My firm, North & Ivy, partners with small business owners who are done guessing. Cash flow planning, financial modeling, and fractional CFO advisory.
We don't file taxes. We help you understand your numbers, pay yourself on purpose, and build a plan that holds. Two ways to do that...
Fractional CFO biz strategy
Tax-Ready
Bookkeeping
Cash Corner Weekly Emails
Email support from a real person
Cash position tracking
Revenue tracked against last year
One consolidated report
P&L, balance sheet, and cash flow
Monthly bookkeeping
You just need the books handled so you can focus on the work. We keep them clean and organized, so when your tax person sends the long list of questions, you already have the answers.
Weekly Cash Corner Emails
Your personalized financial plan
Team, asset, and debt clarity
Service margin analysis
Working cash flow dashboard
Bookkeeping audit and cleanup
Six one-on-one CFO meetings
Six CFO-style meetings over 90 days. We turn your numbers into a roadmap you can actually use, and you leave with a new relationship with them. This is where everyone starts for deep convos and cash-focused results.
Learn MorE about North & Ivy
KElly
Jaci brings high-level strategy that helped me truly understand my costs and set clear goals. I didn't realize this kind of support was available to small business owners.
"Far more than bookkeeping."
KAthyryn
Her insight and strategic guidance have given us the clarity and confidence to strengthen our financial foundation and position us for sustainable growth.
"Jaci is a game-changer."
Jennifer
Like most medspa owners, I don't have a finance degree. Jaci has made all the difference in clarifying the business side for me. She's never made me feel like I couldn't ask a question.
"She makes me feel like I'm crushing it."
Four steps. None of them require you to have it figured out first.
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