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