Financial reporting printouts and a fountain pen on a dark green desk

RW Strategy Services

Fractional CFO | Financial & Operational Leadership

Experienced financial and operational leadership, without hiring a full-time executive.

RW Strategy Services brings financial control, clear visibility into cash and profitability, steady people leadership, and practical operating discipline to growing owner-led businesses — without the cost of a full-time executive.

Request an introductory call

20 minutes to discuss your business and whether RW is the right fit.

Get the Vacation Rental Financial Checkup

Experience and scope

15+ yrs: Financial and operational leadership
$1M+: Budgets managed
Up to 300: Workforce supported on HR and payroll
Up to 50: Team members led directly

Selected leadership results

Property operations

79% to 100%

During eight years of operational leadership at a mobile-home community, increased occupancy from 79% to 100% and maintained full occupancy for three years.

Financial leadership

~$320K

Helped a multi-state vacation-rental business reduce annual expenses by roughly $320,000 while keeping operations running through significant financial pressure.

Business performance

~15% / ~5%

Across prior leadership roles, helped businesses improve revenue by about 15% and profitability by about 5% through stronger financial controls, operating discipline, reporting, and people leadership.

Results reflect a combination of RW Strategy Services client work and Rebecca Warren’s prior executive leadership. Organizations are anonymized for confidentiality. Results vary and are not guarantees of future performance.

Who this is for

Established or growing owner-led businesses that have outgrown the way their finances are currently run.

The pattern is familiar: revenue is up, the books were built for tax filing, reporting arrives late and raises more questions than it answers, and cash decisions get made on instinct. A full-time CFO is not the right fit yet, but the judgment one brings is already needed. That gap is where this practice works.

Industry specialization

Specialized experience in hospitality, restaurants, vacation rentals, real estate, property management, and other property-based and service businesses.

Those sectors bring their own problems: seasonal cash, tipped and hourly payroll, funds held on an owner’s or guest’s behalf, per-property reporting, and margins that move week to week. That experience is a specialty, not a limit — the practice works with established and growing owner-led businesses in any industry.

For vacation-rental owners and managers

Vacation Rental Financial Checkup

A practical checklist for property profitability, owner and guest funds, OTA payouts, seasonal cash, payroll, and reserves.

Find the gaps, gather the right reports, and choose your next three financial priorities.

What I do

Seven ways I work with owners

Accounting System Review

A structured look at how your books are kept, where the numbers break down, and what to fix first.

QuickBooks & Management Reporting Setup

A properly structured QuickBooks file and a monthly reporting pack built for decisions, not compliance.

Cash-Flow Forecasting

A rolling forecast that shows what cash looks like weeks and months ahead, not just what happened last month.

Fractional CFO Support

Ongoing senior financial leadership on a recurring cadence, without a full-time executive salary.

Trust Accounting & Financial Controls

Review and strengthening of how client or owner funds are received, held, reconciled, documented, and paid out.

People Operations, HR Systems & SOPs

Policies, hiring and exit processes, role clarity, and written procedures — connected to what the business can actually afford.

AI-Assisted Workflow Implementation

Practical automation applied to the repetitive finance and admin work that eats your team's week.

Not sure where yours starts?

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See what you’ll receive

Demonstration sample - fictional business and invented figures. Not a client result.

Sales are coming in. Why is cash still tight?

A focused QuickBooks review and historical cash-flow analysis turns your numbers into plain findings and practical next steps. Here is what that looks like for a fictional business’s March.

01
Understand your numbers
Fictional March results
Sales
$30,000
Operating expenses
− $24,000
Operating profit
$6,000
02
See where cash goes
Fictional March cash movement
Opening cash
$10,000
Cash collected
+ $22,000
Operating cash payments
− $24,000
Loan principal and owner draws
− $2,000
Closing cash
$6,000
Profit does not include loan principal or owner draws, and revenue earned ($30,000) is not the same as cash collected ($22,000).
Assumptions: operating expenses equal operating cash payments; no taxes, depreciation, or other cash movements.
03
Know what to tackle first
Suggested review steps
- Review receivables aging and expected collection dates.
- Compare upcoming bills and payroll against expected receipts.
- Review how owner draws and loan principal are classified.
These are observations to look into, not verified errors. Findings are confirmed with you before anything changes, and no outcome is promised.

View the sample findings

Illustrative only: payments due in the next 10 days total $9,000, against closing cash of $6,000.

That points to a possible $3,000 gap if no customer receipts arrive before those payments go out. It is not a confirmed shortfall — actual due dates and expected receipts should be confirmed before taking action.

Scope: one business, three months of organized records. Review and planning only — excludes bookkeeping cleanup and tax, audit, or legal advice.

A 13-week cash-flow forecast is included only in higher packages, not the basic review.

Introductory review packages start at $95.

View Review Packages on Fiverr

What changes

Clear financial systems

Books structured so the numbers mean something and close happens on schedule.

Reliable reporting

A monthly pack that answers the questions you actually ask about the business.

Cash-flow visibility

A rolling forecast that shows pressure weeks ahead, not after it arrives.

Practical operating process

Documented routines that survive turnover and can be handed to your team.

Client perspectives

Client Reviews

Have you worked with RW Strategy Services? Your honest feedback is welcome.

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Tell me what the numbers aren’t telling you.

Hire RW for accounting oversight, a cash-flow review, or STR financial support. Start with a 20-minute introductory conversation about what your business needs.