Small Wins. Big Future.
Omaha-based Fractional CFO & Wealth Management Services — Helping founders, families, and nonprofits make confident financial decisions.
Based in Omaha. Serving clients nationwide.
Why Birdie Financial?
Sure — we like playing golf. But that’s not really the point.
A birdie in golf means you played the hole one stroke better than expected. It’s not flashy. It’s not a hole-in-one. It’s a quiet win — the result of focus, consistency, and thoughtful strategy.
That’s exactly how we approach finance.
After years in the financial services industry, our founder, Joe Mikuls, saw too many firms prioritizing sales over service — pushing products clients didn’t need, charging hidden fees, and calling it advice. The industry had become noisy, complicated, and often self-serving.
As a father of three, Joe teaches his kids that integrity means doing what’s right even when no one is watching. He built Birdie Financial on that same belief: that doing the right thing for clients — even when it’s not the most profitable — is the only way to build something that lasts.
Birdie Financial provides fractional CFO services to Omaha businesses and clients nationwide. Our mission is to bring clarity, confidence, and strategy to founders, families, and nonprofit leaders who need a trusted fiduciary financial advisor without the corporate jargon.
At Birdie, we’re not here for big promises or quick wins. We’re here to help you make steady progress, one decision at a time. Whether it’s your company’s cash flow or your family’s long-term plan, we want every move you make to feel like a stroke better than expected.
No noise. No gimmicks. Just clarity, trust, and momentum — built one birdie at a time.
Everyone needs a Joe
Joe Mikuls is the founder of Birdie Financial — and the kind of financial partner who values people over performance theater, and long-term relationships over short-term wins.
He brings nearly 15+ years of experience of Corporate Finance experience bringing data driven decision making to some of Nebraska’s biggest organizations. He is known for bringing structure to uncertainty, clarity to decision-making, and strategy to the big picture.
A graduate of Marquette University and Creighton Prepatory School, Joe also holds an MBA, and is currently completing his Series 65 to become a licensed fiduciary advisor. His philosophy is simple: put the client first, communicate clearly, and do the kind of work you can be proud of.
He started Birdie Financial to do just that — building a firm grounded in integrity, transparency, and calm financial guidance that earns trust over time.
Joe lives in Omaha with his wife Kellee and their three daughters. When he’s not working with clients, you’ll likely find him on the golf course, attending a sporting event of his daughters, or planning the next Fantasy Football Draft trip with his best friends.
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Fractional Strategic Finance Services
Strategic Financial Consulting for Founders & Families
We help you understand the story your numbers are telling — and use them to make smarter, more strategic decisions.
Common deliverables include:
• Cash flow dashboards
• Monthly financial reviews
• Scenario planning & growth modeling
• Quarterly strategy calls -
Fiduciary Wealth Management
COMING JANUARY 2026
For high-income families and entrepreneurs who want aligned, long-term financial strategy. We offer transparent, values-driven investment management and personal planning — without commissions or confusing products.
Think of it as personal CFO support, focused on helping you align your money with your values
Fractional CFO Services for Small Businesses and Nonprofits — Based in Omaha, Serving Nationwide
Outsourced and Virtual CFO support to help you forecast, grow, and gain financial clarity.
Investment Management Coming January 2026
Transparent pricing. Fiduciary focus. The same steady Birdie approach — expanding soon.
Book a Free Discovery Call
Let’s start with a conversation about your goals — whether it’s gaining financial clarity for your business, your family, or both.
FAQs
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A fractional CFO is a senior finance expert who works with your business part-time or on a project basis—without the cost of a full-time executive. At Birdie Financial, our Omaha-based team provides fractional CFO services nationwide, offering the same strategic insight and forecasting support you’d expect from an in-house CFO, at a fraction of the cost.
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You likely need a fractional CFO when you’ve outgrown basic bookkeeping but aren’t ready for a full-time finance leader. Common signs include cash flow challenges, rapid growth, or difficulty forecasting. Our outsourced CFO services in Omaha help founders and nonprofits gain financial clarity, build budgets, and make informed decisions with confidence.
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Costs vary depending on business size and complexity, but most fractional CFO services start with flexible monthly retainers. Check out our Fractional CFO page to see our pricing. We average around $175/hour for C-Suite level strategy and deliverables.
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We work with founder-led businesses, nonprofits, and service organizations across industries like healthcare, professional services, and technology. Whether you need strategic financial consulting in Omaha or remote CFO support nationwide, we customize our approach to your unique goals.
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While our headquarters are in Omaha, Nebraska, we proudly serve clients nationwide through virtual advisory and strategic finance services. Whether you’re in Omaha or across the country, you’ll get the same hands-on partnership and clarity-driven approach.
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Schedule a complimentary Discovery Call to discuss your goals and challenges. In just 30 minutes, we’ll identify the right path—whether you need fractional CFO services, strategic financial consulting, or fiduciary wealth management support.