Financial Clarity. Grounded Decisions.
Bookkeeping and Fractional CFO Services for Health & Wellness Small Businesses
The Grounded CFO was founded out of an understanding that you didn’t start your own practice to crunch numbers and reconcile bank accounts. I know that your passion for seeing people whole and healed is what drives you.
I am passionate about financial empowerment. It’s my desire for you to make grounded decisions for your business. Grounded decisions are choices made from a place of clarity, stability, and alignment with your core values and long-term goals — rather than from fear, confusion, or impulse.
Connecting my passion for numbers to your passion for people
Fractional CFO & Concierge Bookkeeping Services
That’s a lot of fancy words! But what does it all mean? You can find detailed descriptions of what is included in each service level by clicking the "Services” button below. Or if you’d like to chat directly to figure out which service level is right for you, click on “Let’s Connect!”
FAQs
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Tax preparation is not included in my services, however I will liaise with your tax accountant to provide a seamless experience at tax time.
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A Fractional CFO provides services at a fraction of the cost it would take to hire a W2 employee. Services range from cash flow oversight, to budget planning and forecasting, assistance with strategic decision making, and more.
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Some service levels will provide set up assistance and limited oversight for payroll services.
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I am always happy to review and clean up books as an additional service. This should never be a deterrent when looking at adding monthly services.
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I’ve worked with clients across many industries and I’m always happy to have a conversation! If you are in a different professional service area/solopreneur space, let’s chat!