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Julie D. Schwind

Noblesville, IN

Certified CFO Since May 26, 2025 

Certification ID: CFO-44DC7QS 

Why Business Owners Love Working With Me  

I am passionate about helping nonprofit leaders and small business owners create thriving, sustainable businesses to realize their goals. By balancing short-term decision-making with long-term goals, I help my clients create a bullet-proof financial strategy for growth and longevity.

My Biggest Success Story  

I have been blessed to work with a nonprofit for the last ten years. During this time, we have been able to develop systems to track and plan spending in light of long-term goals, and to plan fundraising that has allowed us to grow our revenue by 65%.

About Me  

I have spent the last 10 years helping nonprofits and small businesses bring order and sense to their finances. By creating systems that allow for informed spending and inspired planning, I come alongside leaders to help them achieve their long-term goals and dreams. My passion for nonprofit success led me to attain a Master's degree in Nonprofit Management-Financial Management, which has prepared me well to advise nonprofit leaders on all aspects of their businesses.

Top 3 Types of Businesses I Help  

Non-Profits
Construction & Trades
Professional Services

Schedule a Right Fit Call  

To see how I can help your business, let's get on a 20-minute call. This complimentary call will determine if we're a 'right fit' for each other. If we are, then I'll tell you exactly how I can help you and your business.

On this call, I'll learn more about you and the goals you have for your business. Together, we'll determine if it makes sense to continue exploring how I can help you grow your business.

To schedule a Right Fit call. Click the button below.
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Schedule a Right Fit Call

 What a Certified CFO Can Do for Your Business 

 Give you financial oversight. 

Get someone who knows how to grow successful businesses that make real money.

 Be your go-to financial guide. 

Get a 'go-to' financial expert who will be with you every step of the way.

 Give you direction on what to do. 

Get direction on the exact next steps to have a growing and successful business.

 Understand your numbers. 

A successful business is one that understands and is improving their numbers.

 Be a trusted confidant. 

Finally have someone to turn to for advice and to bounce ideas off of.

Own a machine. Not a job. 

Your business needs to be a machine that makes money for you. Not a low-paying job.

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