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Grow Your Business with a CFO by Your Side

Fractional CFO + Coaching support for solopreneurs and small businesses making under $1M/year.

We offer strategic financial partnership tailored to where your business is now — and where you want to go. Every tier includes both business finance strategy and personal money coaching, so you build lasting confidence on both sides of the equation.

Builder Tier

$650/m

Best for: Solopreneurs and early-stage founders getting their first major clients and building financial systems from scratch. You are probably making between $0-$250K per year in your business. 

What’s included:

  • QuickBooks setup + business banking structure
  • Monthly Profit & Loss + cash flow forecast
  • Subcontractor pay + expense tracking
  • 1x Monthly strategy call (75–90 min)
  • Personal finance coaching & goal setting
  • Email/Slack access for ongoing support
Book A Clarity Call

Stabilizer Tier

$1,100/m

Best for: Small businesses with consistent revenue who want to streamline operations and prepare for growth. At this stage you are bringing in $250K-$500K per year in your business. 

What’s included (everything in Builder, plus):

  • Rolling 90-day cash flow forecasting
  • Pricing and margin analysis
  • Owner’s pay planning + tax strategy
  • Hiring/payroll structure support
  • Quarterly planning & financial goal setting
  • Standard Operating Procedure (SOP) development for finances
Book A Clarity Call

Scaler Tier

$1,600/m

Best for: Founders preparing to scale, raise capital, or optimize for long-term growth and sustainability. You are ready to sell or expand which means you're making $500K-$1M+ per year. 

What’s included (everything in Stabilizer, plus):

  • Departmental budgeting and financial dashboards
  • Strategic growth modeling (new offers, hires, investments)
  • CPA/tax team coordination
  • Quarterly deep-dive reporting
  • Investor or funding readiness
  • Owner compensation optimization
Book A Clarity Call

Who This Is For?

 

Built for Business Owners who are doing it all - and ready to grow smarter.

You're running a lean team, managing client work, marketing, hiring (or wanting to) and still trying to make sense of your numbers. You've got momentum, everyone says you are killing it but you know you lack clarity and it's a bit scary. That's where I come in - to help you build a financial system that fuels your growth, not slows it down.

  • Soloprenuers or Micro Teams
  • Service Providers, Consultants, Creatives, Coaches
  • Making between $100k - $1M a year
  • Need strategy, not spreadsheets

 

Why It Works

More than numbers. You get a strategic partner

Clarity

See exactly whats working and what's not.

Control

Make confident decisions with a financial roadmap

Consistency

Weekly sessions to stay focused and move forward

What You Get

  • Custom KPI Dashboards
  • Biweekly 1:1 Coaching
  • Monthly Financial Review
  • Growth Strategy Sessions
  • Cash Flow Forecasts & Scenario Planning.
  • Action Steps & Accountability
Let's Get Started

Here is what you'll get - in every plan - to help you confidently run and grow your business.

You don't just get spreadsheets - you get a thought partner who helps you make sense of the numbers and take confident action.