1:1 Business Advisory

You’re not ready to hire a CFO.

BUT your bookkeeper doesn’t have the expertise to tell the story from your financials.

Where do you go when you have a real quick question whose answer is not necessarily real quick?

Your business is booming and you’re hitting pretty good revenue numbers.

But… you have no money in the bank.

You’re struggling to make payroll or pay day-day bills.

You’re making good money but you don’t know where it’s going.

You're steering a ship in the dark, much more likely to run out of fuel, hit an iceberg, or drift into bad weather.

You get the point. You know where you need help.

Hi! My name is Caroline. I’m passionate about business and entrepreneurship.

With 14+ years of experience in Accounting & Finance from SMB to Fortune 500 companies, I’m obsessed with finding high potential companies and taking them to the next level in their journey.

I have a CPA and an MBA but my experience across different industries and business sizes is what seals the deal.

I take all best practices from those years to guide your business to the next level.

I work with you to find profitability, maintain consistent, positive cashflow, get out of debt, set goals and make data-backed decisions for your business.

3 insights on when it’s time to work with a CFO Advisor.

  1. When you’re ready to scale your business. If you’re planning to expand your business, you need to make sure the financial foundation is solid.

    How: A fractional CFO can help you develop a financial roadmap for growth, identify funding gaps and sources, advise on initiatives to prioritize, and help manage your cash flow.

  2. When you’re facing a financial challenge. If your business is struggling financially, we can help you develop a turnaround plan.

    How: A fractional CFO can help you review your cash flow situation, set spending priorities, restructure debt, review customer/vendor agreements, etc

  3. When you need someone to lead your finance function. If you’ve maxed out founder’s capacity or don’t have the expertise around finance, we step in to help.

    How: A fractional CFO can act as the Founder’s/CEO’s co-pilot to help oversee your bookkeeping, compliance, taxes while providing you with the financial discipline needed to achieve the goals, aspirations and vision of the company.

Or You’re maxing out your capacity as a solopreneur and feel ready to hire a headcount.

You’d like to know how much you can afford to pay.

Or how much more revenue you’ll need to hit to be able to afford this headcount.

Gain Financial Clarity In 3 steps

Fill the contact form below.

You’ll receive an email with additional information on payment and required information.

1

Share the financials you need reviewed including the challenges and pain points your business is facing.

2

Sit with Caroline for 1 hour for a financial statements analysis, get all your questions answered and go make business decisions with a level of clarity you’ve not felt before.

3

Get Started

Need an experienced business CFO advisor to answer your real quick question? Or you’re feeling stuck and don’t know you’re business financial standing. Fill the form below and gain the clarity you need.

Without any future-looking tools, you're steering a ship in the dark, much more likely to run out of fuel, hit an iceberg or drift into bad weather.