Fractional CFO Services for Women-Owned Businesses
Financial Strategy and Insights, Customized for Your Business
Financial and business expertise
that helps your business succeed
Your bookkeeper and accountant record what has happened in your business to make sure your books are accurate and your taxes are done right.
We use the information in your accounting reports to analyze your financials and strategically plan for the future.
Strategic Planning
Budgeting and Forecasting
Cash Flow Management
Financial Analysis
Risk Management
KPI Development
Goodbye to generic advice and hello to a financial solution that fits you like a glove
Your business is unique. Your financial support should be too.
Every business - and every business owner - has different needs.
That is why we do not do cookie-cutter approaches.
We customize our services so your business gets exactly what it needs
to be financially healthy and sustainable.
Financial Health Check
The Financial Health Check is an actionable diagnostic of your business and its current finances, using our Healthy Financial House™ methodology. It is all about providing you with customized insights and resources that align with your specific business needs.
We don't just run the numbers and provide generic financial advice – we work with you to understand your business on a deep level and provide you with the practical guidance and resources you need to take your business to the next level.
You will:
Gain a clear view of your financial strengths and weaknesses
Receive recommendations tailored to your specific needs, challenges, and growth points
Have a custom plan of action with implementation steps
Monthly Support
Get the most power out of ongoing financial intelligence. With the monthly support, we will give you dedicated and customized guidance to support your financial success.
You will never again wonder where your finances stand, and you will make confident decisions that will make your business thrive.
Support that is covered:
One-on-One Support
Weekly meetings to review your numbers, plan for the future, strategic support, and deep dive into financial topics important to your business.
Plus, unlimited email access for any questions or support needed that come up between calls.
Reporting
Understand exactly how your finances are performing with reporting on your trends, forecasts, budget, and key performance indicators.
All your important metrics will be available on your financial dashboard so your current numbers are always available at a glance.
Infrastructure Building
We will help you build the right pillars for a healthy and sustainable business: financial teams and processes, financial planning, internal controls for fraud prevention, and cost optimization.
Planning
Establish financial plans that lead to success, like budgeting and forecasting, cash flow planning, and strategic planning (e.g., 3- and 5-year projections).
Financial Analysis
A deep dive into your numbers that allows us to identify concerns and opportunities and develop strategies to keep you on track.
For example, if there is a gap between your projections and your actual numbers, we will identify specific strategies and the steps you need to take to fill that gap.
Risk Management
Assessing current systems to reduce risk in areas including debt, insurance coverage, business contracts and payment structures, and making referrals to the appropriate professionals who can help you resolve any problems.
Advisory Services
Get support to make informed decisions about specific business topics or projects.
If you do not necessarily need a dedicated fractional CFO, but still need the expertise of a financial professional for projects and decisions, advisory services are a good fit for you.
We advise on:
Financial Planning & Analysis
Budgets, forecasts, and strategic plans for specific projects so you can make informed decisions.
Risk Management
Assessing current systems to reduce risk in areas including debt, insurance coverage, business contracts, and payment structures, and making referrals to the appropriate professionals who can help you resolve any problems.
Key Performance Indicators
Development of the right KPIs for your business and setup of a dashboard so all of your metrics are in one place and are easy to monitor.
Infrastructure Building
Support setting up financial teams and processes, financial planning, internal controls for fraud prevention, and cost optimization so you have the foundation for a healthy and sustainable business.