Fractional CFO For Female Founders

At Abundantia Advisory, we're more than your average accounting firm—we're your all-inclusive financial partner, dedicated to helping women-owned businesses like yours thrive. As a female founder, you deserve a financial team that understands your unique challenges and is genuinely committed to your success. That's why we've developed a comprehensive suite of services with a personalized approach designed to support you every step of the way, from day-to-day financial management to long-term strategic planning.

Keep reading to discover how Abundantia Advisory can show up for you and your business. Whether it's handling your bookkeeping, navigating the complexities of taxes, or providing expert guidance on critical financial decisions, we're here to demystify the world of finance and help you take control of your financial story.

Bookkeeping, accounting, consulting, and more

Founder, Owner, Investor

We love working with passionate, purpose-driven female entrepreneurs committed to making an impact. If you're tired of navigating the world of startup finances on your own, eager to scale your profits to new heights, or ready to make smart, impactful decisions that align with your values, you're exactly who we're looking for. You need a financial partner who truly understands your unique challenges and is 100% committed to helping you succeed on your terms. If that sounds like the support you crave, we can't wait to work with you and make money magic together.

Before we dive in, let's make sure we're the perfect match

kind words from Wise women

Reedie, Spa Owner

“It’s a stress relief knowing that this is taken care of and I can now see what the business is doing financially to make informed decisions. I love your knowledge and all of the info you share that educates me and helps me know you’re legit.”

It’s So Much More Than Books

There are many moving parts when it comes to business finances, but smart CEOs know the key to financial success is cohesion and simplicity. That’s why we keep everything in-house—keeping your accounting, bookkeeping, and financial consulting needs connected and aligned. We believe that financial literacy is the foundation of success, and we're dedicated to empowering you with the knowledge and tools you need to thrive.

An all-inclusive one-stop shop for your business finance needs

You’re a CEO — It’s Time Your Bank Account Looked Like It

Reach Out When You Want...

You want to see your bank account grow consistently without sacrificing your values or vision

The peace of mind that comes with knowing your taxes are handled by experts

To take well-deserved time off without worrying about financial consequences

Financial strategies and insights tailored to your unique goals and challenges

A trusted partner who empowers you with clear, actionable financial education


Fractional CFO

Our CFO Package is designed for the CEO generating at least $20,000 of revenue per month ($240K/year) and is ready to take their business to the next level with strategic financial guidance and support. We act as your trusted business ally, providing world-class analysis, cash flow forecasting, custom KPI tracking, tax strategy, and monthly executive strategy sessions to help you reach your goals. Each package is customized to your specific needs, but all packages include:

SIGNATURE PACKAGE

Starting investment: $1500/month

Fractional CFO

Our CFO Package is designed for the CEO generating at least $20,000 of revenue per month ($240K/year) and is ready to take their business to the next level with strategic financial guidance and support. We act as your trusted business ally, providing world-class analysis, cash flow forecasting, custom KPI tracking, tax strategy, and monthly executive strategy sessions to help you reach your goals. Each package is customized to your specific needs, but all packages include:

SIGNATURE PACKAGE

  • Detailed financial analysis and reporting
  • Cash flow forecasting and management
  • Custom KPI tracking and performance optimization
  • Customized tax strategy and preparation
  • Monthly executive strategy sessions

Additional add-on services include:
  • Sales tax nexus determination/support
  • Payroll support via Gusto
  • S Corp compliance
  • Inventory analysis

Starting investment: $1500/month

Business Compliance

Ideal for businesses generating at least $7,500 per month ($90K/year) in revenue who want to ensure their financial records are accurate, compliant, and tax-ready. We handle your bookkeeping, provide P&L analysis, prepare your taxes, and offer quarterly strategy sessions and optional tax strategy. Most bookkeepers won’t touch taxes, but we understand they’re one of your biggest expenses which is why you’ll see it as part of this package. Includes:

BOOKKEEPING

STARTING INVESTMENT: $795/MONTH

  • Categorization and reconciliation of transactions
  • Profit & Loss (P&L) analysis
  • Tax preparation
  • Quarterly strategy sessions
  • Twice yearly tax strategy review to avoid unwanted surprises at tax time

STARTING INVESTMENT: $795/MONTH

Business Compliance

Ideal for businesses generating at least $7,500 per month ($90K/year) in revenue who want to ensure their financial records are accurate, compliant, and tax-ready. We handle your bookkeeping, provide P&L analysis, prepare your taxes, and offer quarterly strategy sessions and optional tax strategy. Most bookkeepers won’t touch taxes, but we understand they’re one of your biggest expenses which is why you’ll see it as part of this package. Includes:

BOOKKEEPING

Tax Preparation

For business owners who only need tax preparation services, we offer a limited number of annual tax-prep slots. Our tax preparation service is available for sole proprietors, real estate investors, C and S Corps, and individuals. Prices start at:

*Please note that prices may increase based on the complexity of your tax situation, and this service does not include tax strategy.



JUST THE BASICS

STARTING INVESTMENT
  • Individuals: $495
  • Sole proprietors: $795
  • real estate investors: $795
  • C and S Corps: $995

Transforming Figures To Futures

Your financial journey is about more than crunching numbers—it's about understanding the story they tell and using that knowledge to shape your future. By diving deep into your financial data and learning how to strategically utilize it, you can break through barriers and achieve goals that once seemed out of reach. With the right education, guidance, and support, you'll have the power to turn your financial insights into the business, life, and wealth you've always wanted. We exist to help you do that better and faster—so you have more time and energy for your out-of-office priorities.

It all starts with numbers

Questions

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

We're uniquely qualified to support women-owned businesses because we’re founded by a fourth-generation entrepreneur and second-generation female founder. Our founder brings two decades of expertise as a CPA, working with businesses of all sizes, and a deep understanding of the unique challenges and opportunities women entrepreneurs face. We combine this financial expertise with a genuine commitment to empowering women through financial literacy, helping them take control of their finances and become unstoppable forces for change in their businesses, families, and communities.

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

Protecting your sensitive financial data is our top priority (we’re compliant with the FTC Safeguards rule). We’ve implemented robust security measures, including PTIN Security Certification, which involves managed IT services, VPN, and secure portals. This ensures that your information remains completely safe and secure as long as you don't email it to us directly. We take data privacy extremely seriously, so you can rest assured that your confidential details are in very responsible hands.

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

Not at all. While we're more than happy to handle your business and personal tax needs, we're also willing to collaborate with your existing tax accountant. In that case, we'll provide them with all the necessary information and documentation from your business to ensure a seamless tax filing process for your personal return.

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

You're welcome to keep your current bookkeeper on board. However, they'll need to provide us with your financial data in the specific format and timeline we require for our analysis. Typically, QuickBooks Online works well, but your bookkeeper must handle the accounting in a way that aligns with our needs.

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

Each of our services requires a minimum 12-month commitment. This allows you to have the best experience possible. However, if you are unhappy with your services or need to disconnect, we allow you to terminate with a 30-day notice (with services paid during that period) for proper off-boarding. You will not receive tax preparation if you terminate before making at least 6 months of payments

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

No, we are not financial advisors. However, we work closely with our client's financial advisors to ensure that any retirement contributions or investment decisions are handled correctly from a tax perspective. Our role is to provide the financial data and analysis that enables you and your advisor to make fully informed decisions. However, if you are in need of an advisor, we are happy to recommend a few we love.

+ To see your bank account grow consistently without sacrificing your values or vision

+ How do you keep my data safe?

+ Do you do taxes?

+ Do I have to use you for taxes?

+ What if I already have a bookkeeper?

+ How long are your contracts?

+ Do you handle sales taxes?

+ Are you financial advisors?

+ Do you outsource work overseas? 

+ Do you work with men?

Absolutely not. Cutting costs on client work is a hard pass. Our employees and contractors are US-based and most have CPA licenses. Your dollars support US-based families. Our only requirement for our contractors outside of being US-based is that they support women's rights and equality for all.