FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Heidi Petersen

Heidi Petersen


Marketing Manager
About

Heidi is the Marketing Coordinator for FocusCFO. Heidi is a passionate storyteller with a background of marketing and communication for small business, her love for the work driven by helping these businesses succeed. She is excited to continue to make an impact with small and medium-sized businesses through her work with FocusCFO.

Get to know Heidi’s other interests

Other Interests

  • Favorite books: 'Hitchikers Guide to the Galaxy' by Douglas Adams, ‘Dog Songs’ and ‘Why I Wake Early’ by Mary Oliver
  • Favorite vacation: Exploring the beautiful, ancient Portugese cities of Guimaraes and Porto or swimming with juvenile whale sharks in La Paz, Mexico
  • Favority activities: Walking by the ocean with my dog, or embroidering while binging Netflix

Before FocusCFO

Heidi has worked in a variety of industries—from gummy vitamins to luxury textiles—helping to tell the stories of what made these small businesses so special.

What attracted you to FocusCFO?

Throughout my career, I have been lucky to work closely with many small business owners. I have seen, first-hand, the dedication and passion they bring to their work and the benefits that their businesses bring to the communities. As the marketing coordinator for FocusCFO, I have the opportunity to connect small business owners with the support they need.

At FocusCFO, we help you direct your financial strategy and achieve your goals, giving you the freedom to change your life.

FocusCFO provides expert to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
pin-icon

Part of Your Team

Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
level-icon

C-Level Experience

Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
team-icon

Team Approach

Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.

THE VALUE PYRAMID PROCESS

Guiding entrepreneurs on the climb to building sustainable, transferable business value

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.

value
value-hover

4

value

Succession or Exit
Readiness & Attractiveness
Price/Multiple
growth-normal
growth-hover

3

growth

Planning
Risk
Revenue
Operating Rhythm
health-normal
health-hover

2

Health

Budgeting & Forecasting
Production & Operations
Banking & Capital
foundation-normal
foundation-hover

1

Foundation

Accounting Systems
Cash Flow Forecasting
Policies & Processes
Advisor Coordination
mbl-value-normal
mbl-value-hover

4

value

mbl-growth-normal
mbl-growth-hover

3

growth

mbl-health-normal
mbl-health-hover

2

Health

mbl-foundation-normal
mbl-foundation-hover

1

Foundation

shape1 shape2 shape3
shape1 shape2 shape3
shape1 shape2 shape3
shape1 shape2 shape3