CFO Services

Get your business finances in order so you can do the work you love without financial stress or shame.

Apply now

You’re a solo-business owner passionate about your work & vision.

• You want the freedom and flexibility of being your own boss, without the endless financial pressure and uncertainty.
• You want to know what your biz can afford without getting lost in the weeds of financial data.
• You want to level up your life and/or biz, without that nagging feeling that you’ll never be able to make enough money to get what you REALLY want or need.
• You want a world where money flows in service to LIFE… not death, destruction and genocide.
• You want to contribute resources generously to causes you care about, without neglecting your own needs.
• You want amazing self-employed BENEFITS (paid time off, vacation, health insurance, retirement), without the headache of figuring out how to do it all by yourself.
• You want to take a sabbatical or parental leave, without fear of running out of cash.
• You want people to receive your truest most incredible gifts, without feeling resentful about over giving or underpricing.
• You want to make GREAT money, without feeling like a bad person.

Maybe you’ve been in the dark with your finances because…

You’re not sure what to do, or who to hire to help you. Maybe you’ve tried or looked into…

• Bookkeepers and CPAs who zero in on the fine details, but don’t always show you how the numbers connect to the big picture of your life goals, needs, desires, and decisions.
• Spiritual money guides who focus on money mindset and manifesting, but do not make the connection of how to practically manage your money.
• Financial professionals who speak in jargon that’s hard to understand, try to sell you products you may not need, and might make you feel even more out of place, disconnected, discouraged, and disempowered for existing or working outside the norm.
• CFOs who typically require sky-high rates & salaries and may have expertise that is beyond what you actually need at this stage of your business.

But when you work with me, as your Fractional CFO…

• I help you get clear on what you and your business actually need to feel comfortable and run smoothly, and then help you to meet those needs with the decisions you’re making about your programs, pricing, and offerings.
• I help you price out your DREAM life, and help you see the stages to getting there, so you know what you’re aiming for and aren’t stuck in the scarcity of “it’ll never be enough.”
• I help you land on numbers that are directly connected to the things you REALLY want; not the things people tell you you should want.
• I accept where you are at, and do not shame you for not being “further along.” No one teaches you this stuff or requires you to know it before you start your business. It’s okay if you’re unsure or “don’t know what you don’t know.”
• I celebrate the heck out of you for showing up to do this work and remind you that you getting clarity on your finances is better for everyone in your life.
• And if at any point in this process, your nervous system is dysregulated or you have big emotions coming up, we pause. We tend to what is arising, without apology. And I help you connect to stability and safety in your body before we go on.

Sound better than all the other options? Let me introduce myself…

Hi, I’m Jodi McLaren

I’m living proof that being in deep service to co-creating a better world without neglecting yourself and your financial needs is possible.

After 6+ years of helping dozens of self-employed people set up financial systems that work, I’ve learned the most important thing about running a financially sound business isn’t just money-mindset, or tracking the nitty gritty details… it’s getting clear on what you desire for your life and knowing what you need financially to experience it.

Because your work in the world matters, and you being resourced financially enough to offer it matters! Because you deserve to know when you are making enough, so you’re not caught in a cycle of perpetual hard work that never feels like it pays off.

And real talk? Because your shame and fear will not change lives and culture, it will only allow the parts of our culture that are toxic to continue to go unchecked, and that’s not good for any of us.

That’s why I’m offering Fractional CFO services to self-employed business owners who are passionate about creating a better world without shame or fear about how it’s all going to work financially. We need you resourced and empowered to make great decisions, so you become living proof that inspires others to be empowered and resourced TOO.

Ready to DO THIS?! Apply now

“Realistically, it would cost me tens of thousands of dollars in disorganization, late fees, stress from not saving for taxes or allocating my cash flow properly, or miscalculating how much something would cost me if I didn’t have Jodi in my corner. (#ADHD problems, lol.) Jodi is the easiest, safest, most predictable 10x investment I’m making. Go hire her ASAP if you’re ready to take your money game to the next level.”

CFO Starter Pack

CFO Starter Pack details

In our work together, you’ll get clarity about:

Needs

Know what you and your business need to thrive and why it matters that you have money. This is the foundation for clear pricing & great decisions.

Cash flow

Organized business & personal accounts means you know what money you have available for specific purposes. No more decision fatigue around money.

Rituals

Doing money tasks doesn’t have to be boring; create your own rituals (or SOPs) for more delight while you stay on track.

Rhythms

No more starts & stops on your money management. We automate what we can, and schedule/delegate the rest.

Benefits

Who said benefits are just for full-time employees? You are your own boss, and you get to prioritize paid time off, retirement, and health care.

Debt

Your self-worth is NOT tied to your debt. If you have debt, we’ll come up with a repayment plan. If you take on debt, you’ll do so with clarity; no shame.

Real results

In 3 months, you’ll have:

• An organized cash flow system that pays you, your biz expenses, and your taxes.
• Easy steps to follow to keep your financial life healthy.
• An experienced CFO inside your business to help you make financial decisions.

And you’ll feel the clear & clean connection between your powerful work, and the money that flows in service to you, your clients, and the culture and world we want to live in.

Ready to feel empowered and supported with me as your CFO? Apply now
No payment or commitment needed to apply.

What past clients are saying

“My coaching business has taken a turn for the BEST with the support of Jodi and her awesome Money Coach skills! Jodi helped clarify and create systems that I could show up for with ease and grace that made it exciting to manage all the money details AND contributed towards a financial tracking coherency that helps me feel like a strong CEO and bad ass boss bitch. I know what I make. I know what I spend. I know how to pay myself, and how to pay my business. I have amazing spreadsheets to use for the rest of my life that are actually fun and easy! If you are feeling intimidated about the ins and outs of running your business and managing all aspects money… Jodi can help!”

FAQs

My approach

• Shame free: your finances do not reflect your worth. Period.
• Body-based somatic approach: money trauma is real and you may feel it in your body around certain tasks/topics. I can help you build in ways to regulate your nervous system and release money trauma responses if they arise in our sessions.
• Anti-capitalist values of abundance, reciprocity, and sustainability; not scarcity, exploitation, and never-ending growth. (Props to Bear Hebert for teaching about these values in their anti-capitalist pricing course: Freely.)
• Doability is key. Our money plans will be doable!
• Queer positive: embrace your unique life desires & don’t worry about the “norms.”

“I loved working with Jodi as a money coach. We worked together to file my backlog of self-employment taxes, and she approached it all with love, focus, and not a hint of judgmentalness. I would hire her again in a heartbeat and recommend her work without hesitation. If you’re avoidant about money and overwhelmed by your finances, you want Jodi on your team.”