Meet Your Company’s Missing Puzzle Piece

See the big picture. Virtual CFO services help scale your business to the next level with financial planning and analysis.

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Strategy - Financial Projections - Reporting & Analysis - Trusted Partnership

You may be feeling like something is missing...

You've come a long way. You created a business that beat the odds of survival.

You're doing a great job of getting a lot of things done but those things aren't being done with strategic and financial vision.

You may even feel overwhelmed.

After 20 years of experience, we understand that it feels hard because it is.

You shouldn't have to be stuck between doing the day-to-day work that "keep the lights on" and doing the work that will take you to the next level.

Financial planning and analysis helps you get back to serving your community while making the money you deserve.

Partnering with a virtual CFO will help you...

Make better decisions, faster and easier: Eliminate overwhelm and confusion regarding pricing, where to focus, and decision making in all areas of your business.

Operate with greater intention and focus: Determine and plan for future activity, including profitability, scaling and hiring help.

See how your plans come together: Create a picture of how to maximize the allocation of resources, including time and money.

Easily show your plan to others: Financial projections are necessary if you are creating a business plan or a presentation for potential investors.

Prepare for the future and protect against uncertainties: having an experienced partner review and analyze your financial data helps you focus on what's necessary and helps you see things you may miss on your own.

The numbers side of your business is more than bookkeeping.

We can help you shift to a forward focus and grow your company.

Book a Call to Get Started

I’m here for you.

Hi! I’m Kiana Muhly.

CEO of Lotus CFO

Most people who start their own business, start with the mindset of “good enough.” As in: “I’ll make good enough: money to pay my bills, decisions to get me by; financial plan so I can pay my yearly taxes."

But good enough to pay your dues isn’t sustainable. You could've stayed in corporate for that - at least there's a steady paycheck, right?

But you wouldn’t have what you wanted. How you wanted it. When you wanted it. You wouldn’t have the business you’ve desired and you wouldn’t be able to create the life you’ve been dreaming of all this time.

I want that life for you. The one where you don’t have to wonder if you’re doing it right because you’ll have a solid plan to follow and revisit as many times as needed to get to your goals. Every. Single. Time.

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What to Expect

Hiring a full-time CFO is costly and can range from $200-500k annually. A CFO’s expertise is critical to a scaling business but the cost makes the service inaccessible to most business owners.

Hiring a Virtual CFO gives you the expertise you need at an affordable cost.

Partnering with Lotus CFO will help put you at ease – we’re not a regular service provider; we’re a part of your team. Here’s how it’ll work:

Book a Call

In our initial consultation, we will get to know your business and how we can help. We can also answer any pressing questions you may have. We offer consultation for free because we care.

Get to Know You

We discuss your business and goals in more detail. We have a unique method to help you get clear and think about your business in a way you likely haven’t before. We also connect your existing accounting system to our planning and analysis platform. As much as we LOVE Excel, it’s not as effective as our software platform, for many reasons.

Create Annual Roadmap

After we establish your goals, we begin the forecasting process (Projections and KPIs). This is an involved and iterative process. We’ll do the hard work and think about the tough questions. We’ll create forecasts of your cash flow, revenue, expenses, and profit. We make recommendations on how far out to forecast but, at a minimum, we will create a monthly forecast for a full year. Note: we’ll create a new forecast each year. We also work with you to establish financial and operational metrics.

Ongoing Support

You focus on what you do best - taking action to serve your community. We'll support you with ongoing reporting and analysis to keep you on track. We’ll meet with you monthly to report on your activity, update the forecast and provide recommendations. We also provide a weekly state of affairs report and are available to answer questions in between meetings.

Book a Call to Get Started

We want to see more women owned business' make more money and make it past 5 years in business.

“These tools are 🔥🔥🔥. I use them in my business and now my pricing is on point and my financial systems are in place. So good!!”

— Mandi

“Kiana, this is so amazing, I'm so excited to have these tools! I am even more excited than I thought I'd be to be getting my head around these numbers.”

— Naomi