Chelsie Kugler

Chelsie Kugler

VP Business Development

Chelsie Kugler is CFO Share’s VP of Business Development, helping founders and small business owners find the right fractional finance support for where they are right now and where they are looking to grow. Chelsie’s specialty is listening first: understanding what a client actually needs, whether that’s getting their books in order or building out a fuller finance function, and matching them with the right CFO Share service.

She brings more than 14 years of accounting and finance experience to these conversations, including background in agriculture at Financial Services of America, payment-processing accounting at ACI Worldwide, and staff accounting at RF IDeas. She is QuickBooks Online Certified and works comfortably across systems like Ramp, Bill.com, and large language models.

Since joining CFO Share in 2019, Chelsie has helped build CFO Share from the ground up. This includes the sales and marketing function as well as internal processes and documentation that all small businesses need. Her current role involves her staying closely involved with each relationship to help ensure clients are satisfied throughout their time with CFO Share.

Based in Vail, Colorado, Chelsie is an avid skier and volunteers with animal shelters in Eagle County.

Credentials & Licenses

QuickBooks Online (QBO) Certified

Education

M.S. in Economics, University of Nebraska Omaha

Industries

Agriculture

Startups

Small business

Areas of Expertise

Business development

Client relationships

Marketing

Sales

Small business accounting and bookkeeping

Small business operations management

Project management

Systems

Ramp

Bill.com

QuickBooks Online

Claude

ChatGPT

Excel

Stripe

Seamlessly integrated finance to unlock growth.

Want to learn more? Schedule a call to meet with our team.