SERVICES

Envision your business growth and longevity

You’re building more than a business. You’re transforming the health of women and families. Yet you’re stuck in the day-to-day: back-to-back client sessions, marketing tasks, and admin work unsure if your growth is sustainable or how much you can afford to reinvest. Revenue may be growing, but it’s not clear where the money is going or how to keep more of it.

That’s where I come in. As your Fractional CFO, I’ll help you optimize your pricing, capacity and cost structure so you can increase profit, expand your impact and grow with clarity and confidence.

SERVICES

Imagine achieving financial results with ease

Fractional CFO
For Early Stage Startups (Pre-Seed & Seed) & Private Practices

CFO-level strategy without the full-time price tag.

You don’t need to wait for a certain revenue milestone to get strategic about your numbers. Whether you’re prepping for a launch, expanding your team, figuring out what’s actually profitable or pursuing funding, now is the time to bring on a financial partner who can help you make confident, informed decisions and avoid costly missteps as you grow.

  • A deep dive into your current financials and key metrics to uncover what's working, what’s not, and where you can improve profitability with more ease and clarity.

  • Define the key numbers that actually matter in your business (your KPIs), so you can track progress, stay focused and make data-driven decisions.

  • Develop and maintain budgets, sales forecasts and financial tools to support cash flow management and drive profitable growth.

Customized ongoing support, up to 20 hours per month.

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Financial Strategy
For Practitioners, Coaches & Service Providers

Financial Foundations & Clarity is a 3-month program designed to help you clearly understand your numbers, maximize your time and energy, price your services for profit, optimize spending for ROI and build a sustainable, values-aligned business.

  • The first step in your Financial Foundations + Clarity journey: I’ll review how your business is earning, spending and growing so we can identify immediate opportunities to increase profit, reduce financial stress and set clear, sustainable growth goals.

  • Personalized coaching over a 3-month period to create a financial roadmap that maps where you are today to where you want your business to grow.

  • Ongoing guidance between sessions for quick questions and accountability.

Additional sessions and creation of financial tools can be incorporated.

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Bookkeeping
Available for clients

Custom bookkeeping support, whether you’re ready to outsource or prefer to stay hands-on with expert guidance.

  • Full-service bookkeeping via QuickBooks. One-time setup and recurring monthly fee based on business complexity, clean-up needs, and transaction volume.

  • Quarterly review of your spreadsheets or QuickBooks—ideal if you want expert oversight without fully outsourcing.

  • Purchase here

    A simple, structured template to track your revenue, expenses, profit, and cash flow all in one place. Designed for practitioners and service providers, this dashboard includes step-by-step video guidance to help you organize your finances, reduce financial stress or avoidance, make confident decisions, and grow a more profitable business.

Choose the level of support that fits your needs and feel confident in your financials year-round.

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Monthly Office Hours & Workshops
Coming Soon

Monthly office hours for Q&A and live workshops covering pricing, client volume, retention strategy and expense optimization.

  • In this 15-minute class, you will learn 3 simple formulas you can immediately apply to drive profitablegrowth in your business.

  • If you're interested in receiving actionable financial insights and resources, click here to subscribe to my newsletter

  • View here.

Share your feedback via email or social— I’d love to know what resources would support you most.

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Ready to get started? Book a Financial Strategy Session

A 60-minute deep dive into your financials to identify key profit drivers and provide expert, actionable guidance so you can grow with clarity and confidence.

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Here’s how it works

  • We’ll set a date for our kickoff meeting. You’ll share your current financials with me, I’ll perform a financial review and share feedback prior to our session.

  • Together, we’ll review opportunities to increase your profitability by evaluating your pricing, client volume and capacity, 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.

  • "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

  • "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 help 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

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Let’s build the profitable business of your dreams.

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