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 CFO Days are offered as half days (3 hours) or full days (6 hours).
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:
- Annual Budget Planning
- Financial Goals and Forecasting
- Monthly Budget-to-Actual and KPI Scorecard Reporting
Financial Forecasting
- Monthly Cash Flow Management
- Ongoing Systems Review to maximize your financial processes
- Payroll Setup and Ongoing Support
Money Systems & Management
VIP CFO Day:
Cash flow and budgeting
Our Reimagined Virtual Services
Introducing
- Customized Financial Dashboard to Track Metrics
- Weekly Financial Snapshot with Action Items & Areas to Focus On
- Monthly Financial Reporting
- Monthly Profitability and ROI Analysis
Financial Review & Analysis
VIP CFO Day:
Profit and Pricing
Team Building
- Full Bookkeeping Set-up, Support and Management
- Full Payroll Set-up, Support and Management (including all Federal and State tax set-up and reporting) using Gusto (this includes the monthly maintenance fee for Gusto)
- Full Invoicing & Payment Processor Set-up, Support and Management
Tools Management
VIP CFO Day:
Hiring and Growing Your Team
Love it. So what's actually included?
Each VIP CFO Day comes with the services outlined above, as well as:
- Tax Structure
- Accounting
- Financial Accounts
- Systems & Processes
- Taxes
- Payroll
- Pricing
- Budgeting/Projections
- Financial Analysis/Reporting & Long-Term Stability and Growth
A customized roadmap so that we make the most of our time together
Unlimited Voxer Support for X days
We're *this close* to launching VIP CFO days.
check back here soon for options to book!
or just hop on this nifty waitlist so you'll be the first to be notified when we're live. 😉
All the tax things that give you a headache? We're on it.
Annual Personal Income Tax Return Preparation for up to 2 owners (up to 5 states)
Annual Business Tax Return Preparation (up to 5 states)
Quarterly Estimated Tax Calculations for up to 2 owners
All Payroll Tax Filings
1099s Prepared and Filed
Sales Tax Management (additional fees may apply depending on # of states and transactions)
Annual Personal Income Tax Return Preparation for up to 2 owners (up to 5 states)
Annual Business Tax Return Preparation (up to 5 states)
Quarterly Estimated Tax Calculations for up to 2 owners
All Payroll Tax Filings
1099s Prepared and Filed
Sales Tax Management (additional fees may apply depending on # of states and transactions)
tax support
I'm a CPA & Biz Money Coach on a mission to turn online educators, service providers and coaches from "not numbers people" to badass money makers.
I'm a nut for Excel, an accounting & tax nut and a firm believer in empowering womxn to master the financial side of their businesses to build power, wealth and success.
My superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try me).