Helping service-based businesses build profitable, cash-flow-stable companies that support long-term vision and life beyond work.
Do you want to get better at managing your monthly financials but have no clue where to start?
Well look no further! I've created a simple 5 step process that you can easily follow every month!
Welcome to REI Finance!
Strategic CFO guidance for service-based businesses, including those operating in and around real estate.
We partner with owners and leadership teams who want more than reports and reactive advice.
Our work brings clarity to financial complexity, strengthens profitability, stabilizes cash flow, and supports confident, forward-looking decisions — so your business works for you, not the other way around.
How we support you:
- Turn financial data into clear, actionable insight
- Strengthen margins and improve cash flow stability
- Plan intentionally for sustainable, profitable growth
- Reduce financial stress and decision fatigue
- Build financial systems that support confident leadership
Who we work with :
Service-based businesses generating $0.5M–$10M in annual revenue that are navigating growth and financial complexity.
Our clients include:
-Coaches and consultants with teams
-Skilled trades and specialty contractors
-Real estate-adjacent service businesses
-Owner-led companies ready for CFO-level leadership
Curious what CFO Service is right for you?
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.
New on the blog...
Why a Fractional CFO is the Secret Weapon for Scaling Your Business
Discover how a Fractional CFO can become your business’s secret weapon — providing senior-level financial strategy, improving cash flow and profitability, and supporting smarter, sustainable growth without the cost of a full-time executive. Learn how this flexible approach gives you the financial leadership you need, exactly when you need it.
Creating an Effective Budget: Step-by-Step Guide
Learn how to create an effective budget that turns your business ambitions into a clear financial roadmap, helping you plan revenue, control costs, and make smarter decisions. By breaking the process down into practical steps and aligning it with your goals, this guide shows you how budgeting becomes a strategic tool for long-term success.
How to Simplify Your Finances in 2025: A Guide to Financial Organization and Cash Flow Management
Simplify your finances in 2025 with practical steps to organize your systems, automate key processes, and stay on top of cash flow and metrics for better financial clarity and growth. This guide breaks down essential financial organization and management strategies so you can work smarter, not harder, with your money.
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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