Grow it. Scale it.
Sell it, on your terms.
CERTIFIED CFO ADVISOR
I help 6- and 7-figure business owners build predictable cash flow, stop money leaks, and make profit an intentional habit… not a happy accident. So whether you keep it or sell it, your business is worth more.
Which stage are you in?
Three stages. One goal: a business worth more.
Every stage increases what your business is worth, whether you sell or not. Start where you are.
Stage 01
Grow it.
For owners with revenue coming in, but profit and cash that still feel unpredictable.
Make profit a habit, not an accident.
- Know your numbers every month
- Predictable cash flow
- Find and plug money leaks
Start with
4-Hour Intensive Financial Analysis
Stage 02
Scale it.
For owners whose business works, but still runs through them.
Build a business that runs without you.
- Forecasts you can make decisions with
- Healthier margins as you grow
- Less owner dependence, more freedom
Ongoing support
Monthly CFO Advisory
Stage 03
Sell it.
For owners thinking about selling in the next one to five years.
Become the business buyers want.
- Know what drives your value
- Buyer-ready financials and story
- Work alongside your deal team
Engagement
Exit-Readiness Review
Not sure which stage you're in? Find out if your business is financially fit. It's a free 2-minute quiz with instant results. Take the quiz →
The shift
Revenue is the start.
Value is the goal.
Running a business
Building a business worth owning
Numbers reviewed at tax time
Numbers reviewed monthly, used to decide
Cash surprises
Predictable cash flow
Profit is whatever's left
Profit is planned first
Everything runs through you
The business runs without you
Worth is a guess
Worth is known, and growing
How it works
From first call to a business worth more.
- 01
Right fit call
We have a conversation to talk through where you are, where you want to go, and whether we're a fit.
- 02
Complimentary financial assessment
For owners who qualify, I review what your numbers are saying so we both know where I can add real value.
- 03
Onboarding & kickoff call
We set your:
- Clear targets
- Focused goals
- Observable results
- 04
Customized scoreboard
A simple scoreboard built around your goals, so you can see at a glance how your business is trending.
- 05
Monthly CFO partnership
We meet every month, track progress, and adjust, so your value keeps climbing.
Hi, I’m Natasha,
Founder & CFO Advisor
CFO isn’t simply a title; it’s a function. It’s the art of transforming your business activity into numbers you can depend on.
For more than 15 years I've led accounting and finance for growing companies, including multi-million-dollar client portfolios. Now I bring that same CFO-level thinking to owners who are ready to grow, scale, or sell, on their own terms.
15+
Years in Finance
and Accounting
1,000+
Owners Served
Certified
CFO™, The CFO Project
In their words
Owners who know their numbers now.
Natasha explained my finances in a way my creative brain could finally understand, like why my revenue was growing faster than my bank balance. She helped me tell what’s for now from what’s for later, got intentional with my spending, and narrowed my focus to the revenue streams that really move the needle. The result: a 25% increase in revenue, more of it staying in my pocket, and a business that runs like a machine instead of a juggling act. Natasha didn’t shrink my vision. She gave it a plan!
Working with Natasha was a turning point for our business. Beyond the numbers, a big part is our own mental blocks about what is possible and not possible. She showed us with numbers how to dream bigger and worked with us on figuring out how to get there. We can’t thank her enough for coming in when she did and love her personable energy and dynamism!
Natasha has kept my finances on target for five years, since the early days of building my tax practice, and I couldn’t be happier. She’s helped me understand cash flow, forecasting, and how to grow my practice profitably, not just busily. She has a gift for finding opportunities in the numbers that I would never have seen on my own. What really sets her apart is how she makes finance approachable. She’s never stuffy or intimidating. She explains things clearly, answers every question, and somehow makes our spreadsheet conversations fun. I trust her so much that I refer my own tax clients to her for CFO advisory services.
Working with Natasha has been an incredible experience! She has been an amazing resource, business mentor, and financial guide for our business. Natasha shed light on many things we needed to look at and helped us to map out and reach our goals for this year. We’re so excited to continue to grow and evolve with Natasha by our side!
Natasha is an amazing trainer and transformational coach! She is able to train you in a way that you retain the information and apply it quickly. She can teach processes to those of all backgrounds because of her ability to adapt to individuals’ learning styles. She is a great support system in your development.
Natasha is a joy to work with, but she's firm about making sure you understand you have goals to meet, and the only one standing between you and your goals is yourself. It was tough for me to change how I charge for my business until I sat down with Natasha and we went over the numbers, broke down my cost per unit, and started paying myself first. With this new perspective, I've increased my revenue by 30% and adopted new practices that have increased my profit and kept me in business another year. We'll continue working together, and I look forward to her helping me transform the way I understand my numbers.
Before you book.
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Your bookkeeper records what happened, your accountant keeps your books accurate, and your tax CPA keeps you compliant. A CFO looks ahead. I turn your numbers into a plan for cash flow, pricing, profit and growth, and I work alongside your team. For qualified companies, I also offer bookkeeping, so your books and your strategy stay in sync.
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You get CFO-level guidance without the cost of a full-time executive. We meet monthly, track your scoreboard, and decide your next moves together. As a Certified CFO™ through The CFO Project, I use a proven framework, not guesswork.
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Usually when revenue is growing but cash still feels tight, margins are slipping, you're unsure how to price, or you're making big decisions without clear numbers. It's also time when you're starting to think about what your business is worth.
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Yes. Most owners don't know yet. The work that makes a business easier to sell also makes it more profitable to keep, so no step is wasted.
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Ideally 1–5 years before a sale. Buyers want to see consistent, clean financials, and the improvements that raise your value take time to show up in your numbers. The earlier you start, the more value you can build.
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Qualified businesses receive a complimentary financial assessment, a deep dive into your numbers so I can see where I can add value. After the assessment, we'll hop on a call to review your numbers and confirm we're the right fit. Once we're both sure, I'll provide your customized quote, and we'll start you down the path to consistent, predictable cash flow. Services are paid in advance at booking, so our time goes to your business, not invoices.
Ready to build a business
worth more?
Book a right fit call. We'll find your stage and your next best move.
Book a right fit call