Elevate Your Business Value & Unlock Sustainable Growth
Strategic financial leadership for established Southwest Florida business owners who are ready to increase profits, control cash flow, and make smarter business decisions.
Your CFO
Cat Holman
What We Offer
Services
From high-level financial strategy to day-to-day bookkeeping—we cover everything so you can focus on running your business.
Fractional CFO Services
From high-level financial strategy to day-to-day bookkeeping—we cover everything so you can focus on running your business.
- Strategic financial planning & forecasting
- Cash flow management & optimization
- KPI development & performance dashboards
- Budget creation and variance analysis
- Business valuation readiness
- Banking & investor relationship support
- Exit planning & growth strategy guidance
Professional Bookkeeping
Accurate, timely, and fully managed bookkeeping so your financials are always clean, current, and ready for decisions—or for your CPA.
- Full-charge professional bookkeeping
- Monthly financial statements & reporting
- Accounts payable & receivable management
- Payroll processing & compliance
- Sales tax preparation & filing
- QuickBooks setup, cleanup & training
- Year-end close & CPA coordination
Where We Serve
Southwest Florida
We proudly serve established business owners across Southwest Florida, both in-person and virtually.
Fort Myers & Fort Myers Beach
Lee County
Naples & Marco Island
Collier County
Bonita Springs
Lee & Collier County
Estero
Lee County
Cape Coral
Lee County
Surrounding Areas
Sanibel & Captiva Islands
Meet Your CFO
Cat Holman
Founder & Fractional CFO
Cat is the founder of Gulfside CFO and brings over 15 years of financial leadership experience to Southwest Florida’s business community. As a seasoned CFO and CPA-coordinated strategist, she has helped businesses across Fort Myers, Fort Myers Beach, Naples, and beyond unlock sustainable profit growth.
Her mission is to give established business owners the financial clarity and strategic insight they deserve—without the cost of a full-time CFO. Cat partners with you as a trusted financial advisor invested in your success.
Why Gulfside CFO
Experience That Delivers Results
Deep expertise across multiple industries and business sizes
Revenue managed across multiple industries and business sizes
Local expertise in the unique dynamics of our regional market
CPA
CPA-Coordinated Approach
Seamless collaboration with your existing CPA or tax professional
Strategic Financial Guidance
Built for Profitability
Increase Profitability
Identify hidden profit leaks, optimize pricing strategies, and implement financial controls that directly improve your bottom line.
Control Cash Flow
Gain clarity on where your money is going with forecasting, budgeting, and real-time cash flow dashboards built for your business.
Make Smarter Decisions
Stop guessing. Get clear financial data, KPI tracking, and a strategic partner who helps you understand the numbers behind every major move.
Get Started
Contact Gulfside CFO
Ready to take control of your financials? Schedule your complimentary one-hour strategy session today.