Strategic financial support for founders who refuse to build at the expense of their people.
We offer fractional CFO services and financial infrastructure designed for calm, compliant growth.
You don’t need to wait for a financial crisis to hire strategic support.
Founders are often told to wait until they’re bigger to bring in strategic finance support.
But healthcare gets complex early.
Books can be current and compliant—and still not be built for funding, credits, or real cash visibility.
That gap doesn’t stay invisible for long.
The earlier the structure is right, the fewer expensive surprises you deal with later.
By the time we’re working together, you’ll know exactly where the business stands – and what decisions the numbers can actually support.
No guessing.
No financial blind spots.
No Sunday scaries.
Featured Clients
Different stages need different levels of support
We don’t squeeze everyone into one model
Foundation
From $1,000/mo
You want clean books and reliable reporting – handled correctly and consistently – so you’re not second-guessing your numbers every month.
This is stable monthly accounting delivered by my team for businesses with straightforward needs.
Best for early-stage or bootstrapped businesses who want someone they can trust to “just take care of it.”
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Monthly reconciliations
P&L and Balance Sheet
Tax compliance support
Basic reporting
Email support (24–48 hours)
Growth
From $2,500/mo
You’re growing – and the financial “basics” aren’t enough anymore. More hiring, more invoices, more moving parts. The numbers might be accurate, but they’re not giving you clear direction.
This level gives you stronger reporting, better cash visibility, and a financial setup that can support expansion without constant cleanup.
Best for companies at or above $500K in revenue that need stronger reporting, cash flow visibility, and the financial structure to support hiring and expansion.
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Includes everything in Foundation, plus:
Cash flow forecasting – near-term visibility, not just historical data
Payroll integration
Bill pay – vendor payments handled
QuickBooks optimization – set up for your industry and stage
Advanced reporting – budget vs actual, KPI tracking, simple dashboards
Quarterly strategy reviews – every quarter we zoom out, adjust and plan
24-hour response to questions
Scale
From $5,000/mo
You’re not looking for “better reporting.”
This is for founders making decisions that affect payroll, runway, and investor confidence – and want a partner who can help them stay ahead of risk, protect cash, and make growth decisions with clear visibility.
Best for healthcare, biotech, and clinical research founders who need CFO-level guidance, investor-ready reporting, and proactive forecasting – so decisions aren’t made under pressure.
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This includes everything in Growth, plus:
Monthly strategy sessions – we read the numbers together and make decisions
Custom reporting – runway with payment lags, grant vs revenue, variance analysis
Tech optimization – QuickBooks, Bill.com, payroll, expense tools configured for scale
Pre-decision modeling – hires, expansion, new offers, the “what if..?” questions
Investor/board support – reports that answer their questions before they ask
Priority access – fast answers when a big call is on the table
Custom Implementation
Inquire for pricing
You don’t need another patch. You need the structure rebuilt (or set up) correctly – because you’re dealing with complexity, preparing for funding, or operating with systems that won’t hold up under scrutiny.
These projects are designed to get the financial infrastructure right so you’re not paying for cleanup later.
Best for healthcare startups at formation, companies preparing for funding with messy books, and any founder who’d rather invest once in solid infrastructure than pay 10x to fix it later.
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Multi-entity consolidation
Forecast modeling & scenario planning
Expense & spend management system setup
M&A / exit preparation consulting
Succession planning
ERP accounting system implementation support / project management
Financial systems automation
Backed by over 25 years of experience
“I wasn’t expecting the work to move this quickly or to be this thorough. Ana didn’t just clean things up; she helped us understand our operating budget in a way we never had before. For the first time, the numbers actually matched how the business runs.”
Here’s how to get started:
01. Fit call
A short conversation to understand what’s happening, what’s at stake, and where things may be misaligned.
02. Right level of support
Foundation, Growth, CFO Partnership, or a focused implementation based on what will achieve the results you’re looking for.
03. Ongoing clarity
Clean structure, usable reporting, and forward-looking support—so decisions stop feeling like guesswork.
You don’t need better bookkeeping.
You need a solid foundation that holds up under financial scrutiny.
While our process was designed with founders in mind, we partner with growing and mission-driven organizations looking to strengthen their financial operations and build systems that support scalable growth.