Business Finance

Financial structure that supports mission and sustainability.

Fractional CFO Services

Strategic clarity without the full-time overhead.

This service provides financial structure and leadership support for small businesses and nonprofits. We help you understand your financial picture, plan for sustainability, and make grounded decisions that align with your mission and operational needs.

Schedule a Free 30-Minute Consultation →
Ongoing Support with
Budgeting and forecasting that support strategic planning
Operational clarity through financial analysis
Sustainability guidance for long-term stability
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Light Bookkeeping & Systems

Clean books. Clear decisions.

Simple, reliable bookkeeping support for businesses and nonprofits that need clean records and consistent maintenance. We organize your books, maintain your system, and create a foundation for thoughtful financial decisions.

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Key Highlights
Up-to-date bookkeeping with tidy, accurate records
Monthly or quarterly maintenance that prevents backlog
Foundational reporting that supports better decisions
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Business Financial Coaching

Clarity for everyday decisions.

Business Financial Coaching supports leaders navigating spending choices, operational questions, and financial uncertainty. We explore habits, review reports, and build confidence around the daily decisions that keep your organization running.

Schedule a Free Consultation →
ongoing support with
Everyday financial clarity for operational choices
Support understanding statements and cashflow patterns
Grounded guidance for spending and habit formation
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Vision & Values Facilitation

Purpose and alignment, brought into focus.

This facilitation process helps founders, boards, and teams articulate their mission, vision, and core values with clarity. It’s especially useful during growth, transition, or conflict—helping organizations reconnect to purpose and direction.

Schedule a Values Conversation →
A single-session with
Mission and vision clarity during shifts or growth
Values articulation to guide culture and decisions
Alignment support for leadership and teams
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Explore other services.

Planning, investments, and financial strategy.

Investments & Wealth

Money Coaching

Planning, investments, and financial strategy.

Workshops & Speaking

Planning, investments, and financial strategy.
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There are no warranties implied.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.  

STUDIOi, LLC is a registered investment adviser located in Arizona. STUDIOi, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. STUDIOi, LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of STUDIOi, LLC’s website on the Internet should not be construed by any consumer and/or prospective client as STUDIOi LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by STUDIOi, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of STUDIOi, LLC, please contact the state securities regulators for those states in which STUDIOi, LLC maintains a registration filing. A copy of STUDIOi, LLC’s current written disclosure statement discussing STUDIOi, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from STUDIOi, LLC upon written request. STUDIOi, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to STUDIOi, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser, and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

“Simplify” is a core value of STUDIOi, no investment strategy can guarantee any type of result, including simplicity.  

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