Strategic Financial Advising & Planning
for socially conscious businesses
Empowering Sustainable Growth
Financial & Bookkeeping Services
Fractional CFO
Our financial services are tailored to meet your unique business needs, allowing you to confidently make decisions backed by data. Financial visibility through cash flow forecasts, budget planning, and trend analysis offers the insight you need to help your business thrive.
Bookkeeping
Let us handle your monthly bookkeeping tasks so you can focus on your core business activities. Our services include maintaining the general ledger, reconciling bank accounts, and preparing financial statements to maintain accuracy and compliance in your financial documentation.
Financial Consulting
Feeling stuck or finding it hard to begin? This collaboration enables business owners to retain financial control while gaining the insights and assistance of a financial expert. It's an ideal choice for those looking to proactively handle their finances without fully outsourcing them.
Process
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Money stories are a universal part of our lives, often shrouded in shame, guilt, and self-loathing. To reclaim your power, it's essential to let go of self-judgment and forgive yourself. At our no judgment zone, we help you discover a ritual that speaks to your soul and nurtures your financial well-being. Our collaborative approach aims to provide you with clarity about your current financial situation. Remember, this work is a continuous journey, and we're here to support you every step of the way.
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Now it's time to gain absolute clarity on your vision, break down the steps to get there, and step into your true calling. Let's work together to reverse engineer your path to success, so you can confidently move forward towards your goals. With our guidance, you'll discover how to fulfill your purpose and unlock your full potential. Start taking action towards what you were meant to do, and let us help you achieve your dreams.
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By reviewing your financial numbers every month, you'll have the necessary information to make informed decisions with confidence. You've put in the hard work, so take a moment to thank yourself and celebrate your successes. However, it's also vital to integrate and honor yourself with rest, always prioritizing self-care to maintain your momentum. Together, we can help you achieve financial stability while maintaining a healthy work-life balance.
Practical finance meets practical magic. We take a supportive and collaborative approach to help you align your financial metrics and benchmarks with your values. Our goal is to empower you to feel confident and good about your business finances.
The Alchemy Framework, is designed to help you go from feeling overwhelmed and frustrated with your finances to feeling excited and empowered. We firmly believe in putting our money where our heart (and mouth) is.
“The money stuff can be so scary and confusing and shame inducing for business owners, but Courtney is a fairy and magician and money anxiety whisperer that handles it in a way that makes you feel powerful, competent and capable to reach your goals. Can’t recommend her highly enough.”
Crystal the Oracle crystaltheoracle.com
“Working with Courtney took me from financial shame to financial planning. I was scared to work with someone because my books were a mess. She came in judgment-free and helped me get organized and on track!”
Meliea Black
Courtney Shaughnessy, CEO & Founder
Courtney, a financial consultant with 18 years of experience, specializes in collaborating with small businesses to align their financial goals and values. She empowers leaders to prioritize financial success and social responsibility, aiming for a balance that leads to sustainability. Courtney's background includes roles in finance and accounting, with a focus on strategic, data-driven decision-making for responsible growth.
