Photo: Carla Titus
Finance professional and expert with a combined 15yrs of corporate financial planning, analysis, strategy, and online businesses fractional CFO consulting experience.
Wealth & Worth Within was founded with the mission to empower business owners to take control of their finances to grow profits, have cash in the bank, and pay themselves, so they can build personal wealth. They will achieve financial clarity and peace of mind, so they get back to doing what they enjoy.
Our fractional CFO Services will augment your existing money team providing the financial leadership, expertise, support, and insights you have been looking for in your established 7 or 8-figure business. You are too busy running your company, but still need to feel in control of your numbers and utilize data to make better decisions, we are here to help!
We utilize a 5-step framework that tackles all aspects of financial business health: 2C3P. If you want to find out more about our fractional CFO Services, go to contact.
What is a CFO?
Industries we specialized in:
Healthcare Industry
Mental Health Private & Group Practices
In-Home Health
Rehab Facilities
Pediatrics
Med Spas
Law Firms & Professional Services
Interior Design Firms
Registered Investment Advisor (RIAs)
Women in Wine
CPG, E-Commerce and Retail Stores
Online Businesses
Work with Us
➤ Email
info@wealthworthwithin.com
➤ Phone
971-236-2920
➤ Social media
Annual Business Budget Planning
Monthly and quarterly goal planning, detail costs outlined and profitability target for your business.
Annual Budget Planning
Group Practice Case Study
How to use finance and marketing data analytics to make strategic decisions for your group or private practice business.
Client Testimonials
CFO & Projections Services
Fractional cfo services
Your business is growing fast and you don't have the right financial processes in place. Feeling overwhelmed looking at your bank account? Haven’t done your bookkeeping in months? Looking at your PnL and wondering what to do? We are here to help!
Financial growth Plan
Let’s talk money! Our goal is to bring awareness to your finances and provide you actionable steps to improve your finances. We will help you create new habits and provide the accountability you need to make a permanent change to achieve your goals.
business financial consulting
We work with businesses to provide them financial insights that allows them to improve their financial management. We give you the tools, resources and processes you need to meet your financial goals. We reduce your anxiety and stress around finances!
cash flow management
Feeling overwhelmed because you haven’t paid yourself? You keep running out of money before the next payroll cycle? We provide guidance on where to focus your attention to bring your company financial peace of mind. Let’s leave financial stress behind!
Projections project
We work with you to create a 3-5yr financial model to gain revenue and costs insights for your growing business. We do a deep analysis of your business to help you create a realistic plan to achieve long-term goals through action steps.
professional Bookkeeping services
We provide high-quality bookkeeping services supported by our accounting background. Monthly categorizing, reconciling & PnL reports. We provide a comprehensive financial support systems that can grow with your company to improve long-term profitability.
As featured on…
Facebook Accelerator FINANCIAL BUSINESS Coach
Ready to get started?
Hi, I am so excited that you are here! Check out my business finances blog and podcast interviews!