Financial Coaching & Strategic Consulting
Ways We Can Work Together
Your business has its own story, and your numbers should reflect that. My services are flexible and fractional, customized to help you understand your numbers and reach your goals.
We’ll build a plan that gives you the right amount of support for where you are today, available as:
Monthly Packages: Consistent partnership to keep you on track.
Project-Based Support: Focused solutions for immediate needs.
Below is a sampling of the ways I help clients gain clarity and control.
A Note on Pricing
Your investment is tailored to your business needs. We’ll discuss the scope that feels right for you during your consultation, ensuring you have a clear understanding of the value and the cost before we begin.
Fractional CFO & Business Advisory
Strategic guidance designed to replace second-guessing with clarity, confidence, and intention.
Financial reporting & KPI dashboards
Budget creation & monthly forecasting
Financial & decision-making analysis
Profitability and growth reviews
Operational & strategic planning
Operational finance support
Business advisory
One-Time Assessments
Get a clear read on your business. These focused projects deliver fast insights without a long-term commitment.
Cash flow snapshot
Actual vs. budget review
KPI scorecard
Profitability pulse check
Revenue diversification strategy
Add-On Services
Need to go a little deeper? These focused services can be added to any engagement to round out your support.
Financial reporting oversight
Cash flow management
AP/AR oversight & strategy
Payroll strategy
Bookkeeping
Not sure exactly what you need? Let’s chat.