Services Menu

Consulting & Advisory Services

Fractional CFO & Controller Services

  • Full financial oversight for scaling businesses

  • GAAP/IFRS compliance and audit readiness

  • Monthly financial statements & board reporting

  • Budgeting, forecasting, and scenario planning

  • Cash flow management & profitability optimization

  • Fundraising support (investor decks, due diligence, financial modeling)

  • ERP/accounting system implementation & optimization

Fractional CPO (Chief People Officer) Services

  • HR infrastructure setup for growing companies

  • Employee retention and wellness program design

  • DEI strategy development and integration

  • Organizational culture transformation initiatives

Operational Strategy & Business Management

  • Supply chain analysis & cost optimization

  • Internal control structure design

  • Strategic operational planning

  • Cross-department process improvement & efficiency upgrades

Special Projects

  • IPO preparation & readiness

  • M&A financial due diligence support

  • Inventory management restructuring for eCommerce

  • Implementation of financial/operational tech stacks (NetSuite, Oracle, Shopify, Tableau, etc.)

Digital Products & Courses

Profit Mastery for Founders (flagship)

  • Step-by-step frameworks for increasing profit margins

  • Tax efficiency strategies for entrepreneurs

  • Financial systems & cash flow mastery

  • KPI dashboards & decision-making tools

Upcoming/Additional Potential Digital Products

  • “Fundraising for Founders” mini-course (leveraging your investor deck & due diligence experience)

  • “Finance Systems Blueprint” (how to choose, set up, and optimize accounting & reporting tools)

  • “From Chaos to CFO” (small business operational finance mastery)

Coaching Services

Financial Empowerment Coaching for Women Entrepreneurs

  • 1:1 coaching on money confidence, business finance literacy, and leadership mindset

  • Group programs combining money strategy with personal development

  • Holistic business & personal finance planning

Transformational Coaching

  • Deep mindset and identity work for founders and executives

  • Breaking through money blocks & self-worth limitations

  • Leadership confidence and decision-making resilience

Add-On / Short-Term Engagements

  • Financial & operational health audits (90-minute or 1-day intensives)

  • Annual tax strategy review

  • KPI dashboard creation & training for internal teams

  • Executive onboarding to company financials (for new CEOs/Founders)