Unlock Complete Visibility For Lasting Growth.
ThreeStone helps founder-led and growth-stage brands build cash confidence, operational control, and investor-ready finance systems without sacrificing the values that inspired them to start.
Tools We Work In
- QuickBooks
- Xero
- NetSuite
- Sage
- Bill.com
- Gusto
- Fathom
Service Pathways Built for Founder Reality
ThreeStone delivers three clear pathways so founders can choose the right level of support without losing momentum or values alignment.
Built Not Borrowed - Transformation Programs
Intensive support for founders who want values-led transformation with stronger cash visibility, complete financial visibility, and operating discipline that lasts.
BEST FOR: FOUNDERS READY FOR INTENSIVE, VALUES-LED FINANCIAL AND OPERATIONAL TRANSFORMATION.
Learn MoreStoneLedger - Ongoing Retainer
An embedded finance partnership that covers bookkeeping, reporting, forecasting, and CFO leadership in one engagement. Includes Granite, Quartz, and Onyx pathways based on complexity.
BEST FOR: FOUNDER-LED TEAMS NEEDING CONSISTENT FINANCIAL VISIBILITY, REPORTING, AND ONGOING CFO GUIDANCE.
Learn MoreProject-Based Services - Targeted Expertise
Decision-ready assets for high-impact moments, including MapStone (roadmap), PitchStone (investor readiness), and StoneBuilt Systems (finance infrastructure).
BEST FOR: BUSINESSES NEEDING FOCUSED FINANCIAL EXPERTISE FOR A SPECIFIC DECISION, SYSTEM, OR HIGH-IMPACT PROJECT.
Learn MoreWe help founders build financially sustainable companies without sacrificing the values that inspired them to start.
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Our work is designed to create cash confidence, operational control, investor readiness, and sustainable growth. Finance is not a maze. It is a map, and we help you follow it with calm, practical leadership.
Faith
Faith grounds the mission. It keeps the work anchored in conviction, stewardship, and leadership that serves people well.
Family
Family shapes the why. It keeps growth connected to legacy, wellbeing, and the people a business is meant to support.
Excellence
Excellence defines the standard. ThreeStone brings disciplined preparation, thoughtful follow-through, and work that stands up over time.
Industries We Serve
We support founder-led teams in sectors where operational complexity and growth decisions require disciplined financial visibility.
CPG
Trade spend, retailer chargebacks, and slotting fees quietly eat margin while inventory ties up cash. We build visibility into true unit economics by channel, so growth on the shelf shows up in the bank.
Beverage
Three-tier distribution, distributor margins, and seasonal demand make cash timing unforgiving. We map the gap between depletion and payment so you can fund production without borrowing against the brand.
Spirits
Aging inventory, excise tax, and state-by-state compliance lock up capital years before revenue lands. We structure barrel programs, COGS, and pricing so patient inventory becomes an asset.
Edtech
Deferred revenue, enrollment seasonality, and long district procurement cycles distort what the P&L actually says. We align revenue recognition and cash planning so mission-led growth is fundable and defensible to investors.
Healthcare
Payer reimbursement lag, denials, and credentialing timelines mean revenue earned isn't cash received. We build the working-capital discipline complex service and equipment models need to grow without cash whiplash.
Trust Marker
Women of the Vine & Spirits
Recognized membership within a premium network serving women in wine, spirits, and related industries.
The ThreeStone Framework
A values-led framework that keeps finance practical, human, and useful as the business grows.
Values-led
Lead with values
Start with the standards that matter most so growth decisions stay aligned with the business you actually want to build.
Business-led
Understand the business behind the numbers
Look beyond reports alone to see what cash, margins, operations, and leadership rhythm are really saying.
Structure-led
Build the right financial structure
Put reporting, controls, and planning in place so the business can grow with steadier support.
Support-led
Support confident decisions over time
Keep finance useful in the day to day, not just at month end, so leaders can move forward with conviction.
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Focus on your vision. We'll handle the finance.
Scale with confidence knowing your financial foundation is solid. We provide the high-level strategic oversight and operational discipline needed to navigate growth.
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From ThreeStone on Instagram
Insights, updates and behind-the-scenes moments from ThreeStone Solutions.
Speaking and events
Bring founder-first finance thinking to your event.
Invite Felicia to speak about financial visibility, founder decision-making, and values-led growth.
Book Me to SpeakReady to build with confidence?
Ready for finance that supports the business you meant to build? We will meet you where you are and help you move forward with confidence.