LEAD WITH CLARITY AND STEWARD WITH CONFIDENCE
Grace-Filled Fractional CFO Services for CEO Moms
With an always-in-your-corner financial partner proactively managing your business finances, you can finally stay focused on your mission and build a sustainable enterprise that honors your faith, your family, and your greater purpose.
SCALING CEO MOMS
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ONLINE BUSINESS OWNERS
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BRICK-AND-MORTAR BRANDS
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SERVICE PROVIDERS
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PRODUCT-BASED BUSINESSES
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SCALING CEO MOMS / ONLINE BUSINESS OWNERS / BRICK-AND-MORTAR BRANDS / SERVICE PROVIDERS / PRODUCT-BASED BUSINESSES /
You’ve got the vision. You’re all in. You’re seeing success… But you’re still filled with doubt.
Not about your business — no, you know this is what you are called to do.
But the doubt creeps in when you try to make decisions for your business’s future.
“What should I do next?”
“What’s the *right* investment?”
“How can we get to where we’re going faster?”
Maybe you find yourself hesitating to say “yes” to opportunities you know would help you grow. Maybe you feel stuck in a cycle of unexpected expenses and fingers-crossed investments. Maybe you’re seeing slower months than your dream has space for.
You know the answer is probably somewhere in your finances, but… Cash flow? Profit and Loss? Budgets? Actuals? Forecasting? (Help…?!)
You don’t have time to spend your days focused on that. And maybe, if you’re honest with yourself…
You don’t want to.
You’d rather think big picture. Develop a new offer (or two!). Serve your people. Snuggle your babies.
And you know what? We want that for you, too.
You know where you want to go — and our Fractional CFO Services give you the roadmap to getting there.
When you partner with the Goodness Gracious team for strategic financial management, we keep track of every dollar, every report, and every data point, so you always know what’s working, what’s not, and what to do next.
WHAT’S INCLUDED IN OUR PARTNERSHIP:
Strategic & Proactive Financial Planning
Financial Health Assessment
An initial deep dive into your current financial situation to identify strengths, weaknesses, and key growth opportunities.
Income Statement Forecasting
A clear, forward-looking projection of your business’s profitability so you can set realistic goals and anticipate future expenses.
Cash Flow Projections
A detailed forecast of money coming in and out of your business, giving you the confidence to plan for big purchases, make timely hires, or launch new offers.
Budget-to-Actual Analysis
A comparison of the actual dollars spent against our strategic plan, showing you exactly where you’re succeeding and what needs to adjust.
Ongoing Management & Partnership
Monthly Bookkeeping Services
We’ll monitor and categorize every transaction, keeping your books clean and up-to-date so you always know what money came in and what money went out.
Customized KPI Dashboard
A clear, easy-to-read snapshot of the most important numbers, delivered to you once a month, so you can see the health of the business at a glance.
Quarterly Strategy Sessions
A dedicated meeting each quarter to review the financials, discuss business goals, and give you the expert guidance you need on important financial decisions.
When-You-Need-It Strategic Support
You don’t have to wait for your strategy sessions to get support. We’re here for questions and advice whenever new opportunities or challenges come up.
Proactive Recommendations
We provide specific, actionable advice on pricing, expenses, and growth opportunities to help build a healthier, more profitable business.
SAY LESS, I’M IN
Foundational Financial Systems & Stewardship
Pricing & Profitability Analysis
We analyze your pricing models to make sure your prices aren’t just covering costs, but also generating the profit needed for you to grow sustainably.
Financial Systems Recommendations
We’ll review your current financial, HR, and payroll tools and processes and, as needed, recommend new systems that’ll save you time and money.
Intermediary With Tax Professionals
We’ll correspond with your tax preparer/strategist to ensure your books are tax optimized, plus deliver reports directly to your tax team on your behalf.
Purpose-Driven Guidance
We help you connect your financial goals to your faith and values, ensuring that your business growth is a form of good stewardship that aligns with the purpose God has for you.
YOU’RE SPEAKING TO MY SOUL
Investment Starts at $2,500/month
MEET YOUR FINANCIAL PARTNER (AND HYPE GIRL)
Hi, I’m Alex — and I’m here to use my gifts to help faith-filled CEO Moms serve a greater purpose with theirs.
As a licensed CPA with a reputation for making complex concepts seem simple, I was called to trade my work in corporate finance for partnering with women building family-first businesses.
I know what it’s like to sit down at your desk with a mile-long to-do list after being up all night with a teething baby (or to get interrupted mid-meeting by a way-too-short nap).
You, your babies, and your biggest dreams are welcome here — and I’d be honored to support you along your Kingdom-driven journey.
You’re ready for our Fractional CFO Services if you…
Generally “know your numbers,” but want to begin really utilizing them to start making strategic decisions that move your business forward
Are consistently making sales, are profiting at least 5 figures each month, and are ready to begin or continue building out a team
Crave a trusted partner that you can lean on as your right-hand woman while you go after your biggest, most ambitious goals
Find yourself delaying hires, launches, or marketing campaigns that could be fueling growth (because it’s impossible to know if it’s the right time til after the moment’s passed)
Never want to spend another minute of your precious time trying to create (or read) a complex financial spreadsheet
Are ready to fully step into your role as CEO by delegating the tasks that keep you from focusing on your zone of genius
Crave a faith-led village in your business, just like you need in motherhood
“We can’t express enough how exceptional our experience has been with Alex.”
“She is highly professional, knowledgeable, and consistently available to address any inquiries. Alex has made the entire process smooth and stress-free, offering clear guidance and advice.
Her thoroughness and dedication to accuracy instilled confidence in managing our finances. I wholeheartedly recommend Alex to anyone in search of dependable bookkeeping services.”
– Irene, co-owner of INSPECTRO
YOU MIGHT BE THINKING
“But my books are clean — what else do I really need?”
Maybe that is all you need right now.
But if you’re scaling fast and you have a clear vision for where you’re headed, it could be the right time to bring in a finance expert to help you get there.
Your books give you a great record of what happened in the past, but clean books alone can’t tell you…
→ Where to invest your money next
→ Exactly how much you can afford to pay yourself and your team
→ What’s working and what’s not — in real time
→ What you can expect to make over a certain period of time
→ What’s a realistic revenue goal, and what’s not
→ Where your business will take you in the next 6-12 months
But the support we give you in our Fractional CFO services can.
This is what our strategic partnership will look like…
001 // YOU TELL US WHAT YOU NEED
Fill out our Fractional CFO Services Inquiry Form to tell us about your business and what you need help with, then we’ll send you a link to book a discovery call. Together we can talk through all the details and make sure we’re a good fit. If we are, you’ll complete your proposal, and we’ll make it official!
002 // WE KICK THINGS OFF
Once our partnership begins, you get immediate access to the GGA team on Voxer, we get face-to-face for an in-depth 90-minute onboarding call, and then we begin our signature Financial Health Assessment.
003 // WE MAKE A PLAN
We’ll meet once more after 30 days to discuss the findings from the initial assessment, present your personalized strategic roadmap, and outline the KPIs we recommend for ongoing monitoring.
004 // WE HELP YOU GROW
From there, we’re with you every step of the way — whether you need us (send us a quick Vox if you do!) or you don’t (we’ll still be checking on your numbers in the background).
Each month, we send you your standard financial reports, budget vs actuals, and a refreshed KPI dashboard, along with a recap Loom video walking through the results. Then, each quarter, we’ll have a live meeting to review performance and discuss future initiatives and offers.
FAQS ABOUT OUR FRACTIONAL CFO SERVICES
We bet you’re wondering…
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While a bookkeeper records only past transactions so you have a clear and accurate record of your business finances, and an accountant helps prep and plan for taxes, a Fractional CFO focuses on future financial strategy, analysis, and forecasting — helping you make proactive and strategic business decisions that grow your business with confidence.
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We totally get why you’d think that, but our fractional CFO support is made for small and growing businesses like yours. Our CFO partnership provides high-level financial expertise without the high cost of a full-time employee — making it a more accessible next step as you grow your business strategically.
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Beyond the basic bookkeeping reports like your profit and loss statement, you’ll also get income statement forecasts, cash flow projections, budget-to-actual reports, and key performance indicator (KPI) dashboards, along with any other customized reports that might help your business.
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We work together with you to access all the historical data, sales goals, and planned expenses for your business, as well as collaborate with you to understand the vision you hold for your business, in order to build accurate models and projections.
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Fractional CFO Services encompass all your financial strategy needs, including monthly bookkeeping. When you work with GGA in a CFO capacity, we become your bookkeeper and your financial strategy partner, all-in-one!
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That’s exactly why you have a direct line to our team in Voxer! Send us your questions, your late-night SOS, your “I just had an idea” ramblings as you walk out the door — if you’ve got a business finance question, we’re there to share feedback, support, and strategic recommendations. You’ll always hear back from us within 24 business hours, between 10 am and 4 pm CST.
You’ve poured your heart into your business, hoping that someday it can sustain the life you dream of for your family. We’re here to help you turn “someday” into “right now.”
To help you move from simply managing a business to purposefully stewarding it.
To help you enjoy this journey, knowing that your progress is aligned with your values and mission.
If you’re ready for the partnership and support that’ll help you get to where you know you’re called to go, the Goodness Gracious team is here for you.