A CFO-led review that surfaces what’s really happening in your numbers—with a clear, prioritized action plan. Delivered in two weeks. No ongoing commitment.
Something feels off
—but you can’t put your finger on it.
You’re carrying full responsibility for this business, and most leaders are doing it without the financial visibility they need; relying on people who weren’t built for this level of oversight.
Your bookkeeper and CPA handle what happened. Neither is watching what’s ahead — your cash flow risk, your control gaps, the numbers you actually need to decide with confidence. That’s the gap where businesses get hurt.
The Financial Health Diagnostic closes it. You’ll be able to:
“This is how every engagement I take on begins —because you can’t fix what you can’t see. Before any strategy, any forecasting, any decision-making support, we need an honest, accurate picture of where things actually stand. That’s not just a good starting point. It’s the only starting point.”
Financial Statements
P&L, balance sheet, and cash flow reviewed for accuracy, red flags, and performance insight beyond what happened.
Processes & Controls
Month-end close, reporting cadence, internal controls, and segregation of duties. Where are the gaps that create financial, operational, or fraud risk?
Systems & Team
Accounting systems and finance team structure. Where is complexity outpacing capability?
Within two weeks you’ll receive a written report and a live readout with Jessica—not a spreadsheet dump, but a clear picture of what’s happening, what it means, and what to do next. Your report includes:
Not an audit. Not a spreadsheet dump. The report is written for business owners who need to make decisions, not for accountants.
You’ll know your actual financial position, what to fix and in what order, and you’ll have a partner invested in helping you get there.
Financial problems rarely announce themselves. They build quietly in reconciliation errors, controls that haven’t kept pace, reporting that’s accurate but strategically useless. Without senior-level oversight, the consequences compound:
Free 30-minute call to understand your situation, confirm fit, and outline scope.
We align on scope, gather access to financial data and systems, and begin the review.
Written diagnostic report with risk register, opportunities, and action plan within two weeks.
Live walkthrough of findings. Ask questions, prioritize actions, and decide what comes next —with or without continued support.
Your CPA handles tax compliance and historical accuracy. This looks forward—at risk, controls, operational gaps, and whether your financial infrastructure can support your goals.
It fits most privately held businesses. A small number of highly specialized industries may not be a match—the discovery call will confirm.
Entirely your call. The report is yours to use however you choose—some clients continue with fractional support, others act independently. No pressure either way.
Recent financial statements (P&L, balance sheet, cash flow), budgets/forecasts and access to your bookkeeper or controller. We keep the lift on your end minimal.
The Financial Health Diagnostic is your first step toward financial clarity, confidence, and control. Book a free 30-minute discovery call—we’ll confirm fit before anything else.
Founder & Strategic CFO
Founder instinct builds companies. Disciplined financial leadership scales them.
I founded Niko Financial Consulting to help growth-stage founders move from instinct-driven decisions to structured, forward-looking financial leadership—without prematurely hiring a full-time executive.
This is a boutique firm by design. I work directly with founders and executive teams across industries, embedding financial clarity into the conversations that shape the future of the business.
This work is meaningful to me because it sits at the intersection of discipline and vision—protecting what has been built while enabling what comes next.
I’m drawn to growth environments—especially the moment when a business outgrows intuition alone.
That stage is exciting—and demanding. Decisions carry more weight. Complexity increases. And the margin for error narrows. So I take this responsibility seriously.
As my client’s partner, I view myself as an extension of the leadership team. I operate in high-trust environments, where financial transparency supports—not constrains—ambition. My role is to bring structure and clarity so founders can move forward with confidence. And feel empowered in their decision making, rather than overwhelmed.
My expertise spans both financial controllership and forward-looking strategic finance—allowing me to integrate discipline with growth.
How I work
Clients engage Niko Financial Consulting for experience and acumen—not just reporting.
You can expect:
Professional Background:
“Jessica is incredibly smart and brings a strategic perspective to every discussion. More than that, she understands how to collaborate well within a team environment.”
— Greg Vollmer, President, Encore Talent Solutions [Read the full testimonial]
Entering your next stage?
It may be time to move beyond founder-led finance into a more complex phase of growth, where disciplined financial leadership becomes your strategic advantage.
[Book a free 30-minute consultation]