Clarify your organization's financial picture, confidentially pursue your goals.

HI THERE. I’M BRANDI.

Do you want stronger in-house financial planning & strategy functions? I support business owners, as well as nonprofits, to get them there.

Is your organization for a fractional Finance Director?

You have a bookkeeper and/or an accountant to take care of accounting entries, accounts receivable and payable, filing taxes, and generating the financial statements required by the tax man.

But, despite all that help, you still struggle with forward-looking financial planning, and therefore you and your team struggle to make confident and timely strategic decisions. 

You'd love someone with an expertise in financial planning and analysis - and someone who understands your organization - to ride shotgun and be an informed sounding board for the organization's strategic direction. 

But hiring a full time Finance Director isn't in the cards at the moment. 

Sound familiar? 

I can help if: 

  • You and your team are spending too much time on spreadsheets and DIY financial analysis - and not enough time leading teams, growing business relationships, and developing a strategy for the future.

  • You’re a business owner that realizes you're ready to develop an exit strategy, but don't know where to start.

  • Your nonprofit has scaled rapidly, and the existing financial planning & analysis processes, team, and reports no longer serve your organization's needs. 

  • You are a business owner who dreams of growth, but needs to know that your expansion ideas could give you a worthwhile ROI - on your money and your time. 

  • Having a full picture of your organization's financials will alleviate stress and fear, getting you out of a scarcity mindset and into a position of proactive, strategic planning. 

How do we work together?

Engagements are part-time, and typically between 6-12 months, though some project-specific engagements may be shorter. 

Prior to working together, we will get on an introductory call, where we align on top priorities, and your budget. 

As your organization’s fractional Finance Director, I'll take the reins to identify, create and roll out the financial tools, reports, and learning needed by your organization. You'll get back to doing what you do best. 

Together, we'll take your business to the next level. 

Testimonials

  • “Recent events in my family life led me to consider whether it was time to transition away from the storefront business I had owned for 20+ years. I wanted to understand what was involved in selling my business, however, I didn't know where to start.

    Brandi educated me on different valuation methods that could be used on a business like mine, and conducted a valuation of my business, so that I could understand what price range I might expect from its sale. She also walked me through an assessment of prospective buyer types, as well as the steps - and costs - associated with selling a business.

    Perhaps most importantly, she drew a straight line through the process from beginning to end to see what the journey would entail.

    I feel I now have the answers I need to make an informed decision. Her services were invaluable”.

    - Wellness business owner