Fractional Leadership & Advisory · Finance & Accounting · Bookkeeping · Talent

Fractional CFO, COO &
Controller leadership for
your next chapter.

When your company has grown beyond the systems and leadership structure that got you here, we become the finance and operations partner that helps you build what comes next.

S&C
NESW

Built for established, growing businesses ready for more clarity, stronger infrastructure, and a partner who sees the whole picture.

$5M—$15MTypical fractional leadership client

You don’t need another vendor.
You need a partner who gets it.

We’ve sat in the seats—from bookkeeper and staff accountant to Controller, CFO, and COO. We know what good support should feel like, where outsourced services often fall short, and what it takes to build systems that work in the real world.

Four divisions.
One connected partner.

Engage us for one focused need—or bring the pieces together as your business grows.

02Fractional Finance & Accounting

Controller &
CFO Services

Executive-level financial leadership without the full-time overhead. Sarah works directly with owners and leadership teams to create visibility, discipline, and confidence around the numbers.

  • Monthly close & financial reporting
  • Cash flow, forecasting & planning
  • Job costing & profitability
  • Financial systems & team oversight
Explore fractional finance & accounting
03Bookkeeping Division

Books you can
actually build on.

Accurate, responsive bookkeeping with Controller-level perspective. Your QuickBooks Online company belongs to you—you retain complete access, always.

  • Full-service monthly bookkeeping
  • Accounts payable & receivable
  • Reconciliations & clean-up
  • Controller-level quality oversight
Explore bookkeeping
04Talent & Recruiting

Build the team
behind the growth.

Relationship-driven talent acquisition grounded in how the role truly fits your organization—not just what appears in a job description.

  • Accounting & finance placement
  • Leadership & executive search
  • Full-cycle recruiting
  • Role design & hiring strategy
Explore talent & recruiting

A business operating system
designed for your business.

As a Fractional COO, Fractional Integrator, and business advisor, Sarah works inside the leadership team—not from the sidelines. We build a practical, sustainable operating system around your goals, people, rhythms, and reality, then help the team put it into action.

01Business operating systemsStructure, accountability, meetings, metrics, and tools that stick.
02CEO & executive coachingClear-eyed support for the people carrying the greatest responsibility.
03Leadership team developmentAlignment, communication, ownership, and healthier working relationships.
04Workshops & strategic offsitesFacilitated sessions that turn honest conversation into clear action.
Explore fractional leadership & business advisory →
Better businesses create better work—for owners, employees, customers, and communities.

Clear the chaos.
Build with purpose.

We believe a business can be financially strong, operationally clear, genuinely human, and an excellent place to work—all at the same time. We help growing companies align their people around a shared purpose and build practical systems for sustainable growth.

Our mission, vision, values & team →

Deep experience.
Broad perspective.

01

Home Services

Roofing & Exteriors · Landscaping · Bath Renovations

02

Professional Services

Law Firms · Marketing Firms

03

Beauty & Wellness

Day Spas · Salons

05

Real Estate & Property Management

Property Managers · Owners · Developers

06

Nonprofit Organizations

Finance · Operations · Leadership

We understand owner-led, service-based, project-based, and mission-driven organizations—including field teams, job costing, recurring work, project profitability, and the tension between growth and infrastructure.

Real businesses.
Practical change.

An anonymized look at how we connect finance, operations, people, and systems inside growing companies.

Platform fluent.
Business first.

We can work inside the systems you already use, improve how they connect, and help your team get more value from the tools you are already paying for. We combine deep Excel experience, practical AI use, and broad platform knowledge to solve real business problems—not simply add more software.

Accounting & Spend

QuickBooks Online Advanced

Projects in QuickBooks

Ramp · Brex

Collaboration

Microsoft Teams · Outlook

Google Chat · Google Meet

Zoom · Slack

Operations & CRM

Jobber · LMN · Aspire

ServiceTitan · HubSpot

ExhibitForce · ProLaw

ERP, HR & Payroll

Oracle · NetSuite

Gusto · TriNet

Paychex · ADP

Excel & Custom Reporting

Advanced Excel Models

Custom Dashboards & Scorecards

FP&A · Reconciliations · Sanity Checks

AI for Business

ChatGPT · Claude · Perplexity

Analysis · Research · Documentation

Dashboards · Reconciliations · Process Design

Business Operating Systems

Bloom Growth

Ninety (My90)

Custom Tools & Meeting Rhythms

Connected Work

Microsoft 365 · SharePoint

Google Workspace · Drive

Remote Team Implementation

Our AI experience is hands-on: accelerating financial analysis, reconciling data from different systems, building custom dashboards, pressure-testing results, documenting processes, and turning complex information into practical tools teams can actually use.

Build the right
partnership.

Let’s talk about what’s
working, what’s not,
and what comes next.

Book a conversation