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The Full Story

After working years in the corporate world including being a Director of Finance, I decided to launch my own practice and help small business owners to organize, understand their finances and guide them to be more profitable. This will allow them to spend time where they are needed the most:  running their business with their customers and employees!

Sandstone

Mission

Our mission is to empower small and medium business owners by providing CFO services that drive growth, maximize profitability, and enhance the overall value of their businesses. We aim to become trusted advisors and partners to our clients, delivering actionable insights and financial strategies that positively impact their lives and their businesses.

Sandstone

Vision

Our vision is to be the leading provider of fractional CFO services, recognized for our integrity, care, and commitment to helping small and medium business owners achieve their goals. We aspire to create long-term partnerships with our clients, built on a foundation of trust, transparency, and excellence.

Antelope Canyon

Our values

Impact: We believe in making a meaningful difference in the lives of our clients by helping them achieve their business objectives and personal goals.

 

Integrity: We hold ourselves to the highest ethical standards and act with honesty, transparency, and accountability in all our interactions.

 

Care: We are dedicated to provide exceptional service and support to our clients, taking the time to understand their unique needs and challenges.

 

Growth: We are committed to helping our clients grow and achieve their full potential by providing strategic financial guidance and expertise.

 

Profitability: We believe that financial success is essential to creating sustainable businesses and improving the lives of business owners and their families. We are committed to helping our clients achieve profitability through sound financial strategies and educated decisions.

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