Fractional CFO & Financial Strategy

We see what
others miss.

Accountant | Analyst | Strategist | Futurist | Collaborator

The Business Owl brings 20+ years of nonprofit and social enterprise finance to organizations ready to operate with clarity, confidence, and strategic vision.

The Business Owl
The Owl's Wisdom

For organizations that need more than a bookkeeper — and less than a full-time CFO — The Business Owl is your strategic financial partner. We translate complexity into clarity, and numbers into narratives that move boards, funders, and leaders to action.

Where Would You Like to Land?

Tier 01 — Foundation
The Nest
Full-Service Accounting

Clean books. Consistent records. The foundation every organization needs before anything strategic is possible.

  • Monthly bookkeeping & reconciliation
  • Financial statement preparation
  • Audit support & document prep
  • Vendor & payment management
  • Delivered by vetted accounting professionals
Starting at$3,000/mo
Tier 02 — Management
The Watch
Fractional Controller

Vigilant financial management. Moving beyond transactions into the rhythms and reporting that keep leadership informed.

  • Everything in The Nest
  • Budget development & variance reporting
  • Grant & funder financial reporting
  • Cash flow monitoring
  • Direct access to senior oversight
Starting at$4,500/mo
Add-On — Project Based
The Perch
Targeted. Precise. Complete.

Not every engagement needs to be ongoing. Sometimes you need a sharp set of eyes for a defined project — and then we're done.

  • Audit readiness sprints
  • Financial systems implementation
  • One-time budget builds or assessments
  • Board financial literacy training
  • ERP selection & transition support
Starting at$6,500/mo
Business Consulting

The Nocturnal

Owls see clearly in the dark. We see the problems keeping you up at night.

For when the challenge isn't just financial. The Nocturnal is The Business Owl's consulting arm — bringing strategic clarity to operations, organizational structure, systems, and the complex decisions that keep leaders awake. Available to nonprofits, social enterprises, and women-owned service businesses.

Starting at$750/engagement
Operations Design
Assess, restructure, and streamline how your organization runs day to day.
Strategic Planning
Facilitation and financial modeling for your next chapter.
Systems & Process
Identify gaps, inefficiencies, and opportunities hiding in your workflows.
Org Assessment
An outside perspective on structure, roles, and organizational health.
Financial Storytelling

The Parliament

"A group of owls is called a Parliament." — And we'll help you own every room one gathers in.

Your numbers tell a story. Most leaders have the data — very few have someone who can make it land in a boardroom, a funder meeting, or an investor pitch. The Parliament is where financial mastery meets narrative power. We don't just prepare your financials — we give them a voice.

Starting at$2,000/engagement
Board Financial Presentations
Designed for comprehension, confidence, and action.
Investor & Funder Pitch Decks
Financial narrative that builds the case for your mission.
Annual Report Financials
Translate your year-end numbers into a compelling chapter.
Executive Financial Coaching
Help your ED or CEO read, understand, and own the numbers.

Who We Fly With

01
Nonprofits

Mission-driven organizations navigating funder complexity, audit requirements, and board expectations — ready for a financial partner who gets it.

02
Social Enterprises

Hybrid organizations blending revenue and mission, needing financial infrastructure that serves both the bottom line and the greater good.

03
Women-Owned Businesses

Service businesses led by women who are ready to stop guessing about their finances and start making strategic decisions with clarity and confidence.

By the Numbers
20+
Years of nonprofit
finance leadership
0
Audit findings across
entire career
CFO
& COO-level roles at
mission-driven orgs
ERP
Implementation expertise:
Sage Intacct & Prophix

Let's Talk

Ready to see your
finances clearly?

Whether you need clean books, strategic guidance, a story told to your board, or a partner who sees what others miss — The Business Owl is ready.

Start a Conversation 904.418.0780