Driving confident financial decision-making.
Your business is already successful...
You generate multi-six-figures, or even seven-figures, in annual revenue, have more leads and work coming in than you can handle, and you have a strong operations foundation for your business.
But you just can’t seem to increase your profit and are constantly questioning what decision to make that will have the biggest impact…
You are ready to finally increase your profit, but your old solutions and strategies are just not cutting it. You’ve tried analyzing and interpreting your financial data, but you just are not confident in executing decisions.
You know it’s time for a change, and you’re ready for an expert to guide you through the process.
Imagine what you could accomplish if...
You understood what your financial data was telling you
You used your financial information to make confident decisions (and pay yourself more!)
Your pricing strategy aligned with your business goals
You knew where to focus sales attention to make significant increases to profit
you could stay in your lane as ceo and focus on the big picture instead of drowning in data analysis
your cash management strategy was optimized to allow for continual investment in business growth
you had someone who could guide your strategic planning instead of doing it alone.
As your Fractional CFO and Profit Strategist, I work with you to analyze and understand your financial and business data so we can strategically grow your business while focusing on profit growth — providing you the opportunity to step into a visionary role, steering the company toward sustainable growth and success.
Hi, I'm Dee!
A stereotypical type A, with a big heart and nurturing spirit.
Guiding others toward big goals with practical plans and easy-to-implement strategies brings me so much excitement. With an MBA and CPA background, I am just as comfortable crunching numbers as I am crafting strategic initiatives that propel and drive sustainable growth.
I can trust that when Dee takes over a project, I can cross it off my to-do list!!
Dee is detail-oriented, capable, flexible and kind. She has tackled every project in stride and supports me in exceeding my client’s expectations. What I appreciate most about Dee is that I don’t have to be looking over her shoulder or ensuring that what should be getting done is done, she is reliable and I can trust that when she takes over a project, I can cross it off my to-do list!
– Janelle Lara, The Part-Time CEO ®
work with me
Fractional CFO
Analyzing your monthly business data to strategically determine the most impactful next step.
Quarterly Analysis
Analyzing your financial and business data to develop a strategic plan to implement for the next quarter.
Intensives
Need to get started ASAP? Utilize my VIP day services to develop a full, data-driven plan outlined and designed for your internal team to utilize.
