Purpose-Driven Businesses

PURPOSE-DRIVEN

BUSINESSES

You're growing quickly
You need help understanding and organizing your numbers so you can make big business decisions.
You're looking to scale your business and need detailed financial models to evaluate options as you grow.
You just need someone else to think about the numbers so you can focus on your business.
We get it
We know how growth-focused CEOs think and take the mystery and frustration out of your numbers.
We are your business partner and work alongside you as a member of the team.
We oversee the accounting and give you black and white strategic insight.
 
We empower you to grow and scale!oversee
Here's how we do it
We are your fractional CFO. We work on a retainer basis which means you always know what to expect in terms of cost AND you get as much support as you need.
We can handle:
  • Budget development
  • Cash flow forecasting
  • Revenue/expense projections
  • Accounting oversight
  • Monthly reporting
  • Financial dashboard creation

SCHEDULE A STRATEGY SESSION OR TAKE THE FREE QUIZ NOW!

Contact Us

Worried that you don't have enough cash in your biz?

Not sure if you should spend money?

Unsure of which revenue streams are profitable and where you might be bleeding money?

Let's chat! 

SCHEDULE A FREE STRATEGY SESSION HERE >>>

WHAT OUR CLIENTS ARE SAYING

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"I am so much more confident in my decision making. Having trusted experts that I can reach out to anytime with questions or concerns removes so much stress. I had zero future visibility for the financial status of my company and lived day-to-day worried about the financial health, struggling to make smart strategic decisions regarding investments for growth and staffing. My bookkeeping was constantly behind and I was lost in the details.

Stephanie is a total professional who is dedicated to fully supporting her clients. I always feel like a top priority and never feel like there is a question I can't ask. As a business owner herself she is often two steps ahead of me and knows what the next detail I need to understand." 

Jessi Robinson, CEO

Print & Pixel Creative

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"Stephanie and her team helped us vet, select, train and implement many of our operational systems and programs. We have more systems in place that give me, as the Director, information to help inform our work, create more efficient systems and drive decision-making.

They are easy to work with and open to educating their clients to be more successful.

They have customized annual presentations for us, which has been incredibly helpful."

Jessica Lawrence, CEO

Cairn Guidance

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"I was just a little in the dark and lost in terms of my finances and what they actually looked liked, and what they were projected to look like. I have way more clarity and confidence in where I am headed financially. I also feel like I can breathe a little more, plan better and have a better relationship with money in general.

Stephanie and her team are the best! You can tell they really love what they do. Stephanie is so kind-hearted and passionate about her clients and her work. She is trust worthy and loyal, you know you are in good hands!"

Julie Solomon

Podcaster and Influencer Marketing Educator