Our Awesome Team
Every member of our team brings at least 10 years of expertise in their respective fields.
We know that finding the right financial advice for your business is a choice not to be taken lightly. That is why we offer a free Q&A call to discuss your needs, so you can decide if we are the right fit for you.
Our Mission
Wealth & Worth Within was founded with the mission to empower business owners to take control of their finances to grow profits, have cash in the bank, and pay themselves, so they can build personal wealth. They will achieve financial clarity and peace of mind, so they get back to doing what they enjoy.
Our Core Values
Family Friendly
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Sense of Community
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Integrity & Accountability
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Proactive Ownership
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Client Centric
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Family Friendly 〰️ Sense of Community 〰️ Integrity & Accountability 〰️ Proactive Ownership 〰️ Client Centric 〰️
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“Winging it is not a plan, hope is not a strategy and lack of execution is where all dreams go to die”
Carla Titus, Founder/CEO of Wealth & Worth Within
A finance team comprised of CFOs, controllers, and experienced bookkeeping staff, each with over 10 years of expertise.
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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.
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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.
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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
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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.
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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
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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.
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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.
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"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
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"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
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"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
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"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
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"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
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"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
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"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
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"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
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"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
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"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
