Numbers Are Just the Start
With CFO support, you get more than reports—you get answers.
Here’s what I help you track, understand, and plan:
- ✔️ Cash Flow Clarity
- ✔️ Forecasting and Planning
- ✔️ Profitability Insights
- ✔️ Financial Strategy
It’s not about drowning in data. It’s about focusing on what matters most.
Fractional CFO Services
You don’t need to hire a full-time CFO to get high-level guidance.
Here’s what I bring to the table:
- ✔️ Flexible Advisory Packages
- ✔️ Custom Financial Roadmaps
- ✔️ Collaborative Approach
This is your business. I simply help you lead it with confidence.
See the Whole Picture—And Know Your Next Step
You’ve built something great. Now it’s time to sharpen your strategy.
Let’s work together to create a clear financial plan that keeps you focused, prepared, and ready for whatever comes next.
“I was overwhelmed by receipts and overdue bills, ready to give up on my dream business. Jamie created a plan, cleaned up my finances, and taught me QuickBooks so I could confidently run reports and projections. Thanks to her expertise, I now focus on growing my business—she’s a true partner and the backbone of it. ”
“Jamie has provided the background and resources needed for my small business. Her expertise and knowledge packaged with a pleasant and professional attitude was refreshing in our business world today.”
“Jamie's knowledge in bookkeeping is unbeatable. She uses QuickBooks Online, Desktop and Payroll expertise to make businesses more profitable and budget-friendly. I would trust her completely with my books. ”
Take The Next Step
So what’s next? If you’re ready to move forward, your next step is to schedule a free consultation video call. We get to know each other, find out what your business needs, and see if we’re a good fit.
If we decide to move forward, then the next step is a deep-dive diagnostic of your accounting system. You'll receive a C.L.E.A.R. Check that rates the health of your financial systems—think when you go see the dentist, they don’t just fix things without taking x-rays. It's a clear snapshot of where things stand. From there, I’ll create a proposal that outlines what needs to be done, who will do the work, the projected cost, and an estimated timeline. When you approve the proposal, then we’ll get to work.
To get the ball rolling, all you need to do is click the button below to schedule the call and we’ll take it from there.