Let's Start a
Conversation
Whether you're exploring fractional CFO services, preparing for an exit, or curious about our education programs — we'd love to hear from you. The first call is always complimentary.
Book a Strategy Call
Schedule a complimentary 30-minute call to discuss your business goals, financial position, and how we can help.
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Prefer to reach out directly? Email Julie with questions about CFO services, education programs, or general inquiries.
[email protected]Emails are typically answered within 1 business day.
Frequently Asked
How quickly can we get started?
After an initial discovery call, most engagements can begin within 1–2 weeks depending on scope and availability.
Do you work with businesses outside of Arizona?
Yes — we work with founder-led businesses across the country. Most engagements are conducted virtually with periodic in-person sessions as needed.
What size businesses do you typically work with?
We focus on founder-led businesses typically ranging from $1M to $50M in revenue — companies that have outgrown basic bookkeeping but aren't yet ready for a full-time CFO.
How are your services priced?
Pricing is customized to the scope and depth of each engagement. We offer project-based, retained advisory, and embedded integration models. Book a call to discuss what's right for your situation.
When will the education courses be available?
Our courses and workshops are coming soon. Email Julie or join the waitlist on the Education Hub page to be notified at launch.
The First Call Is
Always on Us
30 minutes. No obligation. Just a conversation about your business and where you want to take it.