BUSINESS & FINANCIAL CONSULTING
Financial & Operational Clarity for Business Owners
While Clarity Financial Wellness is focused on helping individuals navigate complex financial transitions, we also work with business owners who need more structure, visibility, and clarity in their financial operations.
In many growing businesses, financial processes evolve organically, often living in spreadsheets, disconnected systems, or in the heads of a few key people. That can make it difficult to understand performance, manage cash flow, or make confident decisions.
Our role is to bring structure to what already exists, without overcomplicating it, so the business can operate more efficiently and scale with confidence.
Areas of Expertise
FINANCIAL INFRASTRUCTURE & PROCESS DESIGN
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Establishing a consistent monthly close process
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Improving financial reporting structure (P&L, balance sheet)
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Creating repeatable workflows that reduce friction and errors
PERFORMANCE & PROFITABILITY INSIGHTS
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Developing clear, actionable KPIs
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Understanding job-level or segment-level profitability
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Identifying key drivers of margin and efficiency
OPERATIONAL EFFICIENCY
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Evaluating existing workflows and handoffs
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Reducing reliance on specific individuals
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Creating more consistent, scalable processes
FRACTIONAL CFO/ CONTROLLER SUPPORT
(SELECT ENGAGEMENTS)
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Ongoing financial oversight and review
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Decision support and financial guidance
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A structured, reliable financial presence without a full-time hire
Who this is for
FOUNDER LED OR OWNER-OPERATED BUSINESSES
COMPANIES PREPARING FOR OR EXPERIENCING GROWTH
TEAMS LACKING STRUCTURE, VISIBILITY OR CONSISTENCY
Hello, I'm Stephanie
FOUNDER & FINANCIAL CONSULTANT
I bring more than 20 years of experience in corporate finance, investor relations, and operational strategy to my work with business owners.
Before launching Clarity Financial Wellness, I held senior finance roles at leading companies including Nasdaq, Thomson Reuters, MSCI, and Envestnet. I also served as VP and Head of Investor Relations at Olo and Krispy Kreme, where I worked closely with executive teams to improve financial visibility, refine performance metrics, and support strategic decision-making.
My background spans financial analysis, reporting, operational process design, and translating complex financial information into clear, actionable insights.
Today, I work with business owners to bring structure and clarity to their financial operations—helping them better understand performance, improve cash flow visibility, and build systems that support growth.
I’m based in Castle Rock, Colorado and hold an MBA in Finance.
My approach is practical, structured, and designed to work within how businesses actually operate day-to-day.
