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Fractional Services
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Fractional CFO/COO

Fractional CFO/COO

Our Fractional CFO and COO services are designed to help you create a business that operates with calm, clarity, and purpose. We work alongside your team to provide hands-on support, ensuring that both your finances and operations are aligned with your vision for a smoother, more intentional business.

Whether you’re feeling overwhelmed by the daily grind or looking to bring more balance and order to your company, we’re here to help you engineer a business that runs calmly and efficiently.

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WHAT'S INCLUDED

  • Comprehensive financial health assessment
  • Financial data quality review
  • Annual financial planning (cash flow, sales benchmarks, etc.)
  • Issue-specific action plan
  • Two weeks of post-intensive async implementation support

What’s Included

  • Seamless Integration: We work as part of your team, helping to ensure that every decision, from financial strategies to daily operations, aligns with your goal of creating a calmer business.
  • Hands-On Guidance: We’re involved in both the big picture and the details, helping you streamline processes, manage finances, and make decisions that reduce stress and increase clarity.
  • Flexible Support: As your business evolves, our services adapt to keep you moving toward your goals without added pressure or chaos.
  • Tailored Approach: We focus on what makes your business unique, providing support that’s specifically designed to help you build a business that works for you—not the other way around.

With our Fractional CFO/COO services, you’ll have the support of experienced professionals who are committed to helping you build a business that’s not just profitable, but peaceful. We help you eliminate the stress and chaos, so you can focus on what truly matters—whether that’s growing your business, spending more time with your family, or simply enjoying the work you do.

Fractional Service Packages are customized to your business, and start at $5000/mo

Fractional CFO/COO

Start at $5,000/mo

Start with an Intensive
Not ready to dive in just yet? Let’s chat to see if this service is right for you.
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Get More Help with Our Bookkeeping Add-On

This service can be seamlessly added to any of our ongoing support plans, such as Strategic Advisory or Fractional CFO/COO services.

Add-On: Bookkeeping that you can rely on

Our Bookkeeping Add-On is designed to ensure that your financial data is always accurate and up-to-date.

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"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers."
Pia Silva
No BS Business / Worstofall Design
"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me.
Thank you thank you!"
Tamara Kemper
The Process Mavens
"I love how Susan just casually throws out an incredibly magical and efficient all-around perfect solution like it's nothin'"
Rachel Jordan
Teach FX
"Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."
margo Aaron
That Seems Important / Brainstorm Road
"Now I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun. Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."
Hillary Weiss
Creative Director
"Susan offers data and solutions up the way they should be - so black and white, just really clean information, straight to the point, it's not candy-coated."
Chris Strompolos
Fanology Social

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