For-Profit Businesses

Fractional Financial Leadership for Growing Businesses

Sheril Jalm provides part-time and contract-based financial services to support small to mid-sized businesses as they grow. With deep experience in finance, accounting, and strategic planning, she delivers high-level financial oversight—without the cost of a full-time executive.

From streamlining QuickBooks and managing cash flow to advising on growth strategy, forecasting, and M&A readiness, Sheril helps businesses gain clarity, control, and confidence in their financial direction. With Sheril as your financial partner, you get the expertise you need to scale—while staying lean and focused.

Schedule a complimentary call with Sheril today to find out if working together is the right solution for your business.


Services

  • Financial Strategy & Planning – Developing financial roadmaps, budgeting, policies and procedures and forecasting.

  • Cash Flow Management – Ensuring the company has enough liquidity for operations and growth.

  • Fundraising & Investor Relations – Helping to secure financing, manage investor expectations, and prepare financial presentations.

  • Profitability & Cost Optimization – Reviewing accounting systems (e.g. QuickBooks, Netsuite, Sage, etc.), Identifying areas to improve margins and reduce unnecessary expenses through auditing the areas.

  • Bookkeeping

  • Group Benefits – Providing group benefits benefits (Life & Health)

Operational Strategy

  • Business Needs Assessment

  • Financial & Operational Analysis

  • Revenue Maximization

  • Legacy & Exit Planning

Did you know 68% of small business owners hope to pass their business down to family, but only 36% have a plan to make it happen?

Are you in the 36%?

If so, I can help.