Concierge CFO Services

How much money are you leaving on the table by not having someone look at it all?

Let me worry about the numbers for you.

You have enough to worry about when it comes to growing your business.

Imagine having someone on your team that handles all your financial pieces of running your business. Your own personal chief financial officer (CFO).

Someone who has your best financial interest in mind and can help you with the most important financial decisions in your business.


My over 25 years working as an international portfolio manager on Wall Street, the financial controller for many small businesses, and my extensive study of personal development and feminine leadership around money will give you that 360-degree view of money that will give you clarity and confidence in your numbers.

Success with money is not only strategy, it is also what you think, believe, and feel about your potential to make great money in your business in exchange for creating massive value for your clients, customers, or guests and YOU!

My CFO services are built around regular meetings where we come together and I report to you all the financial aspects of your business so you can make key decisions moving forward and achieve the results you want all with the confidence of the numbers behind it. We review challenges and opportunities with an eye on forward-facing financial visibility.

Most Bookkeepers, CPAs, and Controllers are looking at the present moment and keeping the money in order.

I focus on the future.

Included are:

  • Accurate and Timely Bookkeeping
  • Cash Flow Forecasting and Budgeting
  • Financial Modeling for future growth projects, services markets
  • Financial Strategy, Analysis and Decision Making
  • Monthly Key Financial Performance Scorecard
  • Funding and Due Diligence
  • A financial confidant, partner, and guide to your income growth and profitability who has your best interest in mind

Let's Work Together

Schedule a complimentary consultation with me to see if we are a fit to work together in scaling your business to thrive, to expand, and to be profitable.

With money you can either be active, reactive or proactive. With me as your concierge CFO, it is all about being proactive and profitable.

As the saying goes, “What got you here, won’t get you where you want to go.”

Schedule a call with me today and let’s see what your financial potential can be!

Book Your Complimentary Consultation

Follow Along On Instagram


Subscribe to my newsletter and get the latest tips and updates