Wealth & Worth Within, LLC

Fractional CFO & Financial Management for Growth Minded Entrepreneurs

Financial consultant (show on map)

5.0

★★★★★

2 reviews

Fractional CFO and financial management services helping business owners improve cash flow, plan smarter, and build wealth.

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About

At Wealth & Worth Within, we help business owners improve cash flow, plan smarter, and build wealth — without the stress. Our mission is to empower you to take control of your finances, grow profits, increase cash reserves, and reward yourself with deserved earnings — paving the way for personal wealth creation. We

believe in a people-and-profit balance, where financial clarity and ease support both your business goals and your well-being. Founded by Carla Titus, our team brings 10+ years of expertise in corporate finance, CFO consulting, and financial strategy to deliver fractional CFO support, forecasting, and bookkeeping tailored to your industry.

7 years in business with 150+ business owners served

$50M+ revenue managed for clients

10-40% profit growth and 2-4x revenue growth track record

Team members with 10+ years of corporate finance expertise

People-and-profit balance philosophy

Fractional CFO model making financial leadership affordable

Industry specialization in healthcare, nonprofits, and professional services

Services

Chief Financial Officer Services

Affordable financial help for businesses including strategic planning, budgeting, cash flow management, profitability checks, KPI creation, and financial dashboards.

Strategic planning Budgeting Cash flow management Profitability checks KPI creation Financial dashboards

Forecasting & Projections

Financial planning and strategy services offering clear insights, understanding of business value, and expert advice while addressing risks and growth opportunities.

Annual Business Budget Planning Mid-Year Financial Review Financial Modeling Services

Professional Bookkeeping

Precise transaction categorization and reconciliation with regular income statement delivery using QuickBooks Online proficiency to ease tax preparation.

Transaction Categorization Bank Reconciliation Monthly Income Reporting QuickBooks Online

Credentials & Certifications

Certified Public Accountant (CPA) — Michelle

Reviews

Rating

★★★★★

Reviews

"Carla is incredible."

Frequently Asked Questions

What industries do you specialize in? +

Healthcare practices, law firms, nonprofits, professional services, e-commerce, CPG, retail, and service-based businesses.

What financial services do you offer? +

Fractional CFO services, financial forecasting, budget planning, professional bookkeeping, financial modeling, and mid-year financial reviews.

How does the forecasting and projection process work? +

The process is a collaboration between the client and our CFO. We ask questions to gather necessary inputs, provide recommendations based on your business model and industry, and create pro forma financial projections together.

Do you provide editable financial models? +

We provide editable files for revisions only by your CFO. After final delivery, we provide a copy that allows the client's edits to maintain service integrity during the engagement.

What makes Wealth & Worth Within different? +

We combine 10+ years of corporate finance expertise with a people-and-profit balance approach, empowering entrepreneurs to grow profits, increase cash reserves, and build personal wealth without stress.

Who is the CEO and founder? +

Carla Titus, a finance professional with a 17-year background in corporate financial planning, analysis, strategy, and CFO consulting.

What qualifications does the team have? +

Every team member brings at least 10 years of expertise in their respective fields. Michelle is a Certified Public Accountant (CPA) and former corporate controller.

Can I book a free consultation? +

Yes, Wealth & Worth Within offers free calls to discuss your financial needs and how their services can support your business.