario modeling
- Board & investor reporting
- Exit & M&A prep
Operational Support
- Treasury & cash management
- Pricing strategy & profitability analysis
- Market sizing & competitive research
- System setup & process optimization
- Financial operations & internal controls
- Vendor & tool evaluation (including AI tools)
- ERP implementation support & cleanup
Foundation & Technical
- Financial reporting
- Audit, tax, and due diligence prep
- General ledger and chart of accounts review
- Accounting support (oversight, cleanup, guidance)
- Cap table & equity modeling
- Ad hoc analysis
Whether you’re pre-seed or profitable, I bring clarity, momentum, and smart financial thinking, matched to your needs.
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