Describe How You Would Like To Be Introduced Via Email
Meet, Shelly Phillips.
She is the Founder & CEO of Olive Tree Growth Partners, a business consulting firm that provides businesses with Fractional CFO services and strategic guidance to help the business succeed and achieve their revenue goals.
Shelly has been helping business owners with understanding their financial position and growing their companies for the past 22+ years. She has a heart for service and values her relationship with her clients.
You can learn more at her website – olivetreegrowthpartners.com and reach her at:
“I believe that behind every financial statement is a business owner with dreams and aspirations, and my mission is to help them achieve their business goals while building the life they truly deserve. My approach combines analytical financial expertise with genuine care for the human side of business. I understand that financial success isn't just about the bottom line—it's about creating sustainable growth that allows entrepreneurs to thrive both professionally and personally. Through strategic financial guidance and meaningful partnerships, I'm dedicated to empowering business owners to reach their full potential and enjoy the rewards of their hard work.”
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you know your cash flow position on a monthly basis?
Do you know if you have enough cash to cover your business expenses/obligations without taking out a loan?
Do you have a Scoreboard that tells your how your business is performing, and an Action Plan with the steps to achieve your business goals?
Unique Selling Proposition
I establish a long-term relationship with the CEO/Business Owner and their leadership team to provide strategic guidance and advice based on their historical financial data, current market conditions, and long-term goals.
About me
I am an entrepreneur, an Advanced Certified QuickBooks® ProAdvisor, CFO (Chief Financial Officer) and strategic advisor with more than twenty years of experience in the accounting industry. I specialize in helping professional service companies—such as law firms,
healthcare, and construction—that have heavy compliance regulations by managing their cashflow, budgeting, projecting forecasts and delivering financial insight to help their business grow. My mission is to help business owners to have successful, thriving businesses so they have more time to enjoy life and achieve financial freedom.
I hold a Bachelor of Science Degree in hospitality management from Penn State University. This makes me doubly helpful for my entrepreneurial clients, because I not only provide them with expert guidance on the managerial and operational elements of their business, but also brings the spirit of hospitality to my client relationships.
I thrive on bringing together my passion for numbers with a deep commitment to serving people.