Unleash your
Business Financial Potential

At Wealth & Worth Within, we ignite the financial prowess of business owners. 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. Embrace financial clarity and ease, reclaiming the joy in your entrepreneurial journey.

Book a Free call

Projections

6 years in business results

In this LinkedIn Live session, Carla Titus, CEO and founder of Wealth & Worth Within, shares insights on how planning for a potential future sale can drive smarter, more profitable growth. Learn how to identify the right time to expand, recognize signs of growing too fast, and evaluate your business for long-term success—whether or not you choose to sell.

Podcasts, Videos, & Blogs

Podcasts that inspire

Dive into financial wisdom with our podcast, where every episode turns Numbers into Narratives!

Start Listening

Videos that encourage

Explore our videos tailored for successful business owners. Get actionable insights to boost profits and streamline decision-making.

Start Watching

Stories that ignite

The Profit Generator offers business owners a clear path to financial savvy, from marketing tips to tax know-how!

Start Reading

These are the services we offer.

Chief Financial
Officer Services

CFO Services offer affordable financial help for businesses, including strategic planning, budgeting, cash flow, investment tips, and fractional CFO support, plus profitability checks, KPI creation, and financial system tools.

Fractional CFO Services
Financial Consulting & Advisory
Financial Systems & Team

Book a CFO Call

Learn More

Forecasting & Projection Services

Gain better financial planning and strategy with services that offer clear insights, understanding of business value, and expert advice, while addressing risks and growth opportunities for a complete forecast.

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

Book a Call

Learn More

Professional Bookkeeping
Services

Our Bookkeeping Services provide precise transaction categorization and reconciliation, along with regular income statement delivery. Using our QuickBooks Online proficiency, we maintain orderly books to ease tax preparation.

Transaction Categorization
Bank Reconciliation
Monthly Income Reporting

Interest Form

Learn More

We specialize in these industries.

Healthcare

Group practices with insurance & private pay

We offer tailored financial advice and strategy for healthcare firms, focusing on billing and compliance to drive growth and improve patient care while optimizing budgets for better financial outcomes.

Professional & Service Based Businesses

Professional Services

For law firms, consulting firms, vet clinics and more, our fractional CFO expertise focuses on improving profitability, managing cash flow, and optimizing compensation structures to support financial health and strategic growth.

Commerce

CPG, E-Commerce & Retail

In the CPG, e-commerce, and retail sectors, we deliver inventory control, cost analysis, and financial strategies through our fractional CFO services to boost sales performance and enhance profit margins.

Non-Profits

Established ones with board of directors

Specializing in non-profits, our fractional CFO services ensure fund accounting precision, effective grant management, and clear donor reporting for impeccable financial stewardship.

Group Practice Case Study

How to use Finance & Marketing Strategic Decisions for Business.

We merge finance and marketing to drive business outcomes, leveraging data-driven decisions and clear visualizations in our dashboards. Our health practice case study exemplifies the success of our client strategies.

This is our amazing team

Every member of our team brings at least 10 years of expertise in their respective fields.

A finance team comprised of CFOs, controllers, and experienced bookkeeping staff, each with over 10 years of expertise.

Carla Titus

Founder/CEO
Finance professional with an extensive 17-year background in corporate financial planning, analysis, strategy, and CFO consulting for online businesses. She and her team help companies grow profits, increase cash reserves, and increase owner pay to generate wealth.
Michelle

Fractional CFO
Certified Public Accountant (CPA) with a robust background as a former corporate controller, currently providing support to multiple Chief Financial Officer (CFO) clients. Her expertise spans across various sectors, including Security and Software as a Service (SaaS), among others. As a client-facing professional, Michelle not only supports numerous clients but also assumes interim leadership responsibilities in the CEO's absence during vacation periods.
Jessica

Financial Analyst
Seasoned Senior Financial Analyst offering comprehensive support to multiple CFO clients. She delivers expert assistance to both the CEO and fractional CFOs, ensuring client satisfaction through meticulous data analysis, detailed variance explanations, financial summaries, and precise financial reporting. Her expertise is rooted in corporate finance.

Expertise/Certifications

Senior Corporate Finance Manager/Strategist

Corporate (FP&A) Finance Planning & Analysis Experience

Finance Expertise in Sales & Marketing, Tech HW/SW & Supply Chain

Meta (Facebook) Accelerator Community Coach

TiE Oregon Finance Resident Expert

Saas Interim CFO

Ecommerce Interim CFO

Treasurer for Non-profit BOD

Corporate HR Experience

Operations, Program, Project Management Expertise

Decision Quality Certified from Stanford University

Agile & Design Thinking Certified

Financial Coach Academy Graduate

Bachelor in Business Finance

The Bookkeeping Team

Hannah

Lead Bookkeeper
Hannah is a seasoned bookkeeper proficient in managing accounts for multiple online clients. Since her induction into the team in 2018, she has been spearheading the client onboarding process for bookkeeping and overseeing the provision of monthly bookkeeping services.
Korri

Bookkeeper
Korri is a seasoned bookkeeper with a strong background in supporting various online clients. Since joining our team, she has demonstrated expertise in delivering monthly bookkeeping services to service based businesses.

The Marketing Team

Amber

EA/OBM
Amber, an experienced Executive Assistant (EA) and Online Business Manager (OBM), offers extensive support to various online clients. She handles project management, refines client onboarding, improves customer experience, and oversees social media and marketing efforts. Her organizational talents are key to keeping the company, including the CEO (me), organized and focused.
Robin

LinkedIn
Robin is a seasoned LinkedIn content strategist who provides expert support to a diverse portfolio of online clients. She spearheads our LinkedIn initiatives, overseeing content strategy, development, production, and repurposing to ensure our consistent presence with valuable insights. Her objective is to foster engagement, enhance our networking capabilities, and facilitate connections with clients and referral partners.

These are our amazing clients!

"Carla hosted a webinar for The Financial Gym on how to pay yourself, set up a business budget, cash flow management strategy, pricing strategy and forecasting business finances. Our community loved it! Thank you for your great energy and information, Carla!"

Emily Egan, The Financial Gym
"Carla is our resident finance expert for both the TiE XL Entrepreneurs Program (TYE). She provides invaluable knowledge to the participants who always walk away feeling empowered by their newly acquire finance acumen. She covers all the basic financial statements and goes into a more comprehensive deep-dive on topics like pricing and forecasting. The feedback from her class has been very positive and she continues to improve her class by sharing new stories based on her real-life experiences. She is a valuable addition to the team!"

Kari Naone, The Oregon Executive Director
"As a small business owner wearing many hats, I had to come to the realization that I do many things well, but managing and staying on top of my business finances was not one of them. I was growing frustrated because business was booming, but I still felt like I was treading water. For the past year I have worked with Carla and have a much better picture of my company finances. Even through COVID I had a clear path of where we were headed. There is a sense of security knowing that I have someone with her expertise looking out for my best financial interest."

Sheila, Blue Nest Home CEO
"Working with Carla and her team has honestly changed the course of my business and life! I feel like I finally am confident as the CEO of my company and am taking active steps to create a business I love and that serves my team and clients well."

Zoe, Perfect Planned Content CEO
"Working with Carla on my annual budget plan was a dream. I've been struggling over the past few years to make sense of my financials in a way that provides actionable insight into my business activities. After my session with Carla I feel I have clarity around our most profitable services, action steps to take to achieve our financial and business goals for next year and accurate pricing for our value. I highly recommend her to anyone seeking the same!"

Arielle, Sphynx Automation CEO
"For the first time since starting the business in 2015, I feel like we have a reliable picture of our financial status, forecasts and are able to think bigger and plan more boldly! This is thanks to the incredible work of Carla at Wealth & Worth Within. She is so on top of everything and as helped us develop our processes to a new level of sophistication. We're managing lots of clients and complex budgets, and it feels so much more manageable now thanks to her. Highly recommend!"

Jennifer Hearken, Co-Founder & SVP of Global Partnerships
"I absolutely love working with Carla. She is an amazing woman who totally understands what I need even when I don't! I feel so empowered knowledgeable and grateful after each of our sessions. Carla understands and explains my numbers in an extremely comprehensive way and breaks them down so I can understand and work with them better and not feel overwhelmed. She challenges me to look at my business in a different way, which I love too. Thank you Carla for empowering me!"

Sarah, Yo! Portland CEO
"Carla has been an phenomenal addition to our leadership team this past year - supporting the company in navigating sophisticating financial processes following a merger, onboarding a new board of directors, and ensuring we made informed financial management decisions throghout the last year of navigating the pandemic as a small business. Her approach balances teaching, strategy support and execution really well. We look forward to continuing to work with Carla in the future!"

Chelsea, Hearken CEO
"We have only been working together for 3 months, but already I feel more confident that my company is on track to be more financially successful and clear, thanks to Carla! She is kind, through, smart and cares. Thanks Carla!"

Emily, Modern Macramé CEO
"Carla's incredible insight into the finances of our business was an invaluable resource. In a short period of time, Carla provided clear and concise information into our finances that empowered s to know how to pursue the next steps of growth and development for our business. As a small business owner who has felt the significant impact of COVID on our business structure, it felt like we were in survival mode for the last twelve months. Carla's knowledge and expertise provided us with the clear direction and focus to know not only how to survive but how to thrive in this next phase for our business."

Sarah, Shine Therapy Services CEO
I really appreciate the attention to detail and the help understanding my financial projections. It helped me make decisions for the upcoming year and understand where I was on target and where I needed to look more closely. I felt like Carla listened to me and made sure my questions were answered.

Kaleigh - Family Roots Therapy
The time I spent with Michelle was invaluable. She really listened to my question and concerns, worked with me to get a clearer reading of my income and expenses, and helped me better understand the big picture of my business financial health. I feel like I have more clarity and confidence as I start to plan for the next phase.

Xcelerate Client
I just did a projection and forecasting with Carla Titus and learned so much about margins. My goal was to stay at my current company size and Carla projected a 9% profit in year 1 and a 14% profit year 2. She even helped me define the targets to get there. Highly recommend!

Katie - Creative Healing Philly
Carla’s incredible insight into the finances of our business was an invaluable resource. In a short period of time, Carla provided clear and concise information into our finances that empowered us to know how to pursue the next steps of growth and development for our business. As a small business owner who has felt the significant impact of COVID on our business structure, it felt like we were in survival model for the last twelve months. Carla’s knowledge and expertise provided us with the clear direction and focus to know not only how to survive but how to thrive in the next phase of our business.

Sarah - Shine Therapy Services
Carla is incredible. The financial knowledge she has for my growing 7 figure business has been immeasurable. She has helped us grow so much while also being able to cut costs and manage our finances. I don't know what I would do without her!

Meghan, NW Myofunctional Therapy
Carla at Wealth & Worth Within has changed my business, she's the absolute best to work with and I'm so happy with the professional work she has done for my small business! Highly recommend their services.

Kate, Kate's ice cream
Working with Wealth & Worth Within has truly allowed me to get my business finances organized, set clear goals, get perspective on financial decisions, and scale my business with confidence.

Zoe, Perfectly Planned Content