Financial Clarity For Wellness & Service-Based Businesses
Fractional CFO, Financial Strategy & Bookkeeping Services
Your numbers shouldn’t feel overwhelming. We help wellness and service-based business owners understand their finances, gain clarity around cash flow and profitability, and make smarter business decisions with confidence. From bookkeeping to fractional CFO support, we’re here to help you build a stronger, more profitable business.
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Meet Alison
Alison Wright is a Fractional CFO and Financial Strategist with more than 17 years of accounting and financial experience. As a QuickBooks Platinum ProAdvisor, she founded Financial Shift to help wellness and service-based business owners gain clarity around their finances, improve profitability, and make confident business decisions.
At Financial Shift, we believe business owners deserve more than accurate books—they deserve a trusted financial partner who can help them understand their numbers and use them to grow. Our goal is to simplify the financial side of your business so you can focus on serving your clients, increasing profitability, and building a business you love.
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You Don’t Have to Navigate Your Finances Alone
We partner with wellness and service-based business owners to provide the financial clarity, strategy, and support needed to grow with confidence.
From bookkeeping to Fractional CFO services, we’re here to help you make informed decisions every step of the way.
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Kind Words From Clients
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Kris & Jill
“Knowing our numbers and the peak months, helped us to time our marketing efforts better, resulting in more leads, and MORE SALES! CFO for the Day was the best decision we’ve made!”
– KRIS CROWLEY & JILL BUNNY, REFRAME YOUR BRAND
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Taylor Stonack
“Alison makes money feel easy. She presents my financials to me in a digestible way so I can make decisions strategically and thoughtfully for my business that will make me more money.”
– TAYLOR STONACK, SWEET POTATO SOCIAL
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Cassidy Dickens
“Working with Alison has been such a wonderful experience. I was 8 months behind and incredibly embarrassed about how disorganized my books had gotten, but Alison was so patient, reassuring, and thorough. She helped me get caught back up in just a couple of short weeks and even sent me video walk-throughs to help me understand all my numbers. I ended up getting a surprise $1500 tax return! So all in all I paid less than ¼ of what I paid last year in taxes, even though I made more money! Magical, indeed.”
– CASSIDY DICKENS, COPYWRITER & SONGWRITER
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Italia Elena
“I’ve recently hired Alison as my CFO and am already amazed at everything she has done for me. She answers my questions quickly and clearly and is super patient. She also holds me accountable and gives me (gentle) pushes to get the information she needs over to her so I can stay organized. I’m so excited to be working with Alison. I already feel energized and ready for the future. She’s taken a load off my shoulders!”
– ITALIA ELENA, 6-FIGURE LAUNCH COPYWRITER & STORYTELLER
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Stephanie Streit
“I reached out to Alison in a panic. With the tax filing deadline quickly approaching and my profit and loss looking crazy, I knew I needed help. I can’t stress enough how incredible Alison is! With her clear expertise, she had my bookkeeping cleaned up and ready to go in just two days. To say I was impressed is an understatement. This was my first time hiring a Virtual CFO for bookkeeping services and I highly recommend Alison. She is a joy to work with. Alison, thank you!”
– STEPHANIE STREIT, OWNER, OPERATIONS BOSS
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Tori Cerrina Coyle
“I was in DESPERATE need of a bookkeeper. Drowning in numbers during each tax season and really just needed help. Working with Alison has been THE BEST DECISION OF MY LIFE. I immediately felt a massive weight off my shoulders. I hired her for both a bookkeeping clean-up as well as regular maintenance of my business finances and I honestly don’t think I could live without her services now. She’s efficient, organized, friendly, and keeps you on track. Hire her and watch the magic and ease she brings to you, your business, and your sanity!”
– TORI CERRINA COYLE, WEB AND GRAPHIC DESIGNER
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Faye Calangian
“It is a pleasure working with Alison. The quality of the work is unmatched. She has been helping me with my business finances for about a year now and I have to say that I am thoroughly impressed with her work! She does a thorough job and she is extremely prompt in answering any questions I may have. I highly recommend her services! Thanks Alison!”
– FAYE CALANGIAN, OWNER & FOUNDER OF CREATE, SHARE, EDUCATE
FEATURES & PRESS
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Ready to Gain Clarity and Confidence in Your Numbers?
Running a business is challenging enough without wondering where your finances stand. Whether you need bookkeeping support, strategic financial guidance, or Fractional CFO services, we’re here to help you understand your numbers, improve profitability, and make confident business decisions.
Let’s talk about your goals and how Financial Shift can help support your growth.
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