Book Time With Your CFO Friend

Let’s find the right support for you.
Whether you’re exploring ongoing CFO services, need help organizing your financial systems, want operational and administrative support, or are interested in bringing Bee to your next event — this is where you can schedule the time that fits your needs.

Each session is designed to bring clarity, confidence, and a calm understanding of your next steps, so you can make decisions with peace of mind.

  1. CFO Mini-Session – A focused 30-minute call for quick, expert guidance on one financial question or challenge.

  2. CFO Strategy Session – A 60-minute deep dive to review your finances, uncover opportunities, and create a clear, strategic plan forward.

  3. Finance Clarity Call (free)– A 20-minute call for prospective clients exploring Fractional CFO or Full-Service Accounting support.

  4. Admin & Operations Clarity Call (free) - A 20-minute call to review your workflows, tools, and administrative needs. Perfect for exploring fractional admin support, AI-powered workflows, or operational organization.

  5. Speaking & Workshops Inquiry Call (free) – Schedule time to discuss your event, staff training, or workshop needs with Bee.

A white desk with a weekly planner open to April 2020, a basket of muffins, and a cup of black coffee on a saucer.