Alchemy Financial
Strategic financial consulting for socially conscious businesses.
Services
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Fractional CFO
Our financial solutions are tailored to meet your specific needs and help you make informed decisions. We offer cash flow forecasting, budget creation, trend analysis, and reporting packages to provide you with the insights you need to succeed. Our team has the expertise and experience to guide you through the complexities of financial planning.
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Monthly Bookkeeping
Outsource your monthly bookkeeping to us and free up your time to focus on your core business activities. Our services include general ledger maintenance, bank account reconciliations, and financial statement preparation. We ensure that your financial records are accurate and compliant with regulations. Contact us today to learn more about how we can support your business growth by streamlining your bookkeeping process.
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Ask A CFO
Feeling stuck or struggling to get started with your accounting needs? We offer a limited number of "pick our brain" calls FREE each month where we provide guidance on a range of accounting topics. Whether it's setting up Quickbooks, answering specific accounting questions, or providing other accounting-related support, we can help.
Grounded in Values, Driven by Advocacy, Soaring in Impact: Your Path to Business Success that feels good.
Process
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Money stories are a universal part of our lives, often shrouded in shame, guilt, and self-loathing. To reclaim your power, it's essential to let go of self-judgment and forgive yourself. At our no judgment zone, we help you discover a ritual that speaks to your soul and nurtures your financial well-being. Our collaborative approach aims to provide you with clarity about your current financial situation. Remember, this work is a continuous journey, and we're here to support you every step of the way.
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Now it's time to gain absolute clarity on your vision, break down the steps to get there, and step into your true calling. Let's work together to reverse engineer your path to success, so you can confidently move forward towards your goals. With our guidance, you'll discover how to fulfill your purpose and unlock your full potential. Start taking action towards what you were meant to do, and let us help you achieve your dreams.
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By reviewing your financial numbers every month, you'll have the necessary information to make informed decisions with confidence. You've put in the hard work, so take a moment to thank yourself and celebrate your successes. However, it's also vital to integrate and honor yourself with rest, always prioritizing self-care to maintain your momentum. Together, we can help you achieve financial stability while maintaining a healthy work-life balance.
Practical finance meets practical magic. We take a supportive and collaborative approach to help you align your financial metrics and benchmarks with your values. Our goal is to empower you to feel confident and good about your business finances.
The Alchemy Framework, is designed to help you go from feeling overwhelmed and frustrated with your finances to feeling excited and empowered. We firmly believe in putting our money where our heart (and mouth) is.
“The money stuff can be so scary and confusing and shame inducing for business owners, but Courtney is a fairy and magician and money anxiety whisperer that handles it in a way that makes you feel powerful, competent and capable to reach your goals. Can’t recommend her highly enough.”
Crystal the Oracle crystaltheoracle.com
“Working with Courtney took me from financial shame to financial planning. I was scared to work with someone because my books were a mess. She came in judgment free and helped me get organized and on track!”
Meliea Black mindyourbirth.com
Courtney Shaughnessy, CEO & Founder
With 18 years of experience in finance and accounting, Courtney has dedicated her career to empowering visionary and values-driven business owners to thrive and grow their bottom line so they can share the wealth. She believes that true success goes beyond profits and requires creating meaningful change. As a financial consultant, Courtney specializes in collaborating with small businesses that share this vision and work to align their financial goals with their values.
In her role, Courtney empowers business leaders to make informed decisions that prioritize both financial success and social responsibility. While some businesses focus solely on maximizing profits, often at the expense of their employees and the environment, Courtney believes that it's possible to achieve both financial success and social impact. Her goal is to help businesses achieve this balance, leading to long-term sustainability and success.
With her diverse experience and specific skills in integrating operations and accounting, Courtney is well-equipped to help businesses make strategic, data-driven decisions that drive responsible growth. She began her career as an analyst for HSBC Mortgage Services and worked as a Controller for over a decade in the construction and real estate industry. Courtney holds a Master's in Accounting from Chapel Hill.
