Financial Systems & Operations for Growing Businesses
I help business owners understand their numbers, design systems that work, and make confident decisions.
Every growing business needs a finance department. Someone who understands the systems, knows what the numbers mean, and helps you make strategic decisions with confidence.
I'm that partner for solopreneurs and small business owners—your fractional CFO and financial operations support, scaled to your current stage. Strategic thinking when you need guidance. Implementation support when you need systems built. Always focused on clarity and decisions, not just record-keeping.
Who am I?
Hello, I’m Amy!
I'm a fractional CFO and financial systems partner for business owners who've outgrown DIY finances but aren't ready for a full in-house team — or who are overwhelmed by software choices and need someone who actually knows what works.
I bring over 20 years of experience across industries, from enterprise ERP and process design to hands-on financial operations for small and growing businesses. I'm Six Sigma Black Belt certified, highly systems-oriented, and deeply experienced in translating complex financial data into clarity you can actually use.
I don't work like a traditional bookkeeper. My focus goes beyond recording transactions — I help you build financial systems you understand, trust, and can make decisions from with confidence. That means clean books, yes — but more importantly, structure, reporting, and planning that support better decisions.
I advocate for fully paperless, digital workflows and help businesses simplify, modernize, and reduce friction in their financial operations.
Whether you need strategic guidance, help untangling messy systems, or a steady partner to think through the big questions, I meet you where you are — and help you build systems that create clarity, confidence, and capacity for what's next.
What Can I Do For You?
How We Work Together
I work as your fractional CFO and financial systems partner. Every engagement is tailored to where you are right now — whether you need strategic guidance, systems built or cleaned up, or ongoing financial support as your business evolves.
We start with a conversation to understand your situation, identify what's working (and what isn't), and design an approach that actually fits.
What I Help With
That may include:
• Choosing and implementing the right financial systems (QuickBooks, Xero, integrations)
• Building reporting and dashboards that show the full picture
• Strategic planning and decision support (pricing, hiring, growth decisions)
• Training and implementation so you understand and trust your systems
• Ongoing financial operations and advisory support as neededEngagements are designed around your reality — project-based, ongoing support, or a combination. The goal is clarity, confidence, and systems that support better decisions.
Financial Clarity. Strategic Systems. Better Decisions.
Fractional CFO and financial operations support for growing businesses.