In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we're addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence.
Key Topics:
What led to the rebrand and why it matters
How the advisory landscape is shifting for small businesses
Launching the Willow Cultivator: a financial health check for business owners
Staying grounded in core values while growing as a team and brand
Links mentioned:
Willow Cultivator Assessment: willowcfo.com/cultivator
Learn more about fractional CFO services: willowcfo.com
