About Us

Meet the Founder - Kaci Monson Franklin

Treeline Financials, Ltd. is proud to be led by our esteemed founder, Kaci Monson Franklin. With over 20 years of experience in mid-market private and large publicly traded companies, Kaci is a seasoned expert in the world of finance. Her background and qualifications are a testament to her dedication to providing exceptional financial services to our clients.

Founder Background:

Kaci Monson Franklin's extensive career in finance has spanned a diverse range of organizations, including mid-market private enterprises and large publicly traded corporations. This breadth of experience has equipped her with a deep and nuanced understanding of financial management that few possess.

Kaci specializes in a range of financial services, including:

Fractional CFO: As a Fractional Chief Financial Officer (CFO), Kaci provides strategic financial leadership to businesses, helping them make informed decisions for growth and stability.
Fractional Controller: Kaci offers Fractional Controller services, ensuring that businesses have robust financial controls and reporting mechanisms in place.
Day-to-Day Accounting Services: Her expertise extends to day-to-day accounting operations, providing businesses with efficient and accurate accounting support.
Financial Planning & Analysis: Kaci excels in financial planning and analysis, helping clients develop comprehensive financial strategies.
Cash Forecasting & Management: She specializes in cash forecasting and management, a critical aspect of financial health for any business.
GL Clean-up Work: Kaci can assist in General Ledger (GL) clean-up work, ensuring accurate and organized financial records.
Audit Support: Her experience includes providing audit support, ensuring businesses are well-prepared for financial audits.

Kaci Monson Franklin's vision for Treeline Financials is rooted in her unwavering passion for helping businesses of all sizes achieve their financial goals. Her expertise, combined with the dedication of our team, enables Treeline Financials to deliver tailored financial solutions that drive success for our clients.

Located in Evergreen, Colorado:

Treeline Financials is proud to call Evergreen, Colorado, home. Our scenic location nestled in the heart of the Rockies reflects our commitment to balance, stability, and the pursuit of financial excellence. We are dedicated to serving businesses not only in our community but also across the nation, providing expert financial guidance wherever you are.