Experienced support for complex decisions.
Strategy, finance, operations, and fractional leadership to help mission-driven organizations navigate change and build the capacity to move forward.
When keeping things moving leaves little room to move ahead.
When to bring us in.
✓ Funding changes or a budget gap without a clear plan.
✓ Growth that has outpaced your staff, processes, or financial tools.
✓ Major decisions without reliable forecasts or a shared understanding of risk.
✓ Roles with significant responsibility but unclear authority.
✓ Decisions that repeatedly return to one person.
✓ A leadership transition or a need for experienced executive capacity.
✓ Workloads that exceed what your team can reasonably sustain.
How we work.
Clear priorities. Practical implementation.
We help you understand the choices, set priorities, and put workable solutions in place.
✓ Understand. We start with your goals, pressures, and the decisions you need to make.
✓ Assess. We examine the finances, operations, roles, and processes relevant to the challenge.
✓ Plan. Together, we identify priorities, trade-offs, and a realistic path forward.
✓ Build. We work alongside you to put decisions into practice and establish clear ownership.
Each contractual or fractional engagement is shaped around your Organization.
When keeping things moving leaves little room to move ahead.
When to bring us in.
✓ Funding changes or a budget gap without a clear plan.
✓ Growth that has outpaced your staff, processes, or financial tools.
✓ Major decisions without reliable forecasts or a shared understanding of risk.
✓ Roles with significant responsibility but unclear authority.
✓ Decisions that repeatedly return to one person.
✓ A leadership transition or a need for experienced executive capacity.
✓ Workloads that exceed what your team can reasonably sustain.
How we work.
✓ Understand. We start with your goals, pressures, and the decisions you need to make.
✓ Assess. We examine the finances, operations, roles, and processes relevant to the challenge.
✓ Plan. Together, we identify priorities, trade-offs, and a realistic path forward.
✓ Build. We work alongside you to put decisions into practice and establish clear ownership.
Strategic & Organizational Consulting
When priorities compete, growth stretches your team, or decisions keep returning to one person, we help clarify what your organization can realistically accomplish—and how the work should be organized.
Together, we assess commitments against available capacity, identify where responsibilities and authority are misaligned, and establish who decides, who contributes, and who owns the next step.
Your engagement can include: a focused strategic plan, an assessment of staffing and capacity, clarified roles and decision-making authority, and an implementation roadmap with priorities, owners, and timelines.
Fractional COO & CFO
When an executive seat is empty or your organization needs more senior capacity, we step into an ongoing leadership role to help manage the work and move decisions forward.
As fractional COO, support can include coordinating operations, supervising staff, improving workflows, and leading cross-functional priorities. As fractional CFO, it can include overseeing budgets and cash flow, developing forecasts, preparing board reports, and helping leaders evaluate financial trade-offs.
Your engagement can include: an agreed portfolio of executive responsibilities, a regular leadership presence, financial and operational oversight, and hands-on accountability for implementation.
Financial & Operational Consulting
When funding shifts, a budget gap emerges, or your board needs a clearer picture before making a major decision, we help turn financial information into practical choices.
We examine revenue, expenses, cash flow, and the processes behind the numbers. Then we build forecasts and scenarios that show what different choices would mean for staffing, programs, and your ability to sustain the work.
Your engagement can include: an operating budget, cash-flow forecast, funding and staffing scenarios, board financial reports, and a plan to bring costs, workloads, and operations into alignment.
Change & Implementation
When you’re restructuring, adjusting to reduced funding, introducing new systems, or navigating a leadership transition, we help turn the decision into a coordinated process people can follow.
We map what will change, what needs to keep running, and who will be affected. Then we work alongside your team to sequence the work, communicate expectations, resolve obstacles, and adjust workloads as new practices take hold. A trauma-informed approach brings clarity, predictability, and opportunities for input throughout the process.
Your engagement can include: a transition or implementation plan, staff communications, revised workflows and responsibilities, updated procedures, and team training to help sustain the changes.
Turn the challenges into a workable plan.
Why Jen?
Experience across the balance sheet and the organization.
I’ve served as CFO of a business that grew from $12 million to $35 million in revenue, as a fractional COO and CFO, and as a founder and board treasurer.
That experience helps me connect financial decisions to operational realities: what your team can deliver, where work gets stuck, and what needs to change.
I bring both strategic judgment and hands-on support. Where useful, consulting engagements can include team workshops to help people put new leadership and management practices into use.
Highlights:
Client experiences:
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“Jen’s forecast modeling gave our trustees the clarity we needed to move forward on a $40 million affordable housing project. She translated complex financial scenarios into something our whole board could understand and act on. We made our decisions with confidence because of her work.”
— Maya Dunne, Maya Dunne & Associates, Chair of Trustees, Neighborhood Congregational Church Laguna Beach
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“Jen came in as our fractional COO and changed the trajectory of the company. She helped us raise $2.25 million, built the financial, operational, and production systems we needed to scale, and cut our production costs by 40%. We went into our growth phase on a foundation that could actually hold it.”
— Chris Boucher, COO, JuiceTiva