THIS IS SUMMA CFO

No bullshit financial leadership for a select few, very special

online business entrepreneurs doing $2M+ who feel right for the family.

Currently accepting a very limited number of clients.

  the long and short of it

You've built something real. You're crossing $2M. You have a vague sense that you should be doing more with your finances. You are so right.

What you actually need is someone who lives in your numbers - who can tell you why your margin is shrinking, whether you can afford to hire, what that loan is actually going to cost you, and how to stop paying more in taxes than you have to.

That is what I do. I've been doing it for 15 years. I trained at Ernst & Young (think: suits and towers). I consulted at BearingPoint (for really cool companies). And then I brought all of it to small business, because honestly, do I seem like I belong there?

If this feels right and good, please keep reading.

If it doesn't, no hard feelings - truly.

  I like working with online service providers:

• Are really good at what they do and simply enjoy doing it - coaches, consultants, agency owners, course creators - and have the revenue to show for it, but money is just not their thing.

• Don't fully understand their own numbers and are open to someone who will gently (and sometimes bluntly with curse words) help them build confidence with their finances.

• Are curious and open-minded enough to actually listen to finance advice - and maybe act on it.

• Have a certain level of discipline and organization that makes it possible for me to do truly excellent work for them - and are willing to put systems in place if they don't.

• Are ready to have the real conversations: glass ceilings, under-earning, overspending, shitty pricing - that's the stuff that's holding the business back.

what's included 

 the full scope of financial leadership.

 Each busines is a little different. But here's what you can expect from every engagement - and yes, monthly bookkeeping is INCLUDED. Someone has to keep the books clean so the analysis actually means something.

Why I'm super fucking awesome at this

the credentials 

and the human stuff

I understand accounting:

I trained at Ernst & Young - one of the top FOUR accounting firms in the world 💪  I understand debits, liabilities, assets AND the tax code. This matters enormously for what ends up on your return.

I understand tax law: 

I've consistently saved clients more than my fee in taxes. This is not a flex - it's just what happens when your bookkeeper actually knows tax strategy. You are being overtaxed. Let's fix that.

I understand you: 

13 years of this work means I can see people through their money. I understand the patterns, the avoidance, the glass ceilings. I'm also trained as a coach - which just makes me faster and better at helping you actually evolve.

I'm a human being: 

I spent my 20s in Paris. I just became a mommy. I love Ralph Fiennes. I manage to carry $85k in credit card debit without paying interest on it (more on that later). I want to get to know you and what you love. That's the beauty of this - what makes me do it.

I'm trained as a coach: This makes me faster and better at getting you in tip-top shape for your next level of evolution - I use these on the daily with my accounting clients as we work through, well, money-shit.

What's included:

The extent of my services varies based on the business, but essentially:

Accounting for business in Quickbooks, with a mind to optimize tax deductions and report on all meaningful transactions that need to be tracked or presented for income tax filing.

Budget creation and management.

P&L analysis and creation of goals.

Savings hygiene, retirement planning and contribution.

Applying for and managing debt.

Payroll management is available for 5 employees or less.

CEO/CFO-ey type exercises and support to keep you on track.

Each business is slightly different and has different needs. 

If this feels good, fill out the form below.