Wealth & Worth Within

Wealth & Worth Within Virtual CFO, financial consulting and strategy for business entrepreneurs who want to take control of their money, gain financial clarity and peace of mind.

Contact us to find out how we can help your business increase profits! What is a CFO? Chief financial officer is a senior corporate executive responsible for the overall planning and management of a company's financial affairs. Responsibilities include developing the company's budget, forecasting, cost-benefit analysis, leading new investment initiatives, tracking cash flow, analyzing company’s fi

nancial strengths/weaknesses and advising other executives on strategic matters relating to company finances. CFO plays a vital role in the company's strategic initiatives.

Congratulations to Forest Hills Lutheran Christian Schools, our Q1 winner!We're honored to support organizations doing m...
05/22/2026

Congratulations to Forest Hills Lutheran Christian Schools, our Q1 winner!

We're honored to support organizations doing meaningful work in their communities. FHLCS is building a foundation of excellence in education, and we're proud to celebrate their impact.

Learn more about their mission: https://loom.ly/utDH0ZA

Total profit is great until it's hiding where you're actually LOSING money.You've grown! You have multiple locations, se...
05/20/2026

Total profit is great until it's hiding where you're actually LOSING money.

You've grown! You have multiple locations, services, departments, or product lines now. Congratulations!

But if you're still looking at one bottom line number, you don't actually know what's working.

One strong location can mask two struggling ones. One high margin service can subsidize three that bleed cash. One department can drain profit while another carries the whole business.

This carousel breaks down why profit BY segment matters, when you need it, and what you're missing without it.

Swipe through if you're ready to stop guessing and start knowing where your profit actually comes from.

I joined Dr. Tom DuFore on the Multiply Your Success podcast to talk about when businesses actually need a CFO and, more...
05/18/2026

I joined Dr. Tom DuFore on the Multiply Your Success podcast to talk about when businesses actually need a CFO and, more importantly, how to make that relationship work once you bring one in.

Too many business owners wait until they're in crisis mode to get strategic financial leadership. Others hire someone with "CFO" in their title without understanding what expertise they actually bring to the table. I wanted to clear up the confusion and give business owners a framework for knowing when it's time and how to find the right fit.

Listen to the Full Episode
If you're wondering whether it's time to bring CFO level support into your business or you're not sure how to evaluate whether your current financial team is giving you what you need, this episode breaks it all down.

Tap the link in the comments below to listen to the full episode!

When structured correctly, variable pay rewards productivity and creates alignment between employee effort and business ...
05/14/2026

When structured correctly, variable pay rewards productivity and creates alignment between employee effort and business results. But when done wrong? You end up overpaying low performers and rewarding the wrong behaviors.

Your compensation strategy should reward results, not just presence.

Question for business owners: How do you currently tie pay to performance in your business? What's working? What's not?

Burnout pushed her out of clinical work. Systems helped her build a business that didn't require it.Nicole went from pra...
05/12/2026

Burnout pushed her out of clinical work. Systems helped her build a business that didn't require it.

Nicole went from practicing psychologist to business coach after realizing she'd built a practice that worked... but was also burning her out.

In this conversation, we break down:
→ The real cost of hiring (it's more than salary)
→ Why your pay structure might be sabotaging growth
→ How to build accountability into your team → The role of interns in scaling profitably
→ When to stop being the therapist and start being the CEO

This is for practice owners who are done spinning their wheels and ready to build something sustainable. Listen to our latest episode over on the CEO Financial Clarity Corner podcast or tap the link in the comments below!

05/10/2026
05/08/2026

Here's the tax mindset shift every business owner needs:

A higher tax bill ≠ a bad outcome.
A higher tax bill = you made more profit.

You keep a much larger percentage than you pay. That's the win.

I'm all for legal tax strategies and paying only your fair share. But let's not lose sight of the bigger picture: growing profit is the goal. Taxes are just proof you're succeeding at it.

Plan proactively. Manage strategically. And celebrate profitable growth even when it comes with a tax bill.

Attending the group practice conference was so much fun. It is even better and more special when you get to hang out wit...
05/06/2026

Attending the group practice conference was so much fun. It is even better and more special when you get to hang out with your client in person.

I had a great time speaking at the practice collab lab today. So many great questions and so much knowledge shared. Than...
05/01/2026

I had a great time speaking at the practice collab lab today. So many great questions and so much knowledge shared. Thanks for being such an engaged group.

Here's what I hear from group practice owners constantly:"I'm making more revenue than ever, but I'm taking home less pa...
04/27/2026

Here's what I hear from group practice owners constantly:

"I'm making more revenue than ever, but I'm taking home less pay."

"I don't know if I can afford my next hire."

"My practice feels profitable, but my bank account tells a different story."

I'm excited to be speaking at the Group Practice Conference hosted by the Practice of the Practice , May 4-5 2026.

I'll be sharing the financial frameworks I use with group practice clients to help them scale sustainably without sacrificing their margins or their personal income.

If you're a practice owner ready to move from reactive to strategic with your finances, I'd love to see you there.

Address

Virtual
Portland, OR

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