Meet
Julie McCollum
Fractional CFO. Strategic Advisor. Founder of B Golden Series.
With over two decades at the intersection of operating leadership and strategic consulting, Julie brings a rare dual perspective to every engagement — the hands-on execution of a seasoned CFO and the strategic clarity of an experienced advisor.
"Beyond the Numbers"
Julie McCollum — Founder & CFO
The "12+ + 12+"
Differentiator
Most financial advisors have either operated inside a business or consulted from the outside. Julie has done both — for over a decade each. That dual experience is the foundation of everything B Golden Series does.
As an operating CFO, Julie built financial systems, led teams, managed banking relationships, and sat at the table for every major strategic decision. As a consultant, she has worked across industries, helping businesses clean up their financials, find hidden EBITDA, and position themselves for acquisition.
B Golden Series was founded on a simple belief: founder-led businesses deserve CFO-caliber financial leadership — and the knowledge to understand their own numbers. That's what "Beyond the Numbers" means.
12+ years as an operating CFO across multiple industries
12+ years as a financial consultant and strategic advisor
Deep expertise in M&A, due diligence, and exit preparation
Specialist in founder-led and PE-backed business environments
Track record of EBITDA improvement and valuation enhancement
Experience building and leading finance teams from the ground up
Where We Add the Most Value
Growth-to-Exit Strategy
Guiding founder-led businesses through the full financial journey — from growth infrastructure to exit-ready positioning.
Financial Systems & Reporting
Building AI-enabled reporting, dashboards, and clean financial systems that give owners clarity and buyers confidence.
EBITDA Optimization
Identifying and capturing hidden value in the business — normalizing earnings and unlocking operational leverage.
Investor & Board Relations
Preparing investor-ready packages, managing board reporting, and navigating due diligence with confidence.
Ready to Go
Beyond the Numbers?
Whether you need fractional CFO services, exit preparation, or financial education — let's start with a conversation.