Fractional CFO Services
Discover 3 factors critical to your business' growth
There are 3 critical factors that can take your company down if you’re not monitoring them closely.
Click the button below to learn what they are and how to manage them.
Get clear about how to grow your business without the frustration of not knowing where to focus and the embarrassment of not knowing how to interpret your numbers.
Many entrepreneurs and small business owners are embarrassed that they don’t know how to read their financials and convert them into actionable decisions without the fear of making the wrong decisions. The Mindful CFO is the sage advisor who can give you the reassurance that you’re making the right decisions by helping you focus on what’s important.
Launch your company’s growth without expensive trial and error
Most entrepreneurs think they need infusions of cash from banks or investors to grow their company or get access to knowledgeable advisors. Hire professional staff! Have outside advisors run their company! Do what the folks on Shark Tank might tell them to do! But in the meantime (back to your reality), you’ve spoken with ten banks who all said ‘no’ and can’t get an investor to give you the time of day. You’re working long hours in your business, not quite sure if what you’re doing is working. You don’t know if you’re making the right decisions. You’re not sure about what you should focus on. You need to work less and achieve more. But how? The Mindful CFO is here for you.
Supercharge your cash flow, effortlessly
Our sage insights turn struggling, frustrated entrepreneurs into more confident leaders and decision-makers who can breathe new life into their companies. We specialize in mindfully understanding your goals for your business and turning that into easy-to-understand information that keeps you focused on the right stuff. The result? You spend less time frantically working in your business and more relaxed time working on the key features of your business that will move you closer to your desired results – just by having the right advisor show you the way.
Relax knowing you’re making better decisions from better insights
Things you can stop worrying about: feeling embarrassed that you don’t know how to read your own financial statements; being confused about what to do to move your business forward; wondering why the tactics that used to work don’t work any longer; stress from not knowing if you have enough in reserve for when disaster will inevitably strike; and worrying that all the time you’re spending on your business is eating into your closest relationships. Instead, enjoy knowing that your business is growing on your terms. You have a trusted advisor who is looking out for you and your business. You have time for the “life” part of the work/life balance. You can read your financials and understand what they’re telling you. Feel confident that you’re making the right decisions. Your cash flow is flowing, building the reserves you need for that rainy day.
You don’t have to be the “numbers person” you think
You won’t have to pour over spreadsheets with endless rows of numbers, glazing over and wishing the answer would just pop out. You won’t have to wonder if your bookkeeper is as smart as they say they are. You won’t have to wonder how to turn that sea of numbers into actionable decisions. All you have to do is put The Mindful CFO in motion and watch as the confusing financials that your bookkeeper generates are turned into simple-to-read dashboards that you can use to make smart decisions. Because who doesn’t want to watch their business grow without worrying about the books? Hire The Mindful CFO and let us do the heavy lifting for you.
Testimonials
Paige has provided valuable insight for our company. She has condensed our essential metrics into a clear and manageable dashboard that allows us to make better-informed decisions. Her guidance has allowed us to scale more rapidly and with much greater confidence. Our business is much stronger with Paige as our fractional CFO.
Paige was great! She helped to build my confidence in the direction I was heading.
When you’re looking for CFO support, it pays to have a leader who understands you, your goals, your numbers, and your team. Paige takes a holistic view of it all to help you move closer to your goals in a sustainable way. I highly recommend her!
Paige was very helpful. Clear and articulate when it came to our questions on mental health and health-tech. I recommend her highly.
With Paige’s wisdom, I’ll be sleeping better tonight and have an action plan to move forward with confidence.
We are a startup in the healthcare data space. Paige was incredibly helpful in giving us an insider’s view on challenges they face from a lack of shared data with other healthcare facilities as well as a practical view on how we can incentivize providers to work with us. She is also really interested in healthcare technology and supportive of startups, which is hard to find within healthcare!
Services
What I Can Do For You
As your business partner, I’ll work with you to understand your business, your goals, your challenges and your opportunities and use that knowledge to help you better understand where to focus and what all those numbers really say. With this knowledge, you’ll be more confident that the decisions you’re making are right for you and your business.
I’ll develop accurate, detailed forecasts and review them with you on a regular basis to help you better understand the impacts tomorrow of your decisions today.
resolve cash flow issues
Cash flow-related challenges are one of the biggest reasons companies fail. I will help you understand the source of these issues and develop plans to move past them. Then we will develop plans to ensure that when disaster strikes, it won’t take you down.
manage growth
Growth is good, but unsustainable growth can be a recipe for disaster. I can help you put the right systems in place to ensure your growth is healthy and sustainable. This includes strategies for cash flow management, supply chain management analysis, payment terms optimization, financial systems improvement, forecasting, and more.
forecasting
The most popular fractional CFO service, financial forecasting makes your goals actionable and attainable. I will create forecasts to help create a precise blueprint to help you get from where you are to where you want to be. Each forecast is designed specifically for your business.
prepare for a transaction
Are you preparing for a merger, acquisition, or exit? I will make sure things go smoothly while ensuring you get the best deal possible for your situation. If you’re not sure where you’re taking your business and want advice on your options, I can analyze opportunities, weigh risks and rewards, and help design a plan to support your mission and goals.
Don’t Settle For Less
What is a fractional CFO?
A fractional Chief Financial Officer is a financial expert who provides strategic advisory, forecasting & budgeting, systems optimization, capital-raising and M&A assistance, and other CFO services on a part-time or project basis. “Fractional” means the CFO works for a single client on a predetermined, limited basis – sometimes for as little as a couple hours a month – usually working with a small handful of clients at a time. This means the cost is significantly lower than that of a comparably-experienced in-house, full-time CFO.
A fractional CFO provides high-level financial strategy, systems analysis and design, and operational optimizations. They can also help a company resolve challenges such as cash flow issues, raising capital, solving tight margins, implementing more efficient systems, or preparing for growth.
Your Strategic Partner
Why do I need one?
A fractional CFO is an important member of your team who offers high-level financial strategy without the cost of a comparably-experienced in-house CFO. Fractional CFO services include solutions to help you overcome challenges, accelerate growth, prepare for transactions, increase shareholder value, and achieve goals.
Fractional CFOs are MUCH more than just bookkeepers or accountants. They have the expertise and industry experience to partner with you to move the needle in your business. Consider your fractional CFO to be an investment, not an expense.
- Improve Financial Stability & Growth
- Resolve Cash Flow Challenges
- Improve Reporting & Record Keeping
- Optimize Systems for Scalable Growth
- Provide Long- & Short-Term Forecasting
- Organize Historical Financials
- Create Long-Term Financial Strategy
Optimize Your Business Today!
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