Our Mission

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Our mission is to provide small and medium size business with access to executive level financial leadership to maximize competitive advantage for the fraction of the cost.  

While working with multiple clients in the Sarasota area, we have noticed the need for the fractional CFO services. An outsourced or fractional CFO is a part-time CFO for small and medium size companies. It is a cost-effective way for small businesses to utilize the services of a Strategic professional financial professional, without the commitment, or costs of a full-time hire.  Thanks to cloud-based technologies, fractional CFOs have recently become accessible to even the smallest companies.  

Our services are a fraction of the cost of hiring a full-time CFO. The strategic solutions we offer are designed to enhance cash flow, maximize corporate value, and reduce risk. We are not afraid to roll up the sleeves and jump right into finding solutions that support and grow your business.    

“It takes an entrepreneur to fully understand one”. Katie founded Sarasota CFO when she saw a need for many start up and small businesses to have access to executive level expertise. “I see many businesses fail even before they had a chance to get off the ground running since the owners are trying to wear too many hats instead of focusing on the business. Small business often lack financial plan and the tools to manage cash and overall profitability of the venture until it’s too late. I envision Sarasota CFO to be that outsourced trusted advisor for business who are not ready to hire a full time controller or CFO yet.”

Katie is a licensed CPA with years of experience in public and private accounting. Prior to founding Sarasota CFO, Katie served as CFO at Mercedes Scientific, a national medical distribution company located in Lakewood Ranch, Florida. She was responsible for all the daily financial functions of the company. Katie started her finance career in public accounting and spent her first five years in public accounting with the accounting firm Kerkering, Barberio,  & Co performing outsourced accounting and tax functions. Katie holds a B.S. in Accounting from the University of South Florida. 

When she is not working, Katie enjoys spending time with her family out and about beautiful Sarasota area, at the beach, and exercising. She is also an avid reader and a fan of inspirational and self-development books. She has been involved with Junior League of Sarasota, an organization promoting voluntarism and improving community, serving on various committees including Fund Development and Community Grants.