Stop growth from turning into a cash crunch.
We help 7-figure service businesses running on projects and backlog prevent six-figure cash strain during scale — by mapping hiring, payroll, and revenue against when cash actually hits the bank.
Welcome to REI Finance!
Strategic CFO guidance for growing service businesses that run on projects and backlog..
We partner with owners and leadership teams who are busy, growing, and doing good work — but are starting to feel the financial pressure that often comes with scaling.
As teams expand, payroll grows, and projects stack up, cash doesn’t always move at the same pace as revenue. That’s where we come in.
Our role is to help you stay ahead of cash pressure, improve profitability, and make confident growth decisions before small financial issues turn into big ones.
How we support you:
-Forecast cash based on backlog, hiring plans, and payroll timing
-Identify margin leaks across projects and services
-Plan hiring and growth without creating cash strain
-Turn financial data into clear operational decisions
-Build financial systems that support scaling with control
Who we work with :
Service businesses typically generating $1M–$10M in annual revenue that operate on projects, contracts, or recurring service work.
The businesses we support:
-Project-based consulting and advisory firms
-Design, marketing, and creative agencies
-Skilled trades and specialty contractors
-Real estate-adjacent service companies
-Other growing service businesses managing teams and projects
Hi, I'm Stefanie
I’m a CPA and the founder of REI Finance, a strategic CFO firm partnering with service-based businesses navigating growth and financial complexity. After more than a decade in corporate finance, I stepped into entrepreneurship to build something more intentional, for both my family and the clients I serve.
Today, I lead a team providing CFO guidance to business owners and leadership teams helping them improve profitability, stabilize cash flow, and make forward-looking decisions with confidence.
My role is to ensure our work delivers insight, foresight, and oversight so our clients can build resilient, profitable businesses that support their long-term vision.
MY PERSPECTIVE
Financial Clarity is WEALTH PROTECTION
When leaders don’t have a clear view of profitability and cash flow, growth becomes risky instead of empowering. Strategic financial management provides the insight and foresight needed to make confident decisions, adapt early, and protect both the business and the life it supports.
How we can help you
CFO-Yourself
Designed for early-stage service-based businesses that are still managing their finances in-house. We help you build a strong financial foundation by teaching you the systems, structure, and key metrics needed to understand your numbers and make informed decisions (without overcomplicating things).
Fractional CFO Services
For growing service-based businesses (typically $1M+ in revenue) that already work with a bookkeeper and tax accountant, but need deeper insight and strategic guidance. We step in as your CFO partner—helping you improve profitability, stabilize cash flow, manage risk, and plan confidently for what’s next.
This is our core offering and ideal for leadership teams navigating real financial complexity.
Full Suite Financial Management
For service-based businesses that want a fully supported financial function without building it in-house. Fractional CFO leadership remains at the core, supported by trusted bookkeeping and tax partners to ensure your financial ecosystem is aligned, accurate, and decision-ready.
Ideal for businesses seeking clarity, consistency, and a coordinated financial team as they scale.
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Before I started working with REI Finance I was in a constant roller coaster of emotions around my finances. I was constantly having to be reactive and I didn't have the clarity around what I could afford. Stefanie is extremely thorough and is really good at what she does. Through her deep dives on our numbers and partnering with her in my business, I have been able to gain the confidence to know exactly what I should focus on every month. She has helped me to start looking forward in my business and that has really helped me sleep better at night!
- Erika Brown, Real Estate Coach
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