Financial Strategy — Not Just Bookkeeping

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Financial Strategy

With Abbey on board, Saint Impact Ventures is officially expanding into bookkeeping and financial operations. When you work with us, you're not just getting a COO to help you run your business — you're getting a CFO to help you understand it.

Together, we can look at the full picture: how your operations are affecting your bottom line, where you're leaving money on the table, and what needs to shift so your business can actually sustain you.

What's included:

  • Monthly bookkeeping and reconciliation

  • Cash flow tracking and forecasting

  • Financial reporting you can actually understand

  • Strategic guidance on pricing, profitability, and planning

This is the kind of holistic support women-owned businesses deserve. And honestly, it's the kind of support I needed as a founder, too.

  • For: Small business owners who need clean, consistent books and the peace of mind that comes with knowing your numbers are right.

    What's included:

    • Monthly bookkeeping and reconciliation

    • Categorization of all income and expenses

    • Monthly financial statements (P&L, balance sheet)

    • Year-end clean books ready for your CPA

    • Email support for quick questions

    Best fit if you're a solo operator or small team who wants to stop dreading tax season and finally have books you can trust.

  • For: Business owners who want more than clean books — they want to actually understand what the numbers mean and use them to make decisions.

    Everything in The Essentials, plus:

    • Monthly strategy check-in (30 min with Abbey)

    • Cash flow tracking and forecasting

    • KPI dashboard tailored to your business

    • Budget vs. actual reporting

    • Priority email support

    Best fit if you're scaling past six figures, preparing for a grant or funding round, or tired of making decisions based on gut feel instead of data.

  • For: Growth-stage businesses that need a fractional CFO without the full-time cost.

    Everything in The Growth Plan, plus:

    • Bi-weekly strategy sessions with Abbey

    • Pricing, profitability, and margin analysis

    • Financial modeling for new offers, hires, or expansions

    • Funding-readiness support (grants, loans, investors)

    • Quarterly business reviews with Carol + Abbey (ops + finance, together)

    Best fit if you're making real decisions about hiring, expansion, or funding — and you need someone in the room who understands both your operations and your finances.