01 What is a fractional CFO?

• A fractional CFO is a financial expert who works with multiple organizations on a part-time basis. In this role, I will help you create a financial roadmap and tools that guide strategic decision-making. My specialty is working with female founders and practitioners who focus on womens’ and family health. We will benchmark your financial health, and create specific, measurable goals to profitably grow your business. By understanding your vision coupled with your pricing, capacity and current cost structure, I will help you continue to build your dream business so you can positively impact as many women and families as possible.

02 When do I need a fractional CFO?

• Whether you’re just starting your own business or you’re experiencing quick, organic growth, you can benefit from working with a fractional CFO to ensure you’re building on a solid financial foundation. 

• I created my Business Foundations program to empower you to understand your financial health, and create a roadmap and prioritization framework to focus on profitable growth. We put the fun in the finance fundamentals and customize a plan based on your specific needs. This offer is perfect if you have a solo practice and you’re primarily offering 1x1 services. 

• Once you’re selling multiple services and products, have hired team members or have a plan to pass the 7 figure mark, I definitely recommend investing in a fractional CFO. You want to keep the momentum without wasting time, energy and money, or simply burning out. 

03 Do you offer bookkeeping or tax services?

• Not at this time, but I am happy to connect with your bookkeeper and tax advisor.