My Services

Every business is unique–so are your numbers.
I offer flexible, fractional service packages customized to your stage, size, and goals. Giving you exactly the level of financial support you need, no more and no less.

Services are available as:
• Monthly packages for ongoing support
• One-time projects for specific needs

Below is a sampling of what we can focus on together.

Pricing is bespoke, and tailored to meet your business needs. We’ll talk through what fits best and discuss pricing options during your consultation.

Person analyzing financial documents with a calculator, desk cluttered with papers, notebook, and a laptop.

Fractional CFO & Business Advisory

Strategic guidance to build a thriving business 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

A black notebook with a pen on top sits on a wooden desk near a window, with sunlight illuminating the scene.

One-Time Assessments

Curious where you stand? These focused check-ins deliver insights fast.

  • Cash flow snapshot

  • Actual vs. budget review

  • KPI scorecard

  • Profitability pulse check

  • Revenue diversification strategy

Office desk with a laptop, glasses, a pen, financial reports, a small green toy horse, and a plant in a pot.

Add-On Services

Need an extra layer of support? These can be added to any engagement.

  • Financial reporting oversight

  • Cash flow management

  • AP/AR oversight & strategy

  • Payroll strategy

  • Bookkeeping

Don’t see what your looking for? Let’s chat about how I can help.

Contact me