SERVICES

Envision your business growth and longevity

As a fractional CFO, I help founders in women’s and family health optimize their finances to boost profit and fuel growth. By aligning your vision with your pricing, capacity, and cost structure, I assess your financial health and map out a clear path forward.

Together, we’ll set measurable goals to grow your business and expand your impact.

SERVICES

Let’s build the profitable business of your dreams

Services for Practitioners/Coaches/Service providers
Financial Strategy

I currently offer a $1,500 Financial Foundations + Clarity package, which includes:

  • Analysis of your current financial performance and metrics to identify opportunities for increased profitability.

  • Personalized coaching over two months to create a financial roadmap aligned with your business goals.

  • Between sessions for quick questions and insights.

From there, we can determine a monthly or quarterly follow-up plan to track progress and adjust as needed.

Additional sessions can be added for $250 each, and any financial projection or tool creation will be scoped at that rate.

Bookkeeping
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I currently offer a $1,500 “Financial Foundations + Clarity” package, which includes:

  • Via Quickbooks. One-time setup starts at $500 (based on business complexity and clean up needs) + monthly fee starts at $300 (based on monthly transaction volume).

  • Quarterly review of your spreadsheets or QuickBooks for $400/quarter.

  • Sign up to hear more about The Financial Clarity Dashboard, a simple financial tracking system I’m designing for practitioners, coaches and service providers. It will include templates for revenue, expenses and budgeting - acting as both a personal bookkeeping system and financial strategist for your business.

    Stay tuned for more downloadable/video resources like this in the future.

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Monthly Office Hours & Workshops
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Workshops where solo practitioners ask financial questions & webinars to cover topics like pricing, client volume + retention, & expenses

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

  • In the meantime, I created two free resources to help your business:

    Profitable Growth 101 mini-masterclass and weekly newsletter.

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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.

Imagine achieving financial results with ease

Increase your profit

Strategic pricing, cash flow and cost savings initiatives

Clear success metrics

Create specific, measurable goals and sales projections

Optimize your offerings

Identify your most profitable services, products and schedule

CLIENT SERVICE

I am helping my clients successfully operate and expand their businesses so they can positively impact as many women and families as possible.

  • "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

CONNECT WITH ME

Let’s build the profitable business of your dreams.