Jen Bro

Client Stories

What happens when the right person sees your finances clearly.

These are the souls — and the leaders — who said yes.

"Working with Jen feels like entering a field of practical miracles"

Jen is an angel of vision, inspiration and clear sight. Working with Jen feels like entering a field of practical miracles. Her guidance steadies the ground beneath me, and her energetic presence opens a doorway into something larger and more radiant.

There are moments in our sessions when I can feel my cells reorganizing toward clarity, courage, and calm. It feels like my inner world is being tuned to a higher frequency of truth and alignment.

The blend of structure and soul creates transformation that is both gentle and profoundly alive, and it consistently leads to clear, measurable results in my business and in the ways I am able to co-lead it.

Susan Ariel Rainbow Kennedy (SARK)

Susan Ariel Rainbow Kennedy (SARK)

Founder of Planet SARK

"Working with Jen Bro was transformational"

I came to her caught in repetitive money patterns and deeply avoidant of my financials — afraid to look at my numbers, bookkeeping, and cash flow. In our very first session, Jen pinpointed the root cause of the cycle and shifted how I related to money at a leadership level.

Jen is not only a master of money strategy; she is an exceptional space holder who understands the emotional and energetic layers beneath financial behavior. Her presence created safety, clarity, and confidence — allowing me to face my finances, heal long-standing patterns, and step into a more grounded, sovereign way of leading my business.

Working with Jen didn't just change my relationship with money — it changed how I lead, decide, and trust myself as a CEO. If you have the opportunity to work with her, it's a profound gift.

Christina Sthair

Christina Sthair

Founder of Christina Medicina

"Jen is a financial oracle"

Jen Bro is more like a financial oracle than a CFO. Her role encompasses various dimensions of business mentorship that many business owners may not realize they need or how to articulate, as these aspects are often absent in the traditional roles of a CFO.

With a clear understanding of current business practices and paradigms, she can see past the facade of fabricated economic conditions, illuminating potentials that exist beyond the prevailing business ethos. This insight is particularly valuable in the context of a new paradigm that embraces feminine energetics.

Jen is adept at analyzing human resources patterns to identify leaks in financial planning based on behaviors, making her a key player in strategic financial planning. She can provide CEOs with a realistic perspective on what a true exit plan entails and offers an onramp for planning that is aligned with legacy-mindedness.

It is rare to find someone who combines in-depth financial consultation with practical skills, capable of collaborating with accountants and various financial frameworks, all while possessing a great heart and a commitment to the well-being of the planet.

Shiloh Sophia McCloud

Shiloh Sophia McCloud

Musea.org

"We raised the price from $17,997 to $35,000 and the client paid-in-full on the spot"

Jen's the one person I can speak to about the highest vision for our business, including big picture strategy, hiring the right people, and essential decisions for bringing in income. Her approach embodies the principles of business mentorship and feminine energetics, helping us navigate this new paradigm.

Jen has the Midas touch. She coached us to raise our price from $17,997 to $35,000 — and the prospect paid in full on the spot. It felt natural, aligned, and easy. We then applied the strategic financial planning system Jen provided and sold six more packages back-to-back, ranging from $20,000 to $35,000 in just 30 days.

Without Jen's coaching, we would have continued to undercharge and overdeliver, remaining stuck in an old pattern. Only Jen knows how truly big this shift is for us in so many ways. We're beyond grateful for her support in our spiritual business journey!

David Rotman

David Rotman

Co-Founder of Magic Cottage Press

"Not just a CFO. A strategic partner in wealth leadership."

Jen stepped into our business during a major growth transition and helped us evolve from a bootstrapped operation into a company on track for multi-million-dollar scale.

Working with Jen completely changed how we approach financial management. We moved from hoping there was enough cash to pay our team to having a clear, strategic plan for cash flow, investments, and long-term wealth. She also cleaned up our bookkeeping and accounting systems, so we finally had accurate, meaningful financial data to support executive-level decision-making.

Jen helped us ask the right financial questions, implement stronger reporting, and build structures that support sustainable growth. She is truly a unicorn — able to integrate rigorous financial leadership with an intuitive understanding of the deeper energy of the business.

Brigit Esselmont

Brigit Esselmont

Founder of Biddy Tarot

"Jen is a gold mine"

In less than six months, her CFO guidance uncovered tens of thousands of dollars in unnecessary costs and lost revenue. The long-term value of her work will be worth millions to our company.

As CEO, I often had intuitive hunches about financial decisions but lacked the objective clarity to act on them with confidence. Jen changed that completely. She brings a rare blend of strategic financial expertise and intuitive leadership, allowing her to work both inside and outside the box. Every major financial decision now runs through her — and I trust her guidance implicitly.

Working with Jen showed me how essential a CFO is to executive leadership. Without one, you're operating in the dark. With Jen, we gained clarity, confidence, and a clear financial path to hyper-growth. She helped translate our vision into a grounded, executable financial strategy that supports both short-term stability and long-term scale.

Jen is intuitive, compassionate, and razor-sharp with the numbers. She is an extraordinary strategic partner for any founder or CEO serious about scaling with clarity and integrity.

Sean Patrick Simpson

Sean Patrick Simpson

Co-Founder of Dear Universe

"Strategic financial leadership that brought stability and confidence"

Jen Bro is a rare fractional CFO who blends strategic financial leadership with deep intuitive clarity. She reviewed my business costs against revenue streams and helped me make grounded, data-driven decisions in areas that previously felt unclear and energetically heavy.

Jen implemented a customized financial dashboard using Fathom, giving me clear visibility into cash flow and key financial metrics. As she explained the numbers, I didn't just understand what to track — I felt more anchored, confident, and in command of my business decisions.

Our work together shifted both my financial structure and my leadership presence. Jen delivered precise financial reviews and strategic recommendations with calm authority, creating a sense of stability and trust in how I lead and grow the business. Her understanding of online businesses, long-term financial planning, and the energetic load founders carry made her an invaluable partner in building a scalable, sustainable company.

I highly recommend Jen to founders seeking CFO-level strategy that honors both the numbers and the leader behind them.

Amanda Jane Daley

Amanda Jane Daley

Founder of Amanda Jane Daley Coaching

"Jen is nothing short of revolutionary"

Working with Jen has been an absolute game-changer for our business. She's not just a CFO; she's a dedicated partner who has invested in our success on a deeply personal level. Jen goes far beyond the numbers, offering guidance and feedback at every level of our operations.

Jen has added immense value by providing tremendous insight into strategies and best practices for scaling. She's been instrumental in developing tailored KPIs that align perfectly with our growth trajectory. Thanks to her, we can make quicker decisions with a clear focus on profitability and sustainable growth.

Before working with Jen, I didn't realize how critical it is to have a CFO who truly understands your business. Jen opened my eyes to the difference between managing finances for value versus just keeping books balanced. Her expertise in finding the best financial systems for our unique needs has been nothing short of revolutionary.

To anyone considering working with Jen — do it. If you're ready to level up your business and your own leadership, she's the right choice. Jen's approach is firm yet supportive, and her dedication to the culture of your business is unparalleled.

Charles Mayfield

Charles Mayfield

FarrowSkincare.com

"The ROI has been tremendous"

In a nutshell, Jen brought order to my very chaotic financial world. As a busy surgeon who was trying to manage 3 businesses along with my personal finances, I realized I lacked the knowledge and the systems needed to manage my finances.

I advocate for people to be proactive about their health metrics so that problems can be prevented rather than treated. I was treating my finances the exact opposite way and was stuck in a reactionary cycle. Jen was able to change this. By introducing the systems needed to properly track finances, we were able to move to proactive management and prediction.

Similarly, we were able to start managing our Human Resources issues as well. Managing our growing number of employees and contractors is now organized with seamless onboarding and offboarding. We have clear operational guidelines and policies that translate our company vision and mission into the practical guidance needed by our team.

All of this has allowed me as the CEO and Visionary to focus on leading instead of managing. This has resulted in continued growth with much less stress. The ROI has been tremendous.

Dr. Philip Ovadia

Dr. Philip Ovadia

Ovadia Heart Health & I Fix Hearts

"I trust Jen to tell us the truth and set us on the right path"

In over 20 years of business, no one has been able to provide me the financial guidance and insights before I hired Jen and experienced her expertise.

We immediately felt like we had a true team member. In business it can be hard to know who to trust — knowing I could trust Jen to do what needed to be done, tell us the truth and set us on the right track is beyond valuable to us.

We have been working together now for five years and getting greater and greater results, clarity, team-buy-in of her ideas on implementation.

And for the first time we can SEE day to day what is going on — big picture and small picture kind of reporting.

She is savvy while being compassionate, wise while being down to earth and I am ever grateful for her presence.

Shiloh Sophia McCloud

Shiloh Sophia McCloud

Musea.org

"The relief you'll feel after getting your financials organized and under control is immense"

Working with Jen has been one of the best decisions we've made for our business. The most delightful surprise has been her compassion and genuine care — not just for the numbers but for me, my team, and the heart of our business. Jen goes above and beyond her role as a CFO, becoming a true partner in our success.

Jen has brought incredible value by educating me on the critical business metrics I need to monitor. She's given me the confidence to understand the health of our business, and I can finally rest easy knowing that our core metrics are being tracked and reported accurately.

Before Jen, we didn't realize how important it is to analyze the right metrics. As a CEO, I was missing a critical piece of the puzzle. Jen's insights and experience have enlightened me on what to prioritize and how to set achievable goals for growth.

To anyone considering working with Jen: don't hesitate. The relief you'll feel after getting your financials organized and under control is immense. With Jen's expertise, you can stop feeling bogged down by financial management and start focusing on growing your business with confidence.

Jenny Finnell

Jenny Finnell

CRNA School Prep Academy

"Jen knows her stuff"

Jen knows her stuff. She helps me make factual decisions with the different parts of my business that had previously felt elusive.

I now understand and have confidence with all my key financial metrics in order to support financial decisions for business growth — especially which numbers are important, why I should measure them, how they set me up for long-term growth, and how to make profitable and sustainable decisions from them.

In essence, how to convert financial data into better cashflow and profitability, peace of mind and sustainable growth.

Her knowledge with online business and what's needed for scaling and success has been an invaluable benefit in our working together. Jen is precise, on-time, personable and professional — making it easy and enjoyable to work together. I would highly recommend her services to others.

Amanda Jane Daley

Amanda Jane Daley

AmandaJaneDaley.com