FINANCE TRANSFORMATION CFO - WELLNESS INDUSTRY
Your Mission Is Too Important to be Held Back by a Finance Function that Can’t Keep Up.
I help founder-led wellness companies modernize finance operations, build the systems that scale as fast as their mission, and lead the people carrying the change through it with confidence, not fear.
CPA - TEXAS | CMA CERTIFIED | 20+ YEARS FINANCE LEADERSHIP | ICF CERTIFIED COACH - STANFORD NUTRITION
HR LEADERSHIP - PEOPLE DEVELOPMENT | NETSUITE - QUICKBOOKS - ERP MIGRATION | INVENTORY MGMT
Six Questions That Tend to Point at the Real Problem
A DIAGNOSTIC WORTH RUNNING
In twenty-five years inside finance departments at growing companies including consumer brands, multi-entity organizations, and public companies, I’ve seen the same patterns surface. These questions tend to reveal what’s actually going on underneath the symptoms.
Do you fully trust the numbers your finance team gives you?
If the answer isn’t an immediate yet, every leadership decision is being made on uncertain ground, whether leadership knows it or not.
If you implemented AI or new software tomorrow, would your processes by ready for it?
Technology layered on broken workflows doesn’t create efficiency, it creates faster chaos. The foundation has to come first, most companies aren’t there yet.
Are financial reports reaching you in time to actually do something with them?
When the close takes three to four weeks, last month’s data is ancient history by the time it arrives. Reactive decisions replace proactive ones.
Are your year-end numbers consistent with what leadership saw all year long?
Significant audit adjustments at year-end aren't just an efficiency problem. They signal that the financials driving monthly and quarterly decisions weren't reliable and a credibility issue that runs deeper than numbers.
Does your team have capacity to think or just capacity to keep up?
Overwhelmed finance teams don’t have time to catch errors, spot patterns, or look two quarters ahead. The fire-fighting never stops because the fires are never addressed at the souce.
Does someone have to manually stitch your systems together every month?
Manual workarounds are a symptom. The disease is disconnected systems and unclear process ownership and it quietly consumes hours and accuracy that your team can't afford to lose.
A POINT OF VIEW WORTH SHARING
“A lot of companies think they need AI. What they actually need is clean processes, accurate data, and leadership. AI only helps after that.”
Everyone wants AI. Most companies aren't ready for it. The organizations actually getting results right now aren't the ones who moved fastest, they moved most deliberately, cleaning their processes first, getting their data right, and making sure their people understood what was changing and why.
AI layered on broken workflows doesn't create efficiency. It creates faster chaos. And AI rolled out without genuine support for the people carrying the work doesn't create adoption, it creates anxiety, resistance, and expensive tools that sit unused six months later. The technology was never the problem. The foundation was. And so was the fear.
This is where I work differently. I fix the finance and operational foundation first, the processes, the data architecture, the reporting structure. Then I govern AI and automation where it genuinely makes sense. And because I've spent years as both a finance executive and an HR director, with NLP coaching training alongside that, I'm equipped to support the people navigating the change and not just the systems being changed. Your team doesn't need to fear what's coming. They need someone who can help them understand it, adapt to it, and find their footing on the other side. That's the work that makes transformation actually stick.
I've spent years doing my own work and studying stress physiology, learning to stay grounded when everything around me is uncertain, and developing the tools to regulate under pressure. That work didn't just change my life. It made me a better leader. When your team is scared about what AI means for their jobs, I don't panic with them. I hold the vision of what's possible. I help them reframe the story from "I'm being replaced" to "I'm becoming more valuable." That steadiness and the ability to stay calm and clear when others can't, is one of the most important things I bring into a transformation.
WHY BETH TILLER
The Overlap That’s Rare and Exactly What You Need
There are CFOs who talk strategy but avoid execution. Consultants who recommend software but don't understand accounting. AI specialists who automate broken processes and leave. I sit at the intersection of all of it and I stay until it works.
📊CFO-Level Strategy
Real decision-support for leadership, not just clean books, but insight that drives action and clarity that builds confidence.
⚙️Finance Operations & Process Redesign
I don't just recommend changes. I redesign workflows, close processes, and reporting architecture, and I stay to see them through.
🔗Systems & ERP Transformation
NetSuite, QuickBooks, and beyond. I lead migrations and integrations with accounting accuracy and audit integrity built in from the start.
🤖AI Governance & Both Sides of the Equation
I know what to automate and what to fix first. And with years of HR leadership and NLP coaching training, I support the people navigating the change, not just the systems being changed.
🤝People Leadership & Organizational Change
I've served as HR Director alongside Controller and CFO roles because I saw the gaps and stepped in. Finance transformation only sticks when the people carrying it feel supported. I don’t just manage transition, I coach people through it. I help teams reframe what’s possible, stay regulated under pressure, and build genuine belief in where they’re headed.
🌱Genuine Wellness Alignment
I hold a Stanford Nutrition Science Certificate and ICF Health Coaching certification. This industry is personal and that changes how I show up for the companies building it.
🎯I see problems before they happen.
Twenty years of pattern recognition means I spot risks early and build plans to address them before they become crises. Your team stops firefighting and starts planning ahead.
“Beth had built an exceptional finance function, a high-performing team, clean financials, and systems operating with precision and consistency. Stepping into the role, I found an organization already running at a high level. The quality of the infrastructure she left behind reflected the work of a genuinely exceptional finance leader.”
-Successor CFO, Nolan Ryan Brands
From a focused diagnostic to ongoing fractional CFO leadership, my engagements are structured to deliver clarity fast — and transformation that sticks.
HOW I WORK WITH YOU
Three Ways to Engage
01
The Finance Clarity Diagnostic
A 2–3 week deep dive into your finance operations including reporting, close process, systems, team workflows, and automation opportunities. You walk away with a prioritized transformation roadmap and a clear picture of what to fix and in what order.
02
The Transformation Partnership
A 3–6 month partnership to redesign your finance function from the inside out. Process overhaul, close acceleration, reporting architecture, systems migration, team leadership, and change management, all included.
03
The Finance Compass
Strategic CFO leadership without the full-time overhead. I partner with your team on a recurring basis for financial planning, KPI oversight, cash visibility, investor reporting, and executive decision support.
WHAT OTHERS SAY
In Their Own Words
The most meaningful measure of finance transformation isn’t the metrics, it’s what happens to the people and organizations on the other side of it.
”
Her work ethic is simply unrivaled. Beth had the ability to pull the very best work out of everyone on the team and she believed in us, encouraged us, and was never afraid to get her hands dirty and work alongside us. Beth was not just a boss, she was our mentor. It's been years since she moved on, yet those of us still here find ourselves asking: "WWBD?" — What Would Beth Do?
Ashley Landes, CPA Director, Badger CPA
”
She has amazing attention to detail and the work ethic and drive to research and work through any technical accounting issue. Her progressive skill set includes month-end close, budgeting, forecasting, process improvement, management, and strategic planning. If I need advice or want to walk through a technical accounting issue, she is the first person I call. Her drive, education, credentials, and experience definitely set her above the rest.
Yvonne Cantu-Diaz, MBA VP of Accounting & Finance, Comfort Systems
”
Beth played a significant role in shaping and building the finance department, as well as HR and project management at our company. She was ready to roll up her sleeves and problem-solve any challenge regardless of whether it fell within the umbrella of her department. She was also valuable to have in the room during brainstorm sessions. I valued her partnership, her leadership, and her friendship.
Leslie Llewellyn Marketing Strategist, Nolan Ryan Brands
Most companies think they need more staff or better software. Often, what they really need is someone who can redesign the finance function so the numbers actually become useful. Let's talk.