You Deserve This
Are you tired of being lost in the bookkeeping, playing catch-up at tax time, and wondering how you got here financially? Of course you are! Numbers aren’t your zone of genius. You waste so many hours trying to figure it all out and get it done when you could be spending that time on the things that add value to your business. It’s driving you crazy because you know you’re ready to grow and scale! There just isn’t enough time in the day to “do it all” yourself.
It’s okay! Really, it is. Every successful business owner reaches this point in their journey. You’ve been toughing it out with DIY bookkeeping or finally gave yourself the gift of a great bookkeeper. But you still don’t really understand or pay attention to all those financial statements. You hire a tax preparer at year-end because you know that’s the best way to get every tax break possible. But they only deal with the money that has already been made and spent. It’s time to hire a virtual CFO to get intentional with your money BEFORE it does anything! Your business is capable of sustainable, predictable, and scalable profits when you understand and use your financial information to do it.
With a CPA license and over a decade of experience in audit and accounting, I know how to technically help you do this. Do you want to know what’s more important than the degrees, certifications, and technical knowledge? I learned this lesson early in my career… successful action in accounting and finance is about so much more than just numbers. It’s about the people. As a small business owner, this company is personal to you. It has a direct effect on your lifestyle. You are responsible for that same direct effect on your employees or contractors. I get it! You deserve someone PASSIONATE about your finances and the people it impacts. That’s me!
Pick Your Package
- All packages require a 12 month commitment and include first-time client onboarding.
- Reduced monthly pricing available if you prefer to pay the onboarding fee up-front.
- Onboarding takes 3 months including the financial foundation and assessing the 4 corners. Monthly/quarterly processes begin in month 4.
Starting at $995/month
Is your business closing in on that six figure mark but you can’t seem to push through? Maybe you’ve finally reached it and want to make sure you stay there?
BREAKTHROUGH CFO is exactly what you need to set the necessary financial foundation for sustainable business growth. We will set you up for success AND figure out what works (or doesn’t work) to get you making more money and keep your profits growing!
With this base package you get:
- Onboarding and setting the financial foundation
- 4 Corners Framework (profit assessment, expense analysis, revenue analysis, and budget/forecast)
- Preparation of quarterly CEO Analysis Workbook including key financial facts, budget-to-actual variance analysis, proposed updates to the budget/forecast (as needed), and proposed updates to cash allocations (as needed)
- Quarterly 1:1 financial statement review meeting/call with discussion of financial review workbook and support for financial decision making and analysis
- Annual Strategy Session with customized budget/forecast
- Unlimited email support with business hour responses
- Discounted rates for additional analysis if needed
Starting at $1,495/month
Are you ready to delegate and dig in so you can get more time and money back for yourself? Do you want to be better prepared for anything this world could throw at you?
FOCUSED CFO will reveal the truth about where your business stands financially, identify where you want it to go, and give you a clear path and process to get there. Along the way, we will figure out how to “problem-proof” your business when life happens. You deserve to make a great living doing what you love and that means stressing less about everything that could change that. You will end the year knowing you are entirely in control of your business growth, direction, and trajectory because you know exactly what makes the numbers move and how to respond.
With my most popular/signature package you get everything in the Breakthrough CFO package PLUS:
- Preparation of monthly CEO Analysis Workbook including key financial facts, budget-to-actual variance analysis, proposed updates to the budget/forecast (as needed), and proposed updates to cash allocations (as needed)
- Monthly 1:1 financial statement review meeting/call with discussion of financial review workbook and support for financial decision making and analysis
- 9 additional assessments/analysis to assist in management decision making (1 per month after onboarding)
- Transition to and coordination with bookkeeper/accountant and tax preparer/CPA to ensure reliable and accurate financial information and tax filings are completed on time (fees and payment not included)
- Discounted rates for bookkeeping, tax preparation, or additional analysis if needed
Starting at $1,995/month
Are you looking for a one-stop-shop to get all the accounting and finance work done for you? Maybe you’re ready to get out of the researching, hiring, and reviewing candidates aspect of the business?
COMPREHENSIVE CFO is the most hands-off yet “in the know” package I offer. I will make sure your accounting and finance needs are covered, all you have to do is make the management decisions and participate in the problem-solving solutions.
With this all-inclusive package you get everything in the FOCUSED CFO package PLUS:
- Unlimited assessments/analysis to assist in management decision making including updates to the 4 Corners (profit assessment, expense analysis, revenue analysis, and budget/forecast), CEO Analysis Workbook (budget-to-actual variance analysis, budget/forecast, and cash allocations), sensitivity analysis, etc. upon request
- Performance of all bookkeeping and tax preparation activities (through reliable contractors and referral partners with fees included in package price) with coordination and review by 4 Corners CFO.
Not quite ready to commit to a package?
Schedule a VIP Day!
One payment of $1,295
The VIP day is exactly like it sounds. YOU are the Very Important Person. This day is tailored to meet you (and your business) exactly where you are in your finance journey. Don’t worry if you aren’t sure where that is. We will figure out before the meeting starts. I will tell, show, and work side-by-side with you in this 1:1 setting to set, adjust, or assess your financial foundation and complete the project with the most impact on your business. You will end this day with everything you need to take your business to the next level!