Hire Penny as the CFO for your small business

Your business is thriving. You have a bookkeeper.

Why are you still on a roller coaster?

If you run a small-to-midsize business, it’s common to feel stuck  — caught in-between hiring a full-time, experienced chief financial officer (CFO) to run the show, and the D.I.Y piecemeal solution you’ve outgrown…

Bring me aboard as your virtual CFO.

I specialize in financial analysis and strategic planning that stabilizes and streamlines the inner workings of your businesses finances . You’re then free to do what you do best — make the big decisions and run your business as only you can.

What do I take care of as your CFO?

  • Tracking cash flow 
  • Financial planning
  • Analyzing your company’s financial strengths and weaknesses 
  • Providing strategic recommendations —  so you can make the right decisions
  • Financial forecasting and budgets
  • Financial report preparation
  • Tracking your PPP funds (and other loans)
  • Support your accounting and administrative staff
  • Providing advice on long-term business and financial planning  —  so you have all the must-have financial information at your fingertips as you make big moves in your business

With me as CFO, you’ll feel empowered to:

  • Confidently price your projects
  • Fully understand every financial statement
  • Make informed decisions to help your business grow, today and in the future
  • And much more…

Choose the level of support you need

Controller Level

Starts at $850/mo

  • Monthly Books review
  • Quarterly Financials
  • Accounting Oversight and Support
  • Assistance with Complex Transactions
  • Year End Assistance for Tax Prep Ready Books
  • VIP scheduling access

Fractional CFO Partnership

Starts at $2500/mo

  • Unlimited Concierge Support
  • Monthly Books Review
  • Monthly Customized Financial Reports
  • Strategy and Planning Meetings
  • Budget and Cash Flow Planning and Reporting
  • Lender and Bond Report Preparation
  • Year End Tax Return Ready books
  • Customized for your needs
  • VIP scheduling Access

Want to talk more about how your business can benefit
with me onboard as your CFO?

Let’s chat about what our collaboration could look like and which level of support is right for you and your business!