Rebecca is a fractional CFO who specializes in optimizing finances for businesses, maximizing profits, and fostering growth.

HI THERE. I’M REBECCA KUSHNER

I believe in the power of the ripple effect. I help female practitioners and founders in the health and wellness space successfully operate and expand their businesses so they can positively impact as many women and families as possible. 

Together, we’ll review your business goals, dive into your pricing and capacity, create financial benchmarks and I’ll empower you to envision where growth can happen. 

Let’s build the profitable business of your dreams. 

Does this sound familiar?

You learned how to help your clients, but no one taught you how to run a business and manage your finances. 

  • You achieve amazing results for your clients, but numbers…eek. You don’t know how to measure the profitability of your business. 

  • Finding clients and growing your business happened organically, and now you’re ready to optimize and expand your services. 

  • You love your clients and want to help as many people as possible, but you feel like you’re burning out trying to maximize your 1:1 appointments AND manage your business.

  • You are dreaming up the next step in your business, but you haven’t gotten to it yet because of time, energy or money. 

  • You have a bookkeeper or tax advisor who reviews your financials, but you don’t know what “good” means beyond how you view your salary and if you can pay your bills.

You don’t have to do it alone

You invested in higher education and additional credentials to become an expert in your scope of practice.  You’ve spent hours studying and in clinical practice to hone your skills. 

But finance fundamentals were not included in the curriculum. No one taught you how to use a spreadsheet, how to read a set of financial statements or even how to price your services. You know how to measure your clients’ improvements, but you don’t know how to measure the success of your business. 

Luckily, you don’t have to become a financial expert, and you don’t have to do it alone.

Here’s the thing, it’s not your fault.

MEET YOUR CFO

Your health is your wealth.

With 10+ years of working in corporate accounting and finance roles, and a passion for health and wellness, I am committed to furthering the reach of female founders and practitioners. I’m going to help you improve your business’ financial health and longevity as you care for your clients’ physical, mental and emotional well-being. 

Unlike most finance professionals, I’m not solely focused on the numbers. While I make recommendations based on facts and data, I incorporate the human element in decision making. Your intuition, your creative ideas and what feels manageable for you.

Hi, I’m Rebecca!

I’m a CPA, certified Health Coach and mama. I’m your numbers girl and I excel at mental math and strategic planning. I’m going to ask a lot of questions to get to know you. I want to understand your why and get to the root of where you’re at. I will empower you to know your numbers and help you build your dream business in a way that works for you.

CFO

Financial Partner

Business Coach

·Optimize

Structure

·Balance

CFO Financial Partner Business Coach ·Optimize Structure ·Balance

Profitability

·Transparency

Progressive

Honest·

Trusted

·Loyal

Profitability ·Transparency Progressive Honest· Trusted ·Loyal

Here is a list of questions I typically cover with clients

How do I increase my income so I can make more money without working more hours? 

  • How do I see which of my services or products are most profitable?

  • I have so many ideas on how to grow my business. What should I do next?

  • How do I estimate revenue projections for my new offering?

  • Can I afford to spend this much on payroll, rent or marketing? 

  • What would it look like if I hired a new employee or contractor? 

  • Where should I look to identify cost savings? 

HI THERE. I’M REBECCA KUSHNER

We cover the tough issues, and I get it.

It’s tough to spend your day with clients and then make time to prioritize how to grow your business. 

It’s tough to worry about how you’re going to fund payroll, pay your rent or pay off your credit card bill. 

It’s tough to predict the next cash flow catastrophe - whether it’s a leak in your office on a rainy day, snowstorm cancellations, you or one of your team members has to unexpectedly take time off, you have to move your office because your landlord has significantly increased your rent or is selling the property. 

Luckily, you don’t have to become a financial expert, and you don’t have to do it alone. I can help you.

  • Review your financial results and evaluate opportunities to increase your profitability

  • Create financial scenarios to evaluate profitability of a new service, product or business expansion opportunity

  • Create a prioritization framework so you can focus your time and energy on where you’ll make the most money

  • Provide financial benchmarks on your profitability and expenses

  • Help you identify cost savings opportunities

SERVICES

Let’s build the profitable business of your dreams

Business Foundations

You recently started your own business or you’re growing, but don’t have a handle on where your money is going. You are looking for your business bestie who can help you understand your business’ financial health, and set achievable goals based on your ideal lifestyle. Together, we’ll create a personalized financial strategy that will help you earn more money and get the business results you want.

    • 2-hour strategy session

    • 1-hour monthly calls (3 month minimum)

    • Email support in between

Fractional CFO Support

Your business is growing, and fast. You’re ready to commit to a strategic partner to support your financial decision making. You’re ready for more structure to optimize your operations and prioritize how you’re investing your time, energy and money. Your bookkeeper has provided you with accurate and timely financials and you’re ready to feel empowered about how to measure your success as you continue building your dream business.

    • Customized scope of work

Financial Advisory

You’re looking to launch a new service or product or expand your brick and mortar business, and you want to ensure you have a solid foundation on which to grow. You want help forecasting if this endeavor will be profitable, and how long it will take. You could use support on completing your business plan, including pricing strategy and capacity considerations.

    • Customized ongoing support, including Business Foundations and Financial Advisory (3 month minimum)

Here’s how it works

  • We’ll set a date for our kickoff Business Foundations session. You’ll share your current financials with me, I’ll perform a financial review and share an interactive workbook prior to our session.

  • Together, we’ll review opportunities to increase your profitability by exploring your pricing, evaluating your schedule, and reviewing your current cost structure and cash flow.

  • You’ll walk away with specific, measurable goals and a roadmap to get from where you are today to where you want to be.

  • We’ll agree on an ongoing meeting cadence to hold you accountable and continue to help you achieve your financial goals.

  • "Working with Rebecca has been helpful on so many unexpected levels. As practitioners, our focus has always been on supporting our clients and patients. Rebecca has helped us truly understand our finances and strategize ways to take our business to the next level, while making sure the heart and soul of our business remains steady. Rebecca not only has a gift for crunching numbers and projecting costs and income, but she also has us use our own intuition and makes sure we feel heard — it's one of many reasons we call her our business therapist! We couldn't recommend Rebecca more and look forward to celebrating our business growth with her by our side."

    – Sarah & Carolyn, Indigo Wellness Group

  • "Rebecca has helped me understand how I can grow my business to be more profitable, in a way that makes sense for me. I stepped into this space with Rebecca not understanding what I was doing wrong and why I was having trouble seeing growth in my business. She has empowered me so much to understand where growth can happen and how to make manageable but mighty changes. Not only is she excellent at what she does, she extremely personable and lovely to work with. I look forward to continued work with Rebecca!.”

    – Maddie, Essere Mental Wellness

  • Working with Rebecca has been incredible. As a physician, my focus has always been on my patients and patient care. I've never felt comfortable with the business end. However, as I've been making a major transition with my practice, I knew I needed support with the financial aspect of my business. Rebecca has been extraordinary. She is whip smart and insightful. She is detail oriented, but presents information in a way that I can understand. She meets me at my level, yet ensures we're taking the business to the next level. I feel incredibly lucky to have her at my side as we continue to expand. I simply can't recommend her more highly.

    Dr. Erika Klemperer, WELL Dermatology

FAQ

Top Questions

  • A fractional CFO is a financial expert who works with multiple organizations on a part-time basis. In this role, I will help you create a financial roadmap and tools that guide strategic decision-making. My specialty is working with female founders and practitioners who focus on womens’ and family health. We will benchmark your financial health, and create specific, measurable goals to profitably grow your business. By understanding your vision coupled with your pricing, capacity and current cost structure, I will help you continue to build your dream business so you can positively impact as many women and families as possible.

  • Whether you’re just starting your own business or you’re experiencing quick, organic growth, you can benefit from working with a fractional CFO to ensure you’re building on a solid financial foundation.

    I created my Business Foundations program to empower you to understand your financial health, and create a roadmap and prioritization framework to focus on profitable growth. We put the fun in the finance fundamentals and customize a plan based on your specific needs. This offer is perfect if you have a solo practice and you’re primarily offering 1x1 services.

    Once you’re selling multiple services and products, have hired team members or have a plan to pass the 7 figure mark, I definitely recommend investing in a fractional CFO. You want to keep the momentum without wasting time, energy and money, or simply burning out.

  • Not at this time, but I am happy to connect with your bookkeeper and tax advisor.

ARTICLES FOR FINANCIAL EDUCATION

Financial Wellness

CONNECT WITH ME

Let’s build the profitable business of your dreams.