CARL PETERSEN · WYZIN

Know your numbers.

Grow your business    |    Sell it for all it's worth

I pair traditional financial discipline with AI tooling to give owner-operators the clarity, controls, and forward visibility a real business demands — whether you're scaling up or preparing to exit.

^book a brief meeting^
(not a sales pitch)

I Deliver...

Financial Clarity

Books that close on time. Reports that answer your questions. Numbers you can trust when the decision matters.

Growth-ready operations

Controls, forecasting, and KPIs built for the next stage of your business — not the one you've outgrown.

Sale-ready financials

Clean books, normalized earnings, and the financial story your business needs to command its full value when you exit.

Who I work with

  • Owner-operators of $2M–$20M businesses who know their finances aren't where they need to be.

  • New owners getting control of an inherited back office.

  • Owners who want a CFO in their corner, not a vendor.

  • Established owners preparing for the next stage, whether that's growing the business or selling the business.

  • Owners who want to put real AI (not hype) to use in their business, before competitors get there first.

The CFO+AI Difference

Owners looking for help with AI or finances typically consider two options:a fractional CFO who doesn't know AI,
or
an AI consultant who doesn't know finance and accounting.I bring you a third option: CFO+AI Expertise.We start where the risk is lower: your back office, where the data is internal and nothing reaches a customer. It's the right place to take your first real AI step, with experienced CFO judgment guiding you into what actually works and keeping you away from the hype.

^book a longer meeting^
(still not a sales pitch)