THE 6 MONTH
CFO + Strategy Intensive
Transform & elevate your business in 6 months with CFO insights and streamlined systems and strategy to maximize your business potential.
Transformation is Possible
Your business doesn’t need to feel overwhelming, stagnant, chaotic, disconnected, inefficient, or unpredictable. If you’re feeling this way, it’s a sign that there are parts of your business that aren’t working.
That’s where I come in.
With my expertise in accounting, financial clarity, and streamlined systems and operations, I will help you identify and pinpoint your business challenges and give you actionable solutions to transform your business.
Together, we can reimagine and restructure your business processes to create a more efficient, cohesive, and thriving business. Just imagine - running a business where every aspect works in harmony towards your goals, bringing not just success, but also peace of mind.
Are you Ready to…
• Embrace financial fluency with tailored CFO insights
• Streamline operations for seamless productivity
• Cultivate a thriving and balanced business
• Foster growth with a solid financial and operational foundation
With eight years of in-depth experience both within organizations and as a solo entrepreneur, I've honed the ability to build businesses from the ground up. My journey has led to a balanced life where work is a part of success, not a sacrifice for it. Having worked with companies at the pivotal half-million to one million mark, I've laid down the financial and operational bedrocks that are essential for sustainable success.
Whether You Are
Planting the seeds for your business or project
Finding balance in your current success & business
Cultivating your growth & business for success
Experiencing operating difficulties
Together we will define your goals, navigate the obstacles, & tailor our collaboration to support this pivotal season of your business & personal evolution.
What Makes Me Different
I bridge the gap between financials and operational excellence. Our collaboration goes deep into the nitty gritty of your business, looking at the fine details and creating a holistic strategy to elevate every aspect of your business.
Included in Our Work Together
Regular Strategy Calls
Weekly or Bi-Weekly sessions for real-time strategy & support
1x1 Attention
Personalized focus to ensure a tailored approach to your unique needs
Voxer/Email Support
Available Monday to Friday, 9-5 pm, for ongoing assistance.
Human Design
Align your business strategy with your personal strengths.
Strategy Planning
Covering operations, systems, financials, automations, and offers.
Tech Support
Assistance in building out systems and automations for seamless workflow.
Fractional CFO
In my role as your CFO, I bring immediate access to financial expertise, delivering strategic advice in financial planning, analysis, and management, all custom-tailored to align with your specific business requirements. Key financial areas I focus on include managing and resolving cash flow challenges, enhancing gross margins, curtailing high expenses, modernizing outdated systems, and devising effective cost-reduction strategies.
If You Are Tired Of…
Feeling swamped by tasks knowing you do not have a clear system to manage them.
Being at a loss with business numbers, what they mean, or how to leverage them for decisions.
Your business feels unpredictable. One month you're soaring, the next you're trying to find out what went wrong.
Feeling like your business is stagnant - despite your efforts, you're not seeing the growth you envisioned.
You Deserve Support
My commitment is to align your aspirations with your actions, ensuring that your business is an asset, not an adversary.
You might believe that you "should" handle everything, but rarely people succeed without a team on their side. I am here to be your teammate and accountability partner so your business thrives in the ways you want.
My Consulting Philosophy
Sustainable business growth doesn't happen overnight. My 6 month intensive is the perfect sweet spot to lay & solidify a foundation that works now and set-up for lasting success.
Diving into financials and businesses can be vulnerable and scary. I’m committed to always show up with empathy, integrity, honesty, responsibility, & transparency.
Investment
6 Month Intensive
$5850
or 6 Monthly Payments of $975
2 Strategy Calls, 2 hours each
10 Coaching Calls, 60 min. each
Monthly Financial Analysis
Consistent Support via Email & Voxer | M-F 9-5 EST
How My Strategy & Coaching Calls Work
Our collaboration together is designed to provide clarity, set priorities, and create a unique action plan tailored to you and your business. In our sessions, we will:
• We start with a genuine check-in to see how you're truly doing at the beginning of each call.
• We identify & focus on the most important areas to ensure we get to the root causes & issues.
• We’ll review previous weeks goals and actions and shift and reimagine if/as needed
• We’ll analyze and tackle challenges, define priorities, and chart out next steps towards your goals.
• We’ll utilize resources and brainstorm solutions drawn from experience and research.
• I will create a supportive space for emotional and professional growth.
• I will document all sessions with shared notes.
• We’ll set deadlines for actions & deliverables to maintain momentum between sessions.
You Will Leave With…
Financial Mastery & Understanding: Your ‘big why’ translated into financial goals. The legacy you're building through fiscal responsibility and growth strategies.
Operational Values: The core principles guiding your operational decisions, creating a business that’s a true reflection of your ethos.
Structure: Optimized internal systems, processes, and organizational frameworks that ensure efficiency and effectiveness.
Revenue Roadmap: Clarified revenue streams with a focus on product or service offerings, including pricing strategies that reflect your business's value.
Operational Strengths: A keen focus on your strengths and preferences, leading to more strategic delegation and outsourcing.
Distinctive Edge: Your unique approach to financial and operational excellence that sets you apart from the rest, ensuring client loyalty and business sustainability.