Helping you gain financial clarity and peace of mind through tailored solutions.
Whether you’re a solopreneur just starting out or a growing organization, I’ve got services to support you at every stage. From part-time CFO guidance to full-charge bookkeeping and even educational workshops, my goal is to make finance approachable (maybe even fun!) while delivering knowledgeable support.
Below you’ll find an overview of my key services with “starting at” rates for transparency. You can dive deeper by clicking Learn More or take the first step now by booking a Finance Clarity Call.
👉 Quick links: Fractional CFO | Accounting | Speaking
Fractional CFO Services
No full-time CFO? No problem. I offer fractional Chief Financial Officer services – essentially CFO expertise on a part-time basis – so you get top-tier financial strategy without the full-time price tag. This is ideal if your business needs high-level financial guidance but isn’t ready for a full-time CFO.
I become your on-call financial partner, helping you steer your company’s finances in the right direction in a calm, strategic way. (Think of me as your financial co-pilot, keeping things steady and stress-free.)
What do these CFO services include? Guidance on budgeting and forecasting, cash flow management, financial reporting insights, growth strategy, and being a sounding board for big decisions – all tailored to your organization. We’ll demystify your finances together and make sure you always have a clear roadmap for your business’s financial future.
Packages (Monthly):
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Starter CFO Support (Foundation)
For startups and small businesses needing occasional high-level advice. Includes a monthly strategy session, budgeting help, cash flow check-ups, and quick support. -
Growth CFO Partner (Scaling)
For growing companies facing more complex challenges. Bi-weekly reviews, detailed forecasting, KPI tracking, and growth planning. -
Strategic CFO Advisor (Executive)
For larger or complex organizations needing consistent leadership. Weekly involvement, board-level reporting, and full strategic partnership.
Full-Service Accounting
Say goodbye to bookkeeping stress. My full-service accounting offerings handle the day-to-day financial tasks so you don’t have to. From managing your books and payroll to reconciling accounts and preparing financial statements, my team and I act as your complete accounting department.
We’ll keep your books in order while you focus on running your business. Consider us your financial caretakers – keeping things organized, soothing accounting anxieties, and providing clear reports so you always know where your money is going.
Packages (Monthly)
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Essential Accounting (Basic)
Basic bookkeeping and reconciliations with monthly financial statements. -
Pro Accounting (Growing)
Full-charge bookkeeping plus payroll, payables/receivables, and tax prep support. -
Comprehensive Accounting (Thriving)
All-inclusive accounting, advanced reporting, cash flow monitoring, and coordination with leadership strategy.
Speaking & Workshops
Finance doesn’t have to be boring – and my speaking engagements prove it. I’m passionate about demystifying finance for non-financial people. Through interactive workshops and talks, I break down financial concepts in an approachable, sometimes even quirky way.
These sessions are engaging, down-to-earth, and tailored to your audience – whether it’s a group of entrepreneurs, a room full of employees, or attendees at a conference.
Options
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Keynote Talks & Presentations
Relatable talks on financial literacy, small business money, or nonprofit finance. -
Half-Day Workshops
Interactive sessions with exercises on budgeting, statements, and planning. -
Full-Day Training
Comprehensive, customized programs with group discussions, case studies, and Q&A.
