You’re looking for a financial advisor who will demystify the numbers in your business and help craft a strategy to grow your profits and hit your financial goals.
You’re looking for the perks of a full-time CFO without the salary expense. I’ll not only provide analysis, reporting and strategic advice, I’ll oversee the day-to-day financial aspects of your business.
Your business is growing fast and you want an outside, expert perspective on the financial aspects of your business, but you’re not ready to commit to a full CFO.
Virtual CFO days are designed for business owners who want to take off one hat, at least for a day.
Who can benefit from a Virtual CFO Day?
You’ve built this awesome business but you’re not sure if you can afford to hire, your cash flow’s all over the place and you really have no freakin’ clue what’s going on with the money stuff in your business. You’re loving all the other parts of your business but the financial stuff just feels so dang hard.
Think of us as your biz money bestie on call! As your biz bestie does, we’re going to help you get your business financially healthy so you can grow strong and sustainably.
We’ve created three different VIrtual CEO experiences and each one is geared toward a specific aspect of your business. Choose from: Cash flow and Budgeting; Profit and Pricing; or Hiring and Growing Your Team. VIP Days are 6 hours and can be broken into 3-hour increments spread over 2 days.
for that badass business owner (you!) who wants access to a financial expert but doesn’t need year-round support
Virtual CFO Services
The Virtual CFO Day is perfect if:
- Customized Annual Money Plan
- Set Realistic and Actionable Financial Goals to move your biz forward
- Establish Systems and Processes to engage with your Money Plan during the year without a lot of time!
money plan
(aka "budget")
- Personalized Cash Flow Tracker
- Discuss & implement strategies to improve cash flow
- Establish Processes and Policies to ensure good cash flow
cash flow & optimization
VIP CFO Day:
Cash flow and planning
Our Reimagined Virtual Services
Introducing
BOOK YOUR VIP DAY
- Comprehensive Profit/ROI Analysis of your current offers
- Develop a Strategic & Actionable Plan to increase profit/ROI
- Pricing Evaluation and Recommendations
- Outline a plan for communicating & implementing pricing changes
PROFIT & PRICING
VIP CFO Day:
Profit and Pricing
BOOK YOUR VIP DAY
PAYING YOUR TEAM
- Customized evaluation of who you should hire and how you can afford to pay them
- An ROI Analysis Tracker so that you can evaluate if your hires are resulting in a return on your investment!
GROWING
YOUR TEAM
VIP CFO Day:
Hiring and Growing Your Team
- Development and implementation of a strategy to pay yourself and your team consistently and well
- Evaluation of what benefits it would make sense to offer and how you can afford to pay for them
BOOK YOUR VIP DAY
BOOK YOUR VIP DAY
BOOK YOUR VIP DAY
Love it. So what's actually included?
Each VIP CFO Day comes with the services outlined above, as well as:
A customized roadmap so that we make the most of our time together
Unlimited Voxer Support for 90 days