Business owners often tell me that working with me feels like having a true financial partner—someone who cares as much about their business as they do. At New Light Financial Solutions, we take the time to understand each client’s unique systems, goals, and challenges, and we bring a personal, hands-on approach to every relationship. Whether we’re digging into the details or helping clarify the big picture, we’re in it with you—not just as a service provider, but as a strategic partner.
Clients appreciate our responsiveness, patience, and the way we break down complex financial information into language they can actually understand. I’ve been told that I bring clarity to what once felt confusing, and that I’m willing to go the extra mile to make sure nothing slips through the cracks. Our attention to detail and concierge-level service help business owners feel more organized, less overwhelmed, and more confident in their decisions. At the end of the day, we’re here to make finances feel manageable, approachable, and empowering—and that’s why business owners keep coming back.
Stephanie Smith
Hoschton, GA
Certified CFO Since
Certification ID: CFO-44DQ7QS
Why Business Owners Love Working With Me
My Biggest Success Story
One of my biggest success stories is a client we’ve been working with who came to us overwhelmed and unsure of their financial standing. Their books were disorganized, inventory was out of balance, and they lacked the financial clarity needed to make big-picture decisions—let alone prepare for a major transition.
In just six months, we helped them get fully caught up and organized, bringing their financials up to date and ensuring their reports were not only accurate but actionable. With clean data in hand, we worked together to right-size their inventory levels and uncover opportunities to increase cash flow. The results? We improved their cash position by several hundred thousand dollars—giving them the breathing room and financial confidence to move forward with their long-term plans.
Now, we’re helping them prepare to sell their business to an Employee Stock Ownership Plan (ESOP)—a complex and rewarding exit strategy that will allow them to transition ownership while protecting their legacy. Thanks to the strategic groundwork we’ve laid together, they’ll be ESOP-ready in just a few months. It’s been incredibly fulfilling to help them go from feeling stuck to feeling empowered and excited about their future.
About Me
I’m a CFO and a business owner, and I use my financial background to help fellow business owners follow one clear path to generating more cash in their business. With years of experience in the financial world, I’ve developed an eye for spotting the real reasons a business isn’t profitable or has poor cash flow—and more importantly, I know how to fix it.
I’ve always loved numbers, which led me to earn my degree in Mathematics. I started out as a high school math teacher, but that chapter was short-lived. I soon found myself in the corporate world, working as an instructional designer. But deep down, I knew I was meant to be an entrepreneur. So my husband, Kris, and I started a company to help business owners get more connected to their finances.
What we quickly realized was that our clients didn’t just need up-to-date financials—they needed guidance. They needed a simple, data-backed way to make good business decisions that would lead to real growth and profitability.
With my unique background, I’m able to take complex financial concepts, simplify them, and teach them in a way that actually makes sense. Today, my mission is to guide business owners through our 6-step process so they can clearly see what’s working in their business—and what’s not—so they can finally experience the freedom and profitability they deserve.
Top 3 Types of Businesses I Help
Professional Services
Technology
Construction & Trades
Contact Me
email
stephanie@newlightfs.com
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.
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.
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.
Privacy Policy | Terms of Service
Copyright 2023 - The CFO Project LLC
Copyright 2023 - The CFO Project LLC