CFO-Level Financial Leadership
Every Viticula engagement is built around you, your numbers, your goals, and the decisions you are actually facing. Here is how we work together.
Know what you need?
Every CFO Level Engagement Begins Here: The Lighthouse Framework
Most financial advice starts with your numbers.
Viticula starts with you.
The Lighthouse Framework is where every engagement begins. Strategy built without this foundation doesn't stick.
Before any financial strategy is built, we go through this four-step process together to ensure that every recommendation, forecast, and decision is rooted in your values, your vision, and the life you are actually building.
At the close of the Lighthouse process, you receive your Lighthouse Report, a premium, branded document that becomes the working foundation for your entire Viticula engagement. Every strategy session, quarterly review, and major decision is anchored to it.
How We Work Together
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Profit Pathway
60 minutes - A focused CFO diagnostic. Your financials are reviewed in advance, your top pressure points are identified, and you receive a written action plan with clear next steps.
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Financial Clarity Intensive
Best for founders at $500K - $3M
12 weeks for founders at a genuine inflection point. Includes a complete financial diagnostic, a six-month decision roadmap, and a financial operating system built for long-term clarity.
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CFO Advisory
Best for founders at $500K–$3M
Ongoing CFO-level thinking and accountability for scaling businesses that need a trusted financial partner without the cost of a full-time hire.
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CFO Partnership
Best for businesses at $5M–$50M
Strategic financial leadership for established and lower middle market businesses with $5M to $50M in revenue that are ready for a true CFO partner, with forecasting, planning, and decision support every month.
Not sure where to start?
If you're ready to stop guessing at your numbers and start making decisions from a place of clarity, let’s talk.
The Profit Pathway is the fastest way to get started.
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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
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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