Your story. Your financials.
Overwhelmed with your financials? Having trouble seeing your business in the data?
When we clean, categorize, and visualize your financials in ways that make sense for your specific decisions, those boring numbers suddenly tell you exactly what you need to know. The magic happens when we cut through the noise and focus on patterns that matter, so you can spot problems and opportunities. When your financials are structured around what drives your business, we are able to shift from "here's what happened last month" to "here's where we should go next."
Our Fractional CFO Services offer scalable solutions to add financial expertise and support to small business and nonprofit leaders for every budget, including:
Review financials
Financial dashboard customization
All those random financial questions that pop up
Cash flow forecasting
Burn rate analysis
Budgeting process
Short and long term forecasting
Connecting business and finance metrics, like pipeline, inventory, product/service margins, etc.
Automate accounting processes and systems
Manage external finance service providers (bank, payroll, bookkeeping, etc.)
About Me
Ellen Bloch, FounderI hate to brag—but I was the coolest second grader in Portage County. When my parents opened a toy, train, and hobby store in a neighboring town, my personal stock soared! It was short-lived though, as I quickly discovered that owning the store didn't mean free toys for me and my friends. Instead, I learned that running a business was about wholesale vs. retail prices, margins vs. discounts, overhead, inventory management, marketing, customer service, and so much more.
Growing up in a family business gave me a unique opportunity to see firsthand the challenges small business owners face—juggling operations, sales, and growth while knowing that each decision impacts their ability to provide for their families. Too often, those critical decisions had to be made without clear visibility into the financial implications.
By college, I knew I wanted to build a career empowering small business owners and leaders with the financial clarity and confidence needed to make bold decisions.
Now, with 20 years of finance experience, I provide enterprise-level financial strategy and systems to growing organizations without the overhead of a full-time executive. Whether you need monthly financial reporting, strategic planning, or guidance through a challenging period, I become your trusted financial partner—not just another consultant.
Let’s see what story your financials have to share.
Services
Our services are curated to the size, complexity and other unique needs of your business.
Basic
Best for: Companies seeking a sounding board to answer financial questions
Includes:
Annual review of financials and key business objectives
Annual budget support
Quarterly calls with CFO
Standard
Best for: Companies seeking to transform business performance data into meaningful insights for management
Includes:
Monthly review of financials
Monthly financial dashboard
Annual financial planning, including budget and forecast
Monthly calls with CFO
Premium
Best for: Companies seeking a finance expert to lead finance workstreams and strategic projects
Includes:
Monthly review of financials
Monthly financial dashboard
Annual financial planning, including budget and forecast
Monthly calls with CFO
Coordination of service providers
Ad hoc strategy projects
Project Based Support
Scalable assistance for a discrete finance project or question - this is how we can answer things like:
What’s the best way to create monthly financial statements, so I can track my finances in real time? (i.e. Quickbooks setup)
Which products or services have the best or lowest margins, so I can align my resources? (i.e. Product/service pricing review)
What’s the right inventory levels and reorder points, so I can optimize my cash? (i.e. Inventory management system and sales data review)
Not sure you need a CFO?
Have you ever felt...
Overwhelmed when looking at your financial statements…or wish you had some?
Unsure about what it actually costs to operate your business each month?
Frustrated with your business performance but unable to pinpoint why?
Confused because you're experiencing rapid growth but not seeing the cash?
Stressed about how to pay for today while planning for tomorrow?
These are just some of the challenges that bring business owners to the decision to add a financial leader to their team. Working with a fractional CFO allows you to access the financial clarity your business needs—without the significant cost of a full-time employee.
As your CFO, I will help you achieve...
Financial statements that clearly tell your company's story
Key metrics that support critical decision-making
A deep understanding of your cash flow drivers and what to expect next month
A budget that holds you accountable while driving toward your big-picture goals
Real-time visibility into your business performance