Tailored CFO Solutions
We specialize in providing fractional CFO services
designed for early stage, high growth businesses.
We offer strategic financial leadership and management, covering everything from financial planning and analysis to budgeting, forecasting, and cash flow management. Whether you're looking to raise capital, streamline operations, or boost profitability, our dedicated CFO services are designed to support your journey to sustainable growth and success.
Fractional CFO Services
Leverage senior financial expertise without the commitment of a full-time CFO. We offer support to manage your financial operations and drive growth initiatives.
Cash Flow Optimization
Enhance your financial stability with a detailed 13-week rolling cash forecast. Choose from hands-on training for your finance team or let us manage and maintain the forecast for you.
Special Projects
We support strategic initiatives such as mergers, acquisitions, and fundraising, develop custom financial models, and offer tactical go-to-market (GTM) guidance. We also evaluate and refine processes for improved efficiency.
Meet
Heather.
Heather is a highly accomplished Senior Finance Executive with over 20 years of financial leadership experience, specializing in SaaS, FinTech, and Professional Services companies ranging from $3M to $250M+.
She has a proven track record in technical and operational accounting, focusing on strategic planning, P&L management, and optimizing cash flow. Heather has successfully managed multiple buy-side and sell-side M&A transactions, overseeing all stages from due diligence to integration, and established best practices for new accounting departments.
With extensive experience in fundraising, she has developed creative debt and equity solutions that are customized to benefit business owners across various funding sources and investor groups.
Heather is known for her strong analytical skills, project management expertise, and dedication to achieving business objectives. As an ex-Big 4 professional and licensed CPA, she brings a comprehensive understanding of financial regulations and compliance to her work.
She strongly believes in giving back to the community, reflected in her six years of service on the board of directors for the Girls Empowerment Network, where she held positions from Treasurer to President.
24+
Years of experience
50+
Companies served
6
M&A transactions
100%
Client satisfaction
Get in touch
Let's elevate your business.
Reach out to explore how we can support your business growth objectives.