When scaling to 7 figures, you’re faced with making difficult decisions every day.

& your ability to make these decisions quickly, will dictate how fast you can move.

But it ends up with so many people scaling their businesses way too quickly way too soon when they don’t have the infrastructure to support the growth. 

Before you get to have a sustainable 10K-20-30k months, you can take the pressure off the timeline and start planning backward your long-term vision over short-term wins. 

That means having the financial foundations and the infrastructure in place to support the recurring revenue and the upgrade in your expenses. 

Whether that’s:

-Deciding to switch software or platforms mid container

-Letting a client go, or having difficult conversations with clients

-Postponing programs, or cancelling events when something comes up

-Pivoting into a completely different niche or product suite.

While in the meantime you’re experiencing:

-Difficulty tracking recurring revenues effectively.

-Inability to run different financial scenarios for various coaching programs and containers.

-Challenges managing team member changes and adjusting their hours or compensation.

-Uncertainty about investing in new programs or business ventures due to a lack of financial clarity.

-What if you could run financial scenarios like adding a new team member or investing in a coaching program that will benefit you?

Just because you have an accountant, you still need a fractional CFO .

Why?

Think of the financial foundation of your business like putting together a puzzle.

🧩 The accountant handles the basic accounting functions: bookkeeping, tax preparation, and financial statements.

🧩 Meanwhile, the fractional CFO piece completes the picture with advanced financial management functions: forecasting, cash flow management, strategic planning, keeping track of your expenses, revenues, and profit margins is crucial for aligning your financial resources with your business objectives.

A lot of women in business assume that getting to know your numbers means getting QuickBooks, making sure you’re going in, allocating your transactions every month, maybe you’re reconciling your bank statement.

You think, I’m done. Not quite, it doesn’t really mean that you have any ownership or mastery of what those things are telling you.

To make sense of the numbers in your QuickBooks, you need to have a good understanding of financial analysis and reporting so as to be able to interpret your financial data, identify trends and patterns, and make informed decisions based on your financial goals.

When it comes to managing the financial health of your business, having an accountant is just the first piece of the puzzle. A Fractional CFO provides the strategic insight and financial expertise you need to take your business to the next level even during the slower summer months .

When you are ready to welcome the missing piece to your business puzzle book a call with me.