SERVICES

Direct Advising
“Business Partner-for-Hire"

I'll work with you and/or your team directly and support you to move through a growth path, such as this one:

﹢ Clarify Goals ﹢ Isolate Issues

﹢ Uncover Solutions ﹢ Map Out a Path

﹢ Track Progress ﹢ Take Account

﹢ Pivot ﹢ Refine

﹢ Celebrate!

Fractional CFO
“Numbers Person-for-Hire"

I'll step in as your key finance officer, and get to the heart of solving your financial issues. Areas of focus include:

﹢ Systems Development ﹢ Bookkeeping Cleanup

﹢ Accounting Setup ﹢ Statements

﹢ Data Visualization ﹢ Telling your Financial Story

﹢ Forecasting ﹢ Decision-Making

﹢ Tracking KPIs

Project Lead
"Team Captain-for-Hire"

You bring a project scope or we create the project scope together. I will then execute project to finish with your team or on my own.

This is great for one-off projects that need getting done to fix a major issue or to take your business to the next level.

AREAS OF FOCUS

Attunement

Adaptive communication, listening, clarifying, empathizing, seeing potential, collaborative envisioning

Strategic Coherence

What are the highest goals, and how can we best align the finances, brand, product, leadership, systems, staff, and culture to them

Systems Design

Diagnose inefficiencies, map solutions, implement with team

Delegation

Refine roles to maximize holistic fit and efficiency, reduce costs

Psychological Safety

Navigating interpersonal tensions within a team, activities and systems that promote safety and empowerment

Growth & Scale

Draw scenarios, decide path, clarify steps, build performance trackers, foster accountability, support along the way