SERVICES

Envision your business growth and longevity

As a fractional CFO, I will come into your business and help optimize your finances so you can earn more profit and continue to grow.

My specialty is working with founders and practitioners who focus on women’s and family health. By understanding your vision coupled with your pricing, capacity, and current cost structure, I will benchmark your financial health and empower you to visualize your future growth.  

Together, we’ll create specific, measurable goals to guide you as you continue to build your dream business and positively impact as many women and families as possible.

SERVICES

Let’s build the profitable business of your dreams

Financial Foundations & Clarity

Your business is growing, but you don’t have a handle on where your money is going. You’re looking for your business bestie who can help you understand your business’ financial health, and set achievable goals based on your ideal lifestyle. Together, we’ll create a personalized strategy to help you solidify your financial foundation and achieve the business results you want this year.

    • Comprehensive Financial Review: Analysis of your current financials and metrics to identify opportunities for increased profitability.

    • One-on-One Sessions: Personalized coaching over a 2-month period to develop a tailored financial roadmap.

    • Email Support: Ongoing assistance between sessions for immediate questions and guidance.

    • Monthly/Quarterly Strategy Sessions: Follow on sessions to review progress and adjust strategies as needed.

Fractional CFO Support

You’re ready to commit to a strategic partner to support your financial decision making. You’re ready for more structure to optimize your operations and prioritize how you’re investing your time, energy and money. Your bookkeeper has provided you with accurate and timely financials and you’re ready to feel empowered about how to measure your success today and for the next 1-3 years.

    • Customized ongoing support, up to 20 hours per month

    • Financial Benchmarking: A complete financial review and benchmarking to identify opportunities to increase profitability.

    • Success Measurement Framework: Identify specific metrics to track progress and guide decision-making.

    • Budgeting, analysis and sales projections

Strategic Growth Forecasting

You’re looking to launch a new service or product or expand your brick and mortar business, and you want to ensure you have a solid financial foundation on which to grow. You want help forecasting if this endeavor will be profitable, and how long it will take. You could use support on completing your business plan, including your pricing strategy, capacity considerations and sales projections.

    • Customized scope of work

Here’s how it works

  • We’ll set a date for our kickoff meeting. You’ll share your current financials with me, I’ll perform a financial review and share feedback prior to our session.

  • Together, we’ll review opportunities to increase your profitability by evaluating your pricing, client volume and capacity, cost structure and cash flow.

  • You’ll walk away with specific, measurable goals and a roadmap to get from where you are today to where you want to be.

  • We’ll agree on an ongoing meeting cadence to hold you accountable and continue to help you achieve your financial goals.

Imagine achieving financial results with ease

Increase your profit

Strategic pricing, cash flow and cost savings initiatives 

Clear success metrics

Create specific, measurable goals and sales projections

Optimize your offerings

Identify your most profitable services, products and schedule

CLIENT SERVICE

I am helping my clients successfully operate and expand their businesses so they can positively impact as many women and families as possible.

  • "Rebecca has helped me understand how I can grow my business to be more profitable, in a way that makes sense for me. I stepped into this space with Rebecca not understanding what I was doing wrong and why I was having trouble seeing growth in my business. She has empowered me so much to understand where growth can happen and how to make manageable but mighty changes. Not only is she excellent at what she does, she extremely personable and lovely to work with. I look forward to continued work with Rebecca!.”

    – Maddie, Essere Mental Wellness

  • Working with Rebecca has been incredible. As a physician, my focus has always been on my patients and patient care. I've never felt comfortable with the business end. However, as I've been making a major transition with my practice, I knew I needed support with the financial aspect of my business. Rebecca has been extraordinary. She is whip smart and insightful. She is detail oriented, but presents information in a way that I can understand. She meets me at my level, yet ensures we're taking the business to the next level. I feel incredibly lucky to have her at my side as we continue to expand. I simply can't recommend her more highly.

    – Dr. Erika Klemperer, WELL Dermatology

  • "Working with Rebecca has been helpful on so many unexpected levels. As practitioners, our focus has always been on supporting our clients and patients. Rebecca has help us truly understand our finances and strategize ways to take our business to the next level, while making sure the heart and soul of our business remains steady. Rebecca not only has a gift for crunching numbers and projecting costs and income, but she also has us use our own intuition and makes sure we feel heard — it's one of many reasons we call her our business therapist! We couldn't recommend Rebecca more and look forward to celebrating our business growth with her by our side."

    – Sarah & Carolyn, Indigo Wellness Group

CONNECT WITH ME

Let’s build the profitable business of your dreams.