Financial and Strategic Support for Solopreneurs and Small Businesses


Providing hands-on financial guidance and strategic support for small business owners who need expert advice on specific challenges without committing to an ongoing fractional CFO relationship.

Services Include:

  • Strategic business planning and growth strategy

  • Pricing optimization for products and services

  • Vendor management and cost control

  • Budgeting, forecasting, and financial planning

  • Employee benefit negotiation and management

  • Expansion guidance (franchising, new locations, scaling operations)

  • Succession planning and ownership transition

  • Capital raising strategy and execution

  • Merger and exit preparation

This is ideal for

For small business owners and solopreneurs who:

  • Want trusted, ongoing financial support so they can stay focused on their core business

  • Are navigating strategic or high-stakes financial decisions

  • Are preparing for a capital raise, ownership transition, or exit

  • Engagement Structure

    Hourly or Monthly Retainer

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  • Iris is an outstanding choice for organizations that are too small to employ a full-time CFO but still want to ensure that their accounting and tax procedures are state-of-the-art.

    Iris quickly came up to speed on the accounting issues present for our particular business and reorganized our chart of accounts to produce meaningful and useful financial statements, which now inform our day-to-day business decisions. She also interfaced with our CPAs and redesigned our data capture process around a challenging accounting matter that needed to be addressed. Iris is very bright, personable, decisive, quick to grasp business issues, extremely efficient with her time, and an outstanding professional who is truly a pleasure to work with. She has made immediate and substantial improvements to our business in a very short time.

    — Jonathan Cohen, Joseph Cohen & Del Vecchio PC | Small Business

  • Iris is a miracle.

    Not only has her patient, clear, super-competent financial guidance removed almost all stress from running my business, she's also helped me to save so much money that it has more than paid for her fee! Highest possible recommendation.

    — Michael T. | Business Owner

  • We brought Iris in to improve the financial and accounting processes and procedures for my small business and she has been an invaluable resource.

    I have known Iris for more than a decade and I trust her implicitly as she has a high ethical standard. In addition to helping us on the financial side, Iris started diving into growth initiatives and became a strategic thought partner to me. I can recommend Iris without reservation to any company or individual. She’s a true gem.

    — Dr. Julia Getzelman, Founder & CEO of GetzWell Personalized Pediatrics | Small Business

Additional Offerings

Fractional CFO & COO Services

Transaction Advisory & Strategic Project Support

Board of Directors & Advisory Board Services