Book a 1:1 Call

I love working 1:1 with my clients!

You are invited to book a private consulting call with me. Consulting calls are $100, paid upon booking. If you decide to move forward with 1:1 coaching or private Contractual CFO work, the $100 will be applied to your first invoice.

  • Clean-up Bookkeeping Messes

  • Improve Cash Flow

  • Increase Profitability

  • Projecting & Forecasting

  • Solve Accounting Problems that are keeping you from moving forward.

Private consulting and contractual CFO work is for businesses with $150k revenue and above.

Hi! I’m Becky.

Before becoming a CFO Mindset Coach, I spent 23 years in Accounting. In fact, I’ve held every accounting position there is - from bookkeeper, to controller, to CFO and, of course, business owner.

Since starting The CFO Mindset, I’ve worked with and mentored business owners across the country, in 25 different industries (and counting). I’m an expert in cleaning up bookkeeping messes. I’ve been cleaning up QuickBooks for years, and I promise there isn’t a mess I haven’t seen or been able to fix.

After we get your books cleaned up, and your biggest bookkeeping problems solved, we can dive into my proven 5-step bookkeeping process that will save you hours of bookkeeping time each week. You can use those extra hours to grow your business (or take a much deserved break).

You’re here for a reason, and I’d love to chat with you to see how I can best serve you. If you just aren’t sure where to begin, click here to get started.