HEY, WORLD CHANGER:
It's Time to Level Up Your
Finances
Tired of feeling confused when you get the P&L reports from your bookkeeper? Wish you had more clarity and guidance when making financial decisions in your business?
SURE, YOU *COULD* DO IT YOURSELF.
But if you're anything like me, you need help to take your finances to the next level. You want someone to tell you what works and what doesn't.
Our Fractional CFO services are designed to give you the information you need to make strategic decisions in your business without a much of financial mumbo jumbo. We don't speak some secret language only accountants understand, we talk like normal folk who just so happen to know a lot about money. And that's our secret, truly, making our clients feel empowered to understand their business numbers so they can make great decisions is our top priority.
real results:
"I feel empowered and hopeful now about my financial future"
Sarah breaks down financial concepts in a way that doesn't overwhelm me, while at the same time helping me feel like my goals are attainable. I feel empowered and hopeful about my financial future. I wholeheartedly recommend her!"
- Lisette, Brand Strategist & Web Designer
WHAT IT IS
advisory
Profit Projections, KPI specific reporting and Optimization advice
budgeting
Profit First TAPS budget creation and implementation
bookkeeping
Reconciliation, categorization and receipt tracking
let's be real.
No one likes financial reports
That's why we create custom dashboards that track the things that matter most to you. So you can visually see exactly how you are tracking towards your goals and we can adjust as needed to make sure you're on target.
No more Profit & Loss spreadsheets that make you scratch your head. No more Balance sheets that tell you nothing about the real health of your business.
IF YOu'RE READY TO:
make confident decisions to grow your business while keeping your profit high
have 100% clarity on the financial health of your business
receive reports you can actually use, built with your business goals in mind
feel like your finances are effortlessly working behind the scenes
The support is so comprehensive. Every time we meet the value blows my mind!
- nicole, softball students
HOW IT WORKS
Inquiry Call
Book an inquiry call to discuss your specific needs and package and set a start date.
Onboarding
Our structured onboarding process will walk you through everything you need to get us working as quickly as possible toward your goals
Ongoing Butt-Kicking
We hit the ground running and once you're onboarding is complete we enter what we refer to as our "kaizen state". Japanese philosophy for "state of continuous improvement"
ABOUT US
We're Experts at Making Money Management Easy
We excel at making the complicated easy, efficient and effortless for you. Each part of our process is designed for maximum benefit with your long-term goals in mind. We want you to succeed!
ABOUT YOu
You're Someone Who Needs A Partner
You want someone who you know you can count on, call on, and ask questions of whenever you need to. You want someone who will partner with you to help you build a strong financial foundation for your business.
With this service:
YOU WILL:
+ GAIN financial clarity
+ confidently make financial decisions
+ set yourself up for long-term profit
+ optimize your financial processes
