Thought Partner, Financial Coach, External CFO, for your business and life

What We Do

At Creating Answers, we offer an outside the box hybrid model of external Chief Financial Officer services and financial coaching. In conjunction with this we offer bookkeeping, financial analytics, cash flow projections, budget composition, and much more. And we make it fun!

 

When it comes to financial support, one size doesn't fit all. That's why we customize a package based on you or your organization's needs and budget. We'll listen to your ideas, goals, and challenges and create your financial clarity path. We look, see and tell the truth about your finances through consistent communication and the use of creative financial tools.

 

We consider ourselves partners in the businesses, organizations and families we work with.
 

Whether you are an individual, an entrepreneur, or living in the not-for-profit world, we make a great addition to your financial team.

Our Team

Her passion for numbers and helping people find stability and growth in their finances drives Creating Answers to new heights. She has worked with hundreds of businesses throughout her career and has started, sold, and purchased multiple businesses of her own. A hidden talent for interior design and a love for visiting wineries with the intention to someday own one herself of course. Her most important role is being mom to a toddler who loves to play CFO. 

Fearless Leader/CEO

Shawna Fitzgerald

Stacey Powell

One of the most creative people you'll ever meet. Her ideas are limitless and well matched by her get it done attitude. She is sure to be one of the great money people of our time. Her love of not-for-profits led her to start Creating Answers and it carries through in all the work she does. Currently working on creating financial education for all ages as well as her newest business, Finance Gym. Check it out at www.thefinancegym.com

Chief Creative Officer/ Not-for-Profit CFO

Julia Coffey

Sovereigness of Structure

A master at the art of organization and crushing not-for-profit's month end deadlines. This mother of two has over 20 years of accounting and business experience working in many different industries. She by far has the most interesting stories of anyone on our team. On the weekends she can be found teaching dance and religion to children.

Jody Lozano 

Senior Accountess

This Senior Not-for-Profit Accountant keeps our i's dotted and our t's crossed. With 15 years of accounting and business management experience, she keeps us all on the ball with the knowledge and skills she brings to the table. Another mother of two, she can be found at a little league or youth basketball game. She's a fan of a good margarita (don't forget the salt!) and card games.

Danea Thomas

Bodacious Bookkeeper

A true creative and our go-to when a problem needs solving.  She’s also our timekeeping magician. When she's not turning 10 hours into 8, she is working to showcase her art or checking out a new cookbook. She's a trained chef and baker and often shares her latest yumminess with the rest of us.

Nicole Wilson

Goddess of Operations  

While working behind the scenes to keep our operations smoothly sailing she is entertaining, enthusiastic, and up for whatever challenge comes her way. A former Dental Assistant of 11 years and a country girl at heart.  Along with her husband and 3 adorable dogs, she loves to travel and explore. After nearly 12 years of living in Utah she’s enjoying all the California breweries.

Tonya Schlieper 

 
 

Join Our Team

We are always on the lookout for our newest creative and dynamic team member.  Please send your cover letter and resume to info@creatinganswers.com.

 

We Can Help

We love to help pave the financial clarity path. Drop us a line or give us a call at (916) 930-0777 to schedule a free 30 minute meeting to see how we can help you.

Contact us by phone, email or via our social media channels.

Hours of Operation: Monday Through Friday 7:00am-4:00pm

 

© 2023 by Creating Answers

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Sacramento, CA

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