CFO from the Heart – Debbie Rosenfelt

Your Virtual CFO With Heart

CEOs and business owners call me when they realize that traditional CFO services just won’t cut it.

I’m your virtual CFO with Heart because I provide a safe and judgment-free environment so you can understand what’s happening with your money.

I also mentor and provide pragmatic solutions so you know what to do differently in a way that works for you and your unique goals.

I help businesses calm the chaos and create peace of mind with how their money flows.

First, I clean up and organize your bookkeeping and create an easy-to-follow system that you can keep up with should you choose.

Once your systems are set up, I can either do one of two things:
Train you or someone on your team to implement things on a monthly and quarterly basis.
Provide monthly or quarterly support and main things for you.

As a small business owner with two jobs where I am constantly traveling, I have to put my trust in competent people to handle my income and expenses. After a bad experience with another bookkeeper that left my 2023 finances in complete disarray, Debbie with Your Virtual CFO with Heart was able to completely reconcile my bank and credit card statements in just a couple of weeks. Additionally, she discovered that my former bookkeeper was overpaying my state taxes, ultimately refunding my company nearly $10,000! She is pleasant, attentive, thorough, and most of all, responsive. Debbie quickly renewed my faith and put my anxiety to rest....... everyone should be so lucky to have her on their team.

Rick Wyant,

President and Founder,
WD Forensic, Inc.

Debbie was a pleasure to work with. She was tenacious yet caring about supporting the executive team and staff. Debbie is detailed oriented yet always keeps an eye on the financial strategy for the present and future. Debbie led her team to meet the demands of what was needed for the business and was diligent about finding solutions. She held a strong stake for Four Seasons Design and I appreciated her loyalty and contributions. I highly recommend Debbie as a leader, contributor, and stake holder to an executive level team.

John Borsini

Owner / CEO / President
4 Seasons Design, Inc.

I often have a waiting list for my CFO services.

To see if we’re a good fit, I invite you to schedule a call with me and I’ll give some recommendations so you can start creating more peace of mind with your finances.

Your Virtual CFO With Heart

Schedule a Complimentary Conversation