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Bookkeeping Services
Strategic. Supportive. Stress-free.
Your business deserves more than generic reports and disconnected data entries. Satori Financial offers bookkeeping that does more than balance your books—it brings meaning to your numbers. My approach is personalized, collaborative, and designed to help you make grounded, purpose-driven financial decisions.
Fractional CFO Support for Businesses
You don’t need to do it all alone anymore.
You’ve built something meaningful—and now it’s time for your finances to support your next chapter with structure, clarity, and strategy. Satori Financial offers Fractional CFO support that’s hands-on, heart-forward, and rooted in real experience.
Financial partnership that meets you where you are
You don’t need to have it all figured out.
Maybe your team is growing faster than your systems.
Maybe you’re avoiding your cash flow spreadsheet—or relying too heavily on it.
Maybe you just want to understand what your numbers are really saying.
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Satori Financial helps growing businesses untangle complexity and build financial systems that support the future you’re working toward—with zero judgment, overwhelm, or jargon.
FRACTIONAL CFO SUPPORT
What you can expect
Every engagement is custom-designed based on your priorities, challenges, and decision-making style. This is not a cookie-cutter dashboard or one-size-fits-all service.
Common areas of support include:
Strategic budgeting and cash flow forecasting
Internal controls and operations system mapping
Month-end close and workflow optimization
Reserve planning and liquidity optimization
KPI setup and performance tracking tools
Hiring guidance and collaborative team coaching
Clear, concise financial reports with context
Systems implementation and tech stack upgrades
Investor updates and long-term capital planning
Investment & Engagement Structure
You'll receive high-level experience with full-spectrum support—tailored fully to your specific business needs.
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Details:
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Starts at $3,000/month
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3-month minimum commitment
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All packages are scoped based on what matters most to you and your team
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No bloated retainers. No pressure. Just a clear, supportive structure for growth.
You’re the visionary. I help you bring it to life—with clarity.
Before founding Satori Financial, I served as CFO for a $6B investment firm. I’ve sat in boardrooms, built the dashboards, and made the hard calls. But I’ve also worked side-by-side with founders who wear every hat—and simply want someone to take this part off their plate.
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I bring grounded expertise, fresh energy, and deep respect for the work you’re doing. My goal is to help you feel supported, empowered, and never alone when it comes to your business’s financial direction.
Why Statori is different
This is not a faceless app or offshore team. Satori Financial is your dedicated strategic partner—someone who sees the full picture, listens to your goals, and helps translate your numbers into clear next steps. Whether you're managing a growing practice, launching a new service, or simply craving more ease in your finances, my approach gives you peace of mind and actionable insight.