These are not one-off products. They are the ongoing financial leadership your business needs — forecasting, cash flow, pricing, memberships and growth — all built from your real numbers.
12-to-36-month revenue, margin and cash models built from your real numbers — so you can see where the business is headed and make confident calls.
13-week cash-flow forecasts and true cash-flow statements, so you always know exactly what is in the bank and what is coming next.
Service-level and provider-level profit analysis that shows exactly where money is made — and where it quietly slips away.
Building dependable, recurring revenue through membership and package programs your clients actually love to keep.
Helping you pay yourself properly and keep clean, tax-ready books — so tax season is calm and your compensation is intentional.
Modeling new hires, new rooms, or new locations before you commit a single dollar — so you grow on numbers, not on hope.
Keeping your day-to-day financials accurate and organized, so your books are always current, clean and ready for any decision.
Every engagement follows the same disciplined rhythm. No surprises, no upsells — just considered work, on a clear cadence.
We standardize your P&L and read the real story hiding inside your numbers.
We clean up and organize your financials, then walk you through what they actually say about your business — in plain language, with no judgment and no jargon.
You get a forward-looking view of revenue, margins and cash, plus a simple dashboard that turns your numbers into decisions you can make with confidence.
We create your forecasts, cash-flow models and a dashboard you can actually use.
Ongoing monthly CFO guidance, pricing help and cash strategy — always in your corner.
Each month we review the numbers together, tackle pricing and cash questions, and keep your business profitable, organized and moving toward your goals.
If anything below isn't covered, we will gladly walk through it on the introductory call.
Still have questions? We respond personally to every introductory enquiry within one business day.
Owners of small-to-mid beauty and wellness businesses — hair salons, stylists and suite owners; spas and med spas; nail, lash and brow studios; and wellness and fitness studios. Most are doing roughly $200K to $3M in revenue: profitable, growing, and ready for real financial clarity.
A fractional CFO is a senior finance partner who works with your business part-time — giving you the strategy, forecasting and cash guidance of a full-time CFO, at a fraction of the cost.
No — we complement them. Your bookkeeper records the past and your CPA files your taxes; we focus on what the numbers mean and what to do next. We're glad to work alongside both.
Yes — that's one of the most common reasons owners come to us. We build a 13-week cash-flow view so you can see exactly where cash goes and stay ahead of tight weeks.
Not at all. We translate everything into plain language and clear decisions — no jargon, no lectures. You bring the beauty expertise; we handle the numbers.
A relaxed, no-pressure discovery call. We learn about your business, answer your questions, and show you honestly how a fractional CFO could help — and what good would look like for you.
Tell us where your business is today. We will show you, honestly, how a fractional CFO would help — and what good would look like for you.