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We help business owners, like you, grow and scale their companies through our Business Financial Coaching and Fractional CFO services.
The PKeys Method™ goes beyond financial rehabilitation, to equip you with the tools, knowledge, and confidence to run a business that is both profitable and sustainable for years to come. By partnering with a PKeys financial expert, you can finally stop stressing over the numbers and focus on what you love and do best!
The result?:
Precious freedom that comes with more money, time and options.
We are passionate about helping business leaders thrive!
We understand that managing finances and navigating transitions can be challenging, whether you own a startup, a growing business, or an established company. Our mission is to empower business owners by providing expert financial guidance and strategic insight to help you achieve your goals.
The world needs visionaries like YOU, don’t burn out from trying to handle everything alone!
A business financial coach helps entrepreneurs and business owners overcome and eliminate financial overwhelm. Your coach will help you navigate and take ownership of your business finances, supporting you with executive level accountability, ensuring that you stay on track to accomplish your goals. Through coaching, you will be able to confidently manage your business finances, make data-informed decisions and be well on your path to prosperity.
At PKeys, we help business owners, like you, take back control and return to the CEO seat where you belong through our Business Financial Coaching and Fractional CFO services. Your goals are our North Star, and we will collaborate with you to grow a business that supports your dreams! We know that business finance is deeply personal, and our coaches go beyond implementing a financial management system. We will coach you to improve your money mindset and remove blocks, while collaboratively tailoring a plan driven by your values and dreams to help you move your business from its current state to where you want to go.
A Fractional CFO, also known as an Outsourced CFO, provides high-level financial management and strategic planning on a part-time or project basis. This service is ideal for businesses that require expert financial advice but do not have the need or budget for a full-time CFO.
PKeys can further serve you by offering tailored solutions that meet your unique business needs for a fraction of the cost of a full-time CFO. With our Business Financial Planning and Fractional CFO services, you can have the expertise and support you need to navigate the complexities of financial management without the expense of a full-time CFO.
It may be time for you to hire a CFO if you’ve led your company to achieve impressive revenues, yet still find yourself struggling to use your financial data to make informed decisions. Expert CFO guidance will bring the strategic financial leadership needed to lift your company to the next level of achievement and substantial growth, improve margins, and reduce debt.
Working with a PKeys fractional CFO will grant you the strategic advantages of working with a financial expert, without the heavy overhead costs. You will gain clarity, financial perspective, increased profitability, growth and strategic leadership all at a fraction of the traditional cost of hiring a full time CFO.
PKeys will remove the financial fog in your business, and give you a clear pathway to prosperity: financial freedom and clarity from increased revenue and greater profits. Let PKeys untangle any financial clutter and overwhelm, so you can leave the financial doubts and indecision behind.
Partnering with PKeys, you’ll gain a clear action plan and visibility into what is coming down the financial pipeline. You will have an understanding of how the business decisions you’re considering would impact your company’s revenue, profitability, cash balances, future cash flows, and taxes.
Our financial experts can help you overcome limiting beliefs and mindset shifts while simultaneously helping you with optimizing profits, revenue growth, protecting your cash flows, working capital management, key performance indicators (KPIs), strategic tax planning and so much more!
PKeys empowers you to make confident business decisions, and supports you with expert financial guidance to help you avoid surprises while navigating the evolving financial landscape.
Accountability is our expertise. We will partner with you, to hold you accountable and ensure you’re following through on your financial goals.
Fair warning: this is a commitment that involves regular check-ins and tough conversations when needed.
You will have Executive Level Accountability Coaching, action plans, and your very own client portal to track progress - giving you the support you need to achieve your milestones.
We’ll provide tools and guidance to help you predict your cash flow and make informed spending decisions. You’ll gain clarity on how much cash you’ll have and when.
You’ll get simplified, actionable insights that help you make decisions without needing an accounting degree (we’ve got you covered!).
Together, we’ll work hand-in-hand to create realistic budgets and financial plans that align with your goals and help you avoid surprises.
We’ll provide a trusted advisor who can help you navigate big decisions (like hiring, expanding, or securing funding) with confidence.
We’ll conduct a profitability analysis to help you identify which products, services, or clients are most profitable and where you might even be losing money.
We will help you navigate exit planning pathways, including strategies and preparation for the sale of your business, and steps needed for securing a legacy through your business.
Keys to Prosperity
The PKeys Method™ is a systematic framework that unlocks the next level of achievement for your business. Our method is continuously evolving and growing with you, like a flywheel. We believe that continuous improvement is key to financial success.
You will gain a clear roadmap to get you from your current state to your desired future state for both you and your company. PKeys will guide you through strategic actionable choices, unlocking the door to prosperity for you and your business.
PKeys is here as your executive peer for decision making, accountability and financial leadership to get you from where you are to where you want to be. Let us hand you the keys needed to unlock capacity, including more time and cash. You will gain more control over your business and level-up your company’s growth with less risk.
Let’s stop your business from running you and get you back in control of running your business!
PKeys will be your executive peer and accountable authority, bringing the financial leadership you’ve needed to level up your business. We will help you confidently navigate your business’ financial landscape and support you from a top-down view.
You will finally be able to manage your business confidently and release the stress and burden of financial uncertainty. PKeys partners with you to understand your personal goals and purpose, then we collaborate to define your purpose-aligned business strategy.
With PKeys on your team, you’ll know you are making data-informed decisions and are on the clear path to desired success and prosperity.
Driven by purpose, we don’t just work — we create value that matters
Embracing life-long learning, growth, and improvement
Empowering others is key to meaningful transformation
Hi there, I’m Liz – your new business coach, strategic financial planner, and fractional CFO. My goal is to be your spark generator!
I am excited to partner with you in achieving your goals and would be honored to be your trusted financial advisor. I’m a Finance Expert who is ready to demystify your numbers, while providing accountability and financial leadership to help you make informed decisions for your company.
Why work with me? I am a CPA, Financial Industries Professional, and Accountability Coach with over a decade of well-rounded experiences across Big 4 Audit Consulting, Fortune 50 Corporate Financial Control, HR & Talent Development, Financial Reporting, Investment Banking Program Governance, Product Management, Data Analysis, and Project Management. I am thrilled to offer strategic financial coaching, guidance, and bespoke solutions to entrepreneurs, business owners, and NFP leaders.