Frequently
Asked Questions

A fractional CFO (Chief Financial Officer) is a strategic financial partner who helps your business grow and operate more efficiently—without the cost of a full-time executive. I step into your business part-time to provide high-level financial oversight, decision-making support, and future-focused planning.

You might benefit from a fractional CFO if you're scaling quickly, feeling uncertain about your financial strategy, or simply tired of making big decisions without clear financial insight. Many of my clients reach out when they're managing six- to seven-figure revenue and want to step into the next level of sustainable, intentional growth. If you’re ready to move from reactive to proactive financial leadership in your business, it’s the perfect time to bring in support.

I'm happy to collaborate! My role is flexible depending on your needs. Sometimes I work alongside an existing bookkeeper, offering CFO-level strategy while they handle the day-to-day transactions. Other times, I step in to upgrade your financial systems or provide higher-level reporting your current setup may not offer. I believe in building a team that works with you, not adding unnecessary complexity.

Absolutely! This is exactly what the Executive Financial Review is designed for. This is a comprehensive, one-time deep dive into your financials, operations, and overall structure. We identify errors, gaps, and inconsistencies, and provide clear recommendations to get everything back on track. Many clients use this as a standalone engagement to get a clear, accurate picture of their business and a strategic path forward, while others use it as a foundation for ongoing support.

No, I don’t provide tax preparation or filing services. Instead, I offer strategic guidance to help you better understand your tax position, identify opportunities, and make more informed decisions throughout the year. Tax-related support is integrated across all of my services—from answering specific questions in Strategy Sessions, to identifying optimization opportunities in Executive Financial Reviews, to ongoing tax-aware decision-making in Fractional CFO work. If you already work with a CPA or tax professional, I’m happy to collaborate with them to ensure your financial strategy and tax approach are aligned. I can also refer you to a trusted tax preparer within my network if needed.

I specialize in partnering with purpose-driven businesses and conscious entrepreneurs—especially those in creative, healing, or wellness industries. Most of my clients are generating between $200K and $5M in annual revenue and are looking for a trusted financial partner to help them grow with clarity and intention. If you care about aligning your financial success with your personal values, we’ll be a great fit.