Who are we?
When it feels like the financial side of business is like being forced to eat your broccoli, Fitnancial Solutions is your ranch dressing. We are a boutique fractional CFO and tax strategy practice with a modern approach for today’s online business owner. We are currently 100% remote and paperless. Our client portfolio consists of service-based businesses located nationwide. Our small client portfolio enables us to deliver a deep, high-touch service designed to optimize financial performance and tax savings while maintaining attention to detail.
Our Core Values
Everything anchors to the client’s goals
What may seem like an optimal or lucrative strategy may not align with the priorities of the business owner.
Our value is transformational, not transactional.
Value doesn’t come in the form of tax returns and financial statements. Value comes in peace of mind, strategy, and security.
We work with clients, not for them.
We must communicate proactively and respond promptly. We also expect clients to actively participate in the journey and enable teamwork.
Meet our President and Founder
Shannon Weinstein began her career in Boston as a CPA working for a Big 4 firm in audit. After several years and various consulting and technical accounting roles, she worked as a Director in technical sales for a workflow software company selling to accounting firms.
While this provided valuable and diverse experience, Shannon knew that serving small business owners would be the most rewarding way for her to use her skills and experience.
Fitnancial Solutions was founded in a Zumba class where Shannon was an instructor, and other instructors were asking her for help with tax questions. She soon realized there was a need for her skills in the market and started a business.
Since then, Fitnancial Solutions has grown into a reputable digital firm and serves business owners in a variety of service-based industries. Shannon splits time between a home in Connecticut and a home in Costa Rica. Her biggest goal for her firm is enabling her team to have the same location and time freedom while delivering unmatched client service.