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Fractional CFO 

Strategic Planning

Financial Reporting

Financial Projections & Forecasting

Cash Flow Management


Fundraising Support

Investor Relations

A key collaborator with your leadership team to develop & manage financial reporting for better transparency and decision making.

This role works with your team to build out detailed pro-forma financial & cash flow models, as well as develops KPI dashboards for insights across the business tailored for management, board, and investor presentations. 

Advisory Services

Strategic advisory services to guide decision making and drive business forward. Including: overall business, operational & go-to-market strategy, start-up advisory, and  Board Member services.

You face different hurdles and pressure points depending on the stage of business. This includes a host of special projects including customer discovery, pricing, GTM strategies, and business plan review to name a few.


It doesn't have to be an uphill struggle, here you have support from someone who has been in your shoes.

Interim CFO 

Filling the role of full-time Chief Financial Officer following the departure of the previous CFO; providing the financial oversight and management. 

A trusted partner stepping in to help bridge the gap between the departure of one executive and the start of a new one.  

This can provide consistency in responsibility for monthly financial reporting and projects, as well as lead turnaround or growth, depending on needs. 

Startup Venture Training

Short courses to cover the range of startup topics, including: Finance, Operations,  & Leadership. 

1:1 training and customized training available. 

More coming soon...

Fractional Controller

Accounting Team Management

Revenue Recognition

Establish Procedures

Month-End Close

Systems Implementation

Bookkeeper Management

Serves as the key accounting leader to support month-end close, overseeing accountants & bookkeeping staff, and producing financial reporting packages. 

Further, this role acts as the liaison to your external accounting firm & legal counsel to ensure accuracy in reporting, compliance, overseeing audit & tax services. 

Speaking Engagements

Experienced national speaker and presenter on areas of startup venture finance, innovation, mission/purpose-driven ventures, and women's entrepreneurship.

​Favorite topics that share Karen's deep experience and which light up, inform, and engage a room (on-line or in-person):

- Social/Environmental Sustainability 

- Mission-Driven Startups

- Women's entrepreneurship

- Lean startup and innovation

- Ed-tech

- Finance is never too early in startups


Like what you see? Get in touch to learn more.

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