The Backend Operator Fractional CFOs Call When Delivery Breaks
Quietly cleaning up chaos so you can scale without hiring internal ops.
Helping fractional CFOs escape delivery chaos by fixing the backend — no more patch jobs, just clean, scalable client ops.
If this sounds familiar, you're not alone.
Is This You?
You walk into another client engagement... and within 10 minutes:
Google Drive is a dumpster fire. Random folders, bad permissions, no naming logic.
No SOPs in sight. Everything’s tribal knowledge in someone’s head—or buried in Slack.
Onboarding = chaos. You’re chasing clients with emails, checklists, and crossed fingers.
You’re firefighting ops just to do your real job. Financial delivery is delayed because backend is broken.
You’re stuck being the ops manager. This isn’t what they hired you for. But you do it anyway… because someone has to.
Here’s the Fix
You stay focused on financial strategy.
I quietly clean up the backend chaos.
✅ Google Drive Folder Systems
Logical, searchable, secure. Built with naming conventions and access rules that scale.
✅ Automated Onboarding Flows
Clients onboard themselves. SOPs, automations, and checklists handle the heavy lifting.
✅ SOP & Template Hubs
Your brain — documented. No more Slack spelunking or re-teaching the same workflow.
✅ CRM & Reporting Systems
Track clients and delivery without breaking spreadsheets. Live dashboards included.
Book a Systems Clarity Call — no pitch, just answers.
I build backend systems using tools that scale quietly and reliably:
Three Ways to Work Together
Whether you’re just starting to feel the backend drag or already drowning in it — I’ve got you.
🔍 Backend Audit
Diagnose the chaos. Quick teardown of your backend with 2–3 actionable insights.
Learn more →⚙️ Systems Sprint
I build 1–2 critical systems in 1–2 weeks. Clean, scoped, fast. No fluff.
Learn more →🔁 Retainer Partnership
Ongoing backend support as you scale. 2–4 system builds/month, async ops handled.
Learn more →Behind-the-Scenes Wins
These aren’t generic templates — they’re real system maps and backend overhauls based on CFO firm pain points.
📉 CRM Cleanup
Cut CRM costs by 80% without breaking ops. Cleaned up 10,000+ records, streamlined client pipeline.
Read the full story →🚀 Onboarding Flow Fix
Built a Notion-powered onboarding flow that turned chaos into calm — reduced client ramp-up by 50%.
Read the full story →📁 File Structure Overhaul
Transformed a messy Google Drive into a clean, navigable system with roles-based access and SOP links.
Read the full story →What You’ll Walk Away With
Save 10–20 hours/week
Less manual onboarding, less cleanup, less ops debt.
Repeatable systems
Templates, SOPs, and flows that actually stick.
Calm delivery
No more firefighting. Just clean client execution.
Scale without hiring
Grow backend ops without growing headcount.
Who I Work With
- • Solo fractional CFOs drowning in manual ops
- • Boutique firms scaling delivery complexity
- • Strategic operators who hate inefficiency
Know another CFO struggling with backend chaos? I’m happy to do a quick mapping session for them too — operator to operator.
Ready to finally fix the backend?
Show me your biggest ops mess—and I’ll show you what calm, scalable delivery actually looks like.
No fluff. No excuses. Just clean systems that scale.