Your On-Call CFO
As founder and CEO, you’re expected to know your money inside and out, but frankly, you haven’t had the time or patience to dig through spreadsheets. But what would business look like if you had financial clarity? As a fractional COO and Financial Strategist, I take the heavy lifting off your shoulders so you can have peace of mind and the systems to take your business to the next level.
Hi, I’m Liz, your fractional CFO and Business Strategist. I help business owners clear the financial fog, implement systems, and rediscover the fun in entrepreneurship.
Before Plan & Prosper Consulting, I spent years working with a diversified family business where I learned to balance growing multi-million dollar businesses with optimizing personal wealth. This experience was invaluable because the money coming in does not equal the cash in your pocket.
From overseeing budgeting, approving payments, and contract negotiation to site development and construction management, I know the importance of strategic planning and optimizing profit.
Guessing is not a growth strategy, but a full-time CFO also feels out of reach.
For businesses that want expert guidance at their fingertips, I offer a retainer-based consulting package. This program is designed for business owners who want ongoing support without hiring a full-time CFO.
We begin with a deep dive into your business, reviewing financials, operations, and long term goals. Together, we will outline an action plan that sets the direction for the month ahead.
From there, you’ll have me as part of your team:
- Dedicated strategy sessions each month to check progress, make adjustments, and keep momentum.
- Hands-on support every month for projects, problem solving, or financial strategy, whatever your business needs most.
- On-call access when questions or opportunities arise, so you’re never left second guessing big decisions.
This retainer model allows me to partner with you closely, giving your business consistent guidance, accountability, and strategic support month after month. You’ll always have a trusted advisor who understand your numbers helps you make confident decisions, and provides clarity and tailored solutions as your business grows and evolves.