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Simple Financial Strategies

Running your own business is incredibly rewarding, but let's be honest, the financial side can be tough. Do you ever feel...

  • Confused? Maybe sales look good on paper, but cash flow feels tight, and you're not sure why.
  • Stressed? Worried about your company's financial health but feel like you have no one truly trustworthy to talk to about it?
  • Overwhelmed? Maybe even a little behind or embarrassed that you don't have a firmer grip on the numbers?

You're not alone. Many successful business owners feel this way. Your focus is on building your business; ours is on making the finances clear and simple for you.

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Empowering Your Business with Strategic Financial Management

Our Financial Advisory Expertise

Accounting Services

Having clean books that are regularly updated and reviewed by a CPA provides good data to make solid financial decisions.  We take the stress out of keeping the books in good shape.  

Fractional CFO Services

Rich Story CFO offers tailored fractional CFO services to businesses looking to harness expert financial guidance without the full-time cost. Our experienced professionals work closely with your team to provide strategic insights, tax planning insights, help optimize financial operations, and drive sustainable growth.

Cash Flow Management

Effective cash flow management is crucial for the success of any business. At Rich Story CFO, we assist organizations in maintaining a healthy cash flow by implementing best practices, forecasting future financial needs, and ensuring you have the resources to meet your business goals.

Financial Analysis and Reporting

Gain clarity and control over your financial data with our comprehensive analysis and reporting services. Rich Story CFO provides detailed reports and analysis to help you understand your financial performance, enabling informed decision-making and better business planning.

Accounting Services

Ongoing accounting provides up to date data for business owners to gain power over their finances.

Starts at $1,000/month

Accounting Services Features

  • Monthly Reconciliation of Bank/Credit Accounts
  • CPA Review and Advisement of Critical Accounts, such as Tax Liabilities, AR and AP
  • Financial Statement Preparation
  • Monthly Meeting with Financial Review Points

Power Session

Offered as a one time assessment of your financial health. This is designed for us to do an initial deep dive of your financials and systems and give you some tangible goals to work towards.

$3,000-$5,000/session

Power Features

  • Discovery Meeting
  • Comprehensive Financial Health Review
  • Quick Wins Summary Report

Foundation Plan

Ideal for businesses seeking on going in-depth financial guidance. This plan implements cash flow strategies and KPI monitoring for the business owner to feel in control of their financial direction.

$3,000-$5,000/month

Foundation Features

  • CFO Core Report
  • Standard Cash Flow Monitoring
  • Core KPI Tracking
  • Goal Tracking
  • Tax Planning Insights
  • Monthly Financial Review Meeting
  • Limited Ad Hoc Support
Team of financial advisors discussing cash flow management strategies.

About Rich Story CFO

Rich Story CFO is a fractional CFO advisory firm dedicated to empowering small to midsize businesses with financial clarity and improved cash flow management. Our team of seasoned financial experts works closely with businesses across various industries to provide personalized, strategic financial guidance. We pride ourselves on our ability to turn complex financial data into actionable insights, helping our clients achieve stability and growth. Rich Story CFO is your trusted partner in navigating financial challenges and seizing new opportunities.

Meet Our Expert Financial Team

Hi! We're Jeff and Emily Aberle. We believe that understanding your finances shouldn't feel like decoding a secret language. It should tell a story of how you're going to accomplish your personal goals. That's why we started Rich Story CFO – to bring clarity and a personal touch to your financial journey.

What Brings Us Together:

At Rich Story CFO, our goal is to take the stress out of the finances and make it accessible and simple for you. We want to be your partners in building a clear and successful financial story. 

We're excited to learn your story and see how we can take your finances from stressful to successful.

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Jeff Aberle

Jeff has 15 years of experience in finance and operations strategy with large companies -- helping them grow their revenue, control costs, forecast demand, and analyze project profitability. Think of him as someone who can look at the big picture and help prioritize goals and align effort with impact. In his free time, Jeff loves to see the world, with over 50 countries and 6 continents visited so far! 

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Emily Aberle

Emily has also been in the finance world for 15 years, focusing on accounting, payroll, and keeping the books in tip-top shape. She's a CPA (so she's a certified expert in all things accounting) who has focused on helping small/medium businesses in all kinds of industries make strategic financial decisions and prepare for tax season. Emily has a knack for looking at the financial details and figuring out how they can help drive your overall strategy. Outside of work, she loves to travel and is quite the cook!

Get in Touch with Rich Story CFO

We’re here to help your business thrive financially. Whether you have questions about our fractional CFO services or need assistance managing your cash flow, our team is ready to provide the support you need. Fill out the contact form below, and a member of our team will get back to you promptly.