cLARITY BEHIND THE NUMBERS. DIRECTION FOR WHAT’S NEXT.

Applying corporate finance experience to growing businesses without the commitment of a full-time team

Schedule a Discovery Call

A 30-minute conversation to understand your business, your challenges, and where I can add value.

I work alongside business owners to analyze, interpret, and bring meaning to their financial data so they can make confident, informed decisions as they grow.

With over 15 years experience across finance, accounting and business operations, I go beyond surface-level reporting. I connect the numbers to the broader story of the business, identifying what’s working, where challenges are emerging, and how to move forward with intention.

From financial planning and analysis to operational insight, I translate data into clear direction.

As a finance professional and a business owner, I understand the weight behind financial decisions and how they impact the health of the business.

To ensure a high level of support, I work with a limited number of clients at a time.

HOW I WORK WITH CLIENTS

Flexible, high-touch financial support tailored to your stage of growth

Every engagement begins with a review of your financials to understand performance, identify gaps, and determine the right level of support.

VISIBILITY

Clarity & Control

For businesses that have data but lack clear insight into performance

Includes:

  • Monthly financial review and interpretation

  • Simplified, decision focused reporting

  • High-level cash flow visibility

  • Identification of key trends and gaps

DIRECTION

Planning & Guidance

For growing businesses making ongoing decisions and needing consistent financial input


Includes:

  • Everything in Visibility

  • Cash flow forecasting

  • Budget vs. actual tracking

  • Scenario evaluation (pricing, hiring, inventory, etc.)

  • Ongoing decision support

STRATEGY

Embedded Finance Partner

For businesses scaling, investing, or navigating more complex decisions

Includes:

  • Everything in Direction

  • Financial modeling

  • Profitability analysis

  • Strategic planning support

  • Deeper involvement in key business decisions


Targeted Areas of Support

Based on the initial review, some businesses require more focused work in specific areas

  • Financial cleanup & system organization

  • Forecast development

  • Profitability & cost analysis

  • Shopify data navigation & analysis

not sure where to start?

Let’s talk through your business, where things stand today, and what would be most helpful moving forward.

Or reach out directly at samantha@woodwardfin.com