SERVICES
“Whether you need hands-on financial clarity, operational systems, or full strategic support, I offer flexible, executive-level services tailored to your stage of business growth.”
Fractional COO Support
Let’s turn your business into a well-oiled machine. I step in as your operations partner—bringing structure, leadership, and systems that free you from the daily grind and make scale possible.
What this includes:
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Process & workflow mapping (ClickUp, Asana, Notion, etc.)
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SOP creation and accountability systems
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Organizational structure design and hiring support
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Weekly check-ins and leadership calls to track execution
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Implementation of dashboards and KPIs
How it works:
We begin with an ops audit and team structure review. From there, I design your operational roadmap and implement systems step by step. Whether you’re hiring, launching, or just overwhelmed—I’ll bring order to the chaos so you can lead with clarity.
Who it’s best for:
Business owners or leaders who feel stuck in the day-to-day and need support stepping into the strategy seat.
Fractional CFO & Strategic Finance
Financial clarity changes everything. I act as your CFO advisor—giving you insight into your numbers, helping you forecast growth, and putting structure behind every decision.
What this includes:
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Cash flow forecasting and budget tracking
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Strategic financial modeling (best/worst/real-case)
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Margin reviews, pricing strategy, and cost analysis
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KPI reporting aligned with business goals
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Optional quarterly or board-ready reporting prep
How it works:
We start with a full financial review to clean up reporting and identify gaps. Then we build a plan: cash forecasting, margin improvement, and strategy-driven decisions. You’ll always know where you stand—and what to do next.
Who it’s best for:
Businesses looking to grow, improve profitability, or gain control of their financial strategy.
QuickBooks Setup & Oversight
Whether you're starting fresh or fixing a mess, I’ll make sure your QuickBooks file is accurate, intuitive, and useful for decision-making.
What this includes:
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Full QuickBooks Online setup or cleanup
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Custom chart of accounts tailored to your business model
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Integration support (Stripe, Square, Gusto, Shopify, etc.)
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Monthly or quarterly financial reviews
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Ongoing oversight or training for your internal team
How it works:
We’ll start with a diagnostic of your existing file—or create a new one from scratch. Then I’ll help integrate, clean, and customize your setup. I can stay on for regular reviews or train your team to manage it going forward.
Who it’s best for:
Business owners who want clean, accurate books and the confidence to make decisions based on real data.
Bookkeeping for Entrepreneurs
Done-for-you monthly bookkeeping by my trusted network—reviewed and guided by me to ensure your financials stay clean, strategic, and timely.
What this includes:
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Monthly categorization and reconciliations
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Clear, timely financial reporting (P&L, cash flow, etc.)
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Strategy reviews or quarterly check-ins
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Optional support with cleanup, audit prep, or transitions
How it works:
After setup or cleanup, my team handles the monthly bookkeeping. I review reports and flag anything that needs attention—so you’re never guessing what your numbers mean.
Who it’s best for:
Entrepreneurs or small businesses that want dependable bookkeeping with expert oversight—without hiring in-house.
Scaling Strategy & Systems
Growth is exciting—but if your systems can’t keep up, it gets messy fast. I help you scale with structure, smarter systems, and the operational support you need to expand sustainably.
What this includes:
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Strategic growth roadmap
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Tech stack optimization & automation
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Workflow, CRM, finance, and HR system upgrades
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Hiring plans and org chart development
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Launch support for new products or locations
How it works:
We begin with a strategic planning session and growth audit. From there, I map out the tools, people, and processes to support your next stage—and help you implement them.
Who it’s best for:
Businesses preparing to grow, launch, or hire—and want to scale without breaking what’s already working.
Let's Build Your Backend the Right Way
If you're growing, overwhelmed, or just ready to stop guessing—I'll help you turn your business into a system that runs smoother, scales easier, and gives you your time back.
🛠 Fractional COO and CFO support
📊 Financial strategy and oversight
📚 Bookkeeping you don’t have to micromanage
🚀 Systems that scale—without the chaos
Ready to get started?