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. This could mean cash flow forecasting, profitability analysis, growth strategy, or aligning your financial operations with your bigger mission. You get the benefit of CFO-level expertise exactly when you need it, without the commitment or expense of a full-time hire.

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.

No, I do not prepare annual income tax returns for my clients. Some of my services include filings like payroll tax reports or entity elections (such as S-Corp elections), but my primary focus is on holistic bookkeeping, tax strategy, and CFO-level support. I'm happy to work directly with your current tax preparer to deliver tax-ready bookkeeping for a streamlined experience—or refer you to a trusted tax preparer within my network if you need one.

Absolutely! It's common (and normal) for new clients to need a little—or a lot—of cleanup before we transition into my quarterly services. I offer cleanup and catch-up services as a first step, so you start with a strong foundation. We'll get your books organized, accurate, and aligned with best practices before moving into ongoing 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.

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.