Frequently Asked Questions

A Fractional CFO is like a financial superhero—for hire! We swoop in part-time to help businesses manage money smarter, make strategic decisions, and plan for growth—without the full-time price tag. Think of me as your company's secret financial weapon, ready to crunch numbers, boost profits, and keep your budget in check—all while you focus on what you do best!

About 80% of my clients are women.  I have an unapologetically feminine business name and branding so that tends to be a lot of who I attract.  I am happy to work with men too though if they resonate with my business's vibe!

Tax return services are offered on a limited basis by invitation only to those who have completed one of my CFO Sessions already.  

If I don't have capacity to do your return, I'll refer you to another great CPA I know you'll love working with.  

Ongoing bookkeeping services are offered on a limited basis by invitation only to those who have completed one of my CFO Sessions already.  

If I don't have capacity to do your bookkeeping or your systems aren't a good fit for my team, I'll refer you to another great bookkeeper whom I know you'll love working with.  

You'll be working directly with me for the majority of both the CFO Session and Half Day VIP Session experiences. 

You may be in contact with my team for some administrative tasks such as scheduling or gathering information, but I do the bulk of the calculations and all client facing meetings.  

Yes!  I can help business owners anywhere in the U.S. 

Absolutely!  The work that we'll do together is supplemental to bookkeeping and tax returns.  It doesn't replace them.  

And if you love your bookkeeper or tax accountant, I'll probably ask for an introduction.  I'm always on the lookout for other great financial professionals that I can refer other clients to.