I help small business owners and real estate operators understand exactly where their money is going, protect cash flow, and make confident financial decisions.
Do you feel like you’re working harder than ever but have no idea if you’re actually making money?
I’ve been there. As a business owner myself I know exactly what it feels like to pour everything into your business and still wonder where the money went. That anxiety of not knowing your true financial position — the frustration, the sleepless nights, the feeling of “we are working so hard and not getting ahead” — it’s real. And it causes you to miss opportunities because you’re too worried about spending money even when the opportunity is right in front of you.
That’s why I do what I do.
Knowing your exact financial position at any given moment is not a luxury — it’s vital.
It’s the difference between reacting to your business and running it. Once I got clear on my own numbers everything changed — I went from that same frustration and uncertainty to building a business I eventually sold for multiple seven figures. Financial clarity didn’t just reduce my anxiety. It changed the trajectory of my business entirely.
I want that for you too.
What I offer
These are guidelines, not fixed rates. New businesses pay less. Your investment depends on the complexity of your business — we’ll figure out the right fit together.
About Wendi
I’m Wendi, founder of PVI Financial and a fractional CFO and bookkeeper serving small business owners and real estate operators. I’ve spent the last 8+ years deploying over $4M in capital as a private lender, underwriting deals, analyzing cash flow, and structuring acquisitions. I also built and scaled a business to a multiple seven-figure exit over 10 years — so I understand what it takes to grow something, protect your margins, and make the financial decisions that actually move the needle. Whether you’re running a small business, acquiring a property, or scaling an operation, I bring the same analytical rigor to your numbers that I’ve applied to millions of dollars in business and real estate transactions.
Don’t just take my word for it
“Before working with Wendi my finances were a complete mess! I hadn’t filed taxes or kept up with my books in years and I had no idea where my business stood. Wendi came in, cleaned everything up, and helped me create a plan to pay off all my debt, and scale my business. In just 10 months I more than doubled my revenue! For the first time I know exactly what my business makes and where it’s going. Hiring Wendi has been life changing.”
— Traci, Owner, Excavation Company, Oregon
Here is what you get every month
This is a sample piece of the monthly 3-page CFO report delivered to every client. Clear metrics, forward-looking cash analysis, KPI tracking, and written commentary with specific action items — so you always know exactly where your business stands and what to do next.
Let’s Talk
Thanks for being here. Whether you’re just getting started or ready to take control of your finances, I’d love to be part of your journey. I look forward to working with you. ~ Wendi
PVI Financial 