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Fractional CFO Services for Women-Owned Businesses

Financial Strategy and Insights, Customized for Your Business

We use our expertise to help 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

Get custom support for your business

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 take a cookie-cutter approach when working with you.

We customize our services so your business gets exactly what it needs

to be financially healthy and sustainable. 

 
Financial Health Check 
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The Financial Health Check is a financial assessment of your business using our Healthy Financial House™ methodology. 

  

It will give you a picture of the financial strengths and weaknesses in your business, giving you a clear view of what you need to do to achieve your short and long-term goals.

 

We also use this as the first step for all our clients that are looking for monthly or advisory support. It includes: 

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Background questionnaire

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90-Minute deep dive call

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Financial information review

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Custom Plan of Action report

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60-Minute Financial Health strategy call

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Monthly Support
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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: 

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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.

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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.

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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.

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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).

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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.

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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.

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Advisory Services
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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:

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Financial Planning & Analysis

Budgets, forecasts, and strategic plans for specific projects so you can make informed decisions.

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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.

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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.

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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.

 
Want a healthy and sustainable business?

Visit our resources page to get curated recommendations on how to get there.