CFO Advisory

Finite By Design

Focused Advice, One Topic.

This is where you get a CFO's full attention on your one specific topic. It could be a decision you keep going back and forth on, or numbers that aren't telling you what you need to know. That's where I come in. You bring your questions, your data and your intended outcome so I can get into your specific numbers with you. We'll work through it together and then I'll give you advice, in plain language, so you have a solution you can implement.

Common topics we can work through together:

Rebuilding a pricing model that's quietly costing you profit
Designing a specific plan on how and when to raise prices
Restructuring cash before it tightens
Creating a cash reserve system for your specific business needs

Starting at $3,500, depending on the scope.

No retainer, no ongoing fee. Once the solution is in place, the engagement is complete.

Who This is For

This is for you if you have a specific decision in front of you and want a CFO’s analysis and support to reach a solution. You run the business, but need specific advice on one topic.

It isn’t the right fit if you’re after a monthly retainer or a standing “generic CFO” seat, a templated report, coaching or mindset work, or tax filing. And it isn’t for anyone who wants the decision made for them.

Who You're Working With

Natalie, CPA, CFO

co-owner Integrative CFO

Natalie is a licensed CPA with 27 years of accounting experience, across public accounting, corporate CFO roles, and independent advisory. She has caught fraud more than once, rebuilt broken financial systems, and sat across from hundreds of owners who needed someone to tell them the truth.

Integrative CFO exists because she watched the financial industry fail the people it was supposed to serve: owners talked past in their own meetings, charged for answers they never received, handed reports they couldn’t read.

She built the better version, the one where the operator stays the operator.

Join the Advisory Waitlist

"Natalie's a straight shooter and tells you like it is. But she's not mean or demeaning. I wish I had worked with her from the very beginning instead of wasting my money on a typical accounting firm.

Amanda P.

Yoga studio owner

Interested?

I give every engagement my full attention. This is why I only open a few spots at a time. Please tell me more about you and your request and I will reach out as time allows.