A partnership designed for the female founder who wants to feel financially free and empowered.
Imagine looking at your financial data and feeling calm and relaxed. Knowing that all of the information you need is right in front of you and that you have the tools to use it to make better decisions and scale your business.
With Viticula as your advisor, you’ll have the support you need to help you understand your financial information and use it to reach your goals.
Whether you’re just starting out and need help figuring out your financial goals or you’ve scaled your business to beyond 7 figures, we have the support you need to gain clarity and confidence.
Monthly CFO Support
Your business is scaling and you need a better grasp of what revenue is coming in and what expenses are going out. You're also wanting a clearer picture of the financial health of your business without being the one to keep up with your bookkeeping.
You want guidance and support through all of the big decisions on your plate, so you can feel confident as the CEO of your company.
Business Advisory
You are looking for a business advisor that can not only interpret your financial data, but guide you on how to achieve your personal goals for your business . Together we'll strategize custom solutions to your current financial challenges and identify opportunities that will get the results you want, without flat-out guessing about what to do next.
You want a 25+ year financial expert and CFO in your back pocket to build, grow the business you have dreamed about.
VIP Day: Profit Accelerator
You've put in the time and done the hard work to create a profitable business that's growing...and FAST. But if we're being honest, you're starting to feel like you're a fish out of water.
You want to set aside an entire day to restructure your financial strategy so it's rooted in intention for the long haul. In this deep dive, you'll walk away with a clear plan for the future that will allow you to create YOUR version of financial freedom, so you can lead your business with the confidence of a CEO.
Signature Your CFO Monthly Support
OPTION ONE
Our signature monthly program works for entrepreneurs who are scaling their business and those who have surpassed six figures.
There are two tracts within this program:
Bookkeeping Plus helps you understand what’s coming in and out of your business each month.
Monthly Reconciliations & Reporting
Monthly Profit Allocation
Custom Metric Reporting
Monthly Custom Reporting Video
1099 Reporting, if needed
Annual reports to tax advisor
CFO Support allows us to analyze your financials and give you the guidance you need to reach the next level in your business.
All Bookkeeping Plus Services
Viticula Financial Custom True Net Profit
Customized Financial Analysis & Strategy
Detailed Revenue, Trends & Costs
Monthly 1:1 Zoom Strategy Sessions
Annual Goals and Budget Preparation
Unlimited Slack Access
Quickbooks Online Subscription
1099 Reporting, if needed
Special Reporting Project per Quarter
Financial Simplicity Advisory
OPTION TWO
Financial Simplicity is a custom strategy and advisory short term engagement. You will be guided through Viticula's custom process to define your businesses financial health and long term strategy from a holistic approach, beginning with your personal passions, values and goals. Each session you will have a 1:1 45 minute strategy call working through the Financial Simplicity Process, or strategizing on a specific aspect of your business to meet your current objectives.
Be in the best position for future profitability and obtaining your long term goals.
Viticula’s Custom Financial Simplicity Process:
Money Mindset & Financial Freedom
Financial Health Check
Revenue & Product Suite
Cost Health & Goals
Client Journey & Metrics
Cash Flow & Health
VIP Strategy Intensive
OPTION THREE
You are looking to accelerate your growth with confidence in your financial health and strategy. This is for brands that have a bookkeeper, but are seeking a brief financial strategy review or special project. Designed to create solutions to your challenges and spot opportunities that can guide you to take advantage that yield your desired result
Step 1 Kick off Call
45 minute deep dive into your vision & goals
Step 2 The Work
Half Day CFO Work: Extensive review of your financial systems & data, or creation of the financial strategy to meet your specific objectives
Step 3 Strategy Call
45 minutes together to fine tune and set your developed financial strategy
Step 4 Support
2 weeks of Slack Support for any follow up clarification and accountability
-
Kristen's organization, expertise and knowledge go unmatched. Her insight and guidance help me see my business finances in a different light; therefore, I'm able to tweak, predict and plan as needed!
CARRIE | Creative Copywriter
-
I avoided my business financials for so long because I dread the numbers. Kristen showed me right away how I needed to switch gears to become more profitable. I wish I would have hired her sooner!
CHELSEA | The Christian Nutritionist
Apply to work together
ARE YOU…
ready to figure out what is moving the needle in your business?
Or maybe you’re ready to stop being scared of your business finances?
Whatever your reason may be, I’m so excited to be your non-judgmental financial friend and help you get your business finances straight once and for all.
If you’re looking for a speaker, head over here!