Home22 – Meet Cat Holman

Elevate Your Business Value & Unlock Sustainable Growth.

Strategic financial leadership for established Southwest Florida business owners who are ready to increase profit, control cash flow, and make smarter business decisions.

Strategic Financial Guidance

Built for Profitability

Increase Profitability

Identify hidden profit leaks, optimize pricing strategy, 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.

What We Offer

Our 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

C-suite level financial leadership — without the full-time executive cost. Get the strategy, insight, and accountability of a seasoned CFO, tailored to 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

Meet Your CFO

Cat

Founder & Fractional CFO, Gulfside 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's helped businesses across Fort Myers, 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 who is invested in your success.

Why Gulfside CFO

Experience That Delivers Results

Years Financial Experience

0 +

Deep expertise across multiple industries and business sizes

Revenue Managed

$ 0 M+

Deep expertise across multiple industries and business sizes

Southwest Florida Focus

0 %

Local expertise in the unique dynamics of our regional market

CPA

CPA-Coordinated Approach

Seamless collaboration with your existing CPA or tax professional

“
Before Gulfside CFO, I had no idea where my money was going. Now I have a clear financial roadmap and we hit our profit goals for the first time in three years.

“
Cat is the real deal. She doesn't just organize your books — she helps you understand what the numbers mean and what to do about them. Game changer for our business.

“
We needed someone who could speak the language of a growing business. Gulfside CFO gave us the financial clarity to confidently pursue our expansion.

Where We Serve

Southwest Florida

We proudly serve established business owners across Southwest Florida, both in-person and virtually.

Fort Myers

Lee County Headquarters

Naples

Collier County

Bonita Springs

Lee & Collier County

Estero

Lee County

Cape Coral