Your Ultimate Advantage

Strategic Financial Leadership Beyond the Numbers

Helping business leaders improve financial performance and develop strong leadership teams – without the cost of a full-time CFO.

Most business advisors focus only on numbers or only on leadership. Here, you get both, along with relationship insights, so you don’t just grow your business, you grow as a financial expert in your business and a leader who can sustain success and begin living a life you love.

Do You Struggle with:

• Running a business feels overwhelming & chaotic.
• Lack of financial clarity or leadership gaps.
• Struggling to grow because of uncertain financial management or team issues.
• Making decisions on the fly without enough data or support.

Most businesses fail, or don’t reach their potential, because of two key challenges: financial under-management and leadership struggles.

The intersection of financial strategy and leadership excellence is where businesses achieve breakthrough results, and success follows. Our combined services offer a unique, integrated approach that aligns your financial performance with effective leadership.

With my unique combination of Fractional CFO expertise and Executive Leadership Coaching, you get the financial strategy, leadership support, and business growth guidance you need, you get someone who sees your entire business – all in one place.

With this dual-focus approach, you get:

• Expert financial insights for growth and stability.
• Leadership strategies that foster a strong, engaged team.
• Practical solutions to navigate challenges and seize opportunities.
• Less Stress & Overwhelm
• More Time to Focus on Growth
• All this, and so much more!

How This Works

🔹 Financial Clarity & CFO Oversight

• Cash flow, profitability, financial forecasting, and operational efficiency.

🔹 Leadership Development & Executive Coaching

• Strengthening decision-making, communication, and executive presence.

🔹 Strategy & Growth Alignment

• Integrating leadership and financial insights for smarter business decisions.

🔹 Stress Reduction & Work-Life Integration

• Creating a sustainable business model that doesn’t burn you out.

Why This Approach Works

• Most business advisors focus only on numbers or only on leadership. By addressing both the numbers and the people driving your business, we help you create a resilient, high-performing organization poised for long-term success.

• When you work with me, you’re not just hiring a CFO—you’re gaining an experienced trusted advisor who helps your business grow profitably and sustainably.

Who is this for?

• Small to mid-sized business owners who need BOTH financial strategy & leadership development.
• CEO’s looking for a trusted partner to help them lead and grow their business.
• Entrepreneurs struggling to balance financial decisions and leadership challenges.
• Business owners who feel stuck in profitability and growth, and need aligned strategy.

Types of Engagements

• Short term up to 3 months to address specific concerns.
• Long term 6 months and up, to really grow your profits, your leadership presence, and develop high-performing teams.

Pricing

• Depending on the engagement, let’s have a conversation and identify your needs.

Combine fractional CFO services with executive leadership coaching for a powerful, results-driven strategy. Align your financial goals with strong, confident leadership to build a more resilient, successful organization.

Reach out today to explore how this comprehensive approach can elevate your business.