#167: The Evolution & Future of Willow Virtual CFO
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#167: The Evolution & Future of Willow Virtual CFO
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Narrated by:
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By:
About this listen
In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence.
Key Topics:
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What led to the rebrand and why it matters
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How the advisory landscape is shifting for small businesses
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Launching the Willow Cultivator: a financial health check for business owners
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Staying grounded in core values while growing as a team and brand
Links mentioned:
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Willow Cultivator Assessment: willowcfo.com/cultivator
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Learn more about fractional CFO services: willowcfo.com
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.