“When Bill and I first started working together in 2022, Sourcetoad had grown quickly and I felt like I was losing visibility into the financial side of the business. We had good people and good systems, but we didn’t yet have the level of financial structure, reporting discipline, and strategic financial insight that a company our size needed.
Bill stepped in and immediately helped reset the standard for what “good” looked like. In our first meeting he laid out a clear picture of the financial controls, reporting cadence, and executive-level financial insight that a well-run company should have. Over time we methodically built that foundation.
The biggest change was credibility and clarity in our numbers. Our financial reporting became something the executive team could rely on to make decisions, not just something we reviewed after the fact. Bill also became a valuable part of our leadership discussions, helping translate financial data into practical business guidance.
Bill was also integral during our M&A process. Because the financial foundation was already in place, we were able to present the business clearly and confidently, and Bill played a key role helping guide the process from the financial side. His involvement helped the transaction move forward efficiently and with far less friction than I expected.
Over time Bill has become far more than a fractional CFO. He is a trusted advisor who understands our business deeply, participates meaningfully in executive conversations, and has been a mentor to me personally as a CEO.
For a founder or CEO who knows their company needs stronger financial leadership but isn’t ready for a full-time CFO, Bill brings the structure, insight, and partnership that growing companies need."