Numbers Tell a Story.
Let's Understand Yours.

Investing in financial planning for your growing business is an investment in your sanity and your future success.

You'll save time and money on avoidable mistakes and can allocate more time to tasks that generate additional revenue and keep you in your zone of genius.

Partnering with a virtual CFO will save you time and help you make more money in your business.

As your CFO, I'll do the hard work behind the scenes and provide you with summary and dashboard level detail so you have the takeaways, knowledge and confidence to take action.

Worried that your results won't match the plan we create?

Remember - a plan is just that - a plan. It's not meant to materialize exactly as laid out. It's a tool. It's meant to help you focus, be more intentional about your activities and how you approach your work, and it helps you make easier and faster decisions.

The forecasting process helps you flush out your ideas. We will create different scenarios based on your ideas so you can see the potential impact to your profit and cash flow. It's also updated monthly so you can see how your plan is impacted by actual results.

Bookkeeping focuses on recording and reporting on historical activity. While that's necessary and analysis of the past is a key tool, looking forward at the potential of your business helps take you to the next level.

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Go beyond bookkeeping...it's time to shift to a forward focus.

FEEL CALM — Say goodbye to number anxiety and hello to an understanding of financial goals you're excited about.

OPERATE WITH EASE — Have a systematic approach that is sustainable for you to continue to use over time.

GET CLEAR— No more second guessing if your numbers are matching up to the goals you have for your business.

GAIN CONFIDENCE — Understand how your finances directly impact and drive your business and personal goals.

FREEDOM TO DREAM BIG — No more settling for what will get you by. Use your finances to drive the goals to reach how your ideal daily life looks.

EVERYTHING IS IN ORDER — Have complete order in every step that you take to your next financial goal.

Here's how we can work together.

We offer two CFO packages with different levels of support—book a call to discuss which option is best for you.

Virtual CFO Package 1

Annual Forecast
+ Monthly Reporting & Analysis

Annual preparation of financial projections and determine metrics
Maintain accurate and up-to-date records (bookkeeping)—record transactions in cloud-based software, ensure bills are paid and receipts collected
Monthly financial statement package—balance sheet, profit and loss statement, statement of cash flows, dashboard, and executive summary of budget to actual analysis with recommendations on areas of focus, as necessary
Monthly meetings to discuss financial performance and walkthrough of financial statement package
Update forecasted cash flow and profit & loss statement
Analysis of and recommendations on business decisions
Weekly update to report on status / state of affairs
Available to address questions (Voxer during business hours)
Coordination with other service providers, as necessary (ex. tax accountant)

Book a Call to Get Started

Virtual CFO Package 2

Annual Forecast
+ Quarterly Meetings

Annual preparation of financial projections and determine metrics
Access to reporting software to self-review monthly financial statements (budget vs. actual), rolling forecast (projections updated to account for
actual results), and dashboard (financial and non-financial metrics)
Quarterly meetings to discuss financial performance
Access to training series, including but not limited to
- How to use software
- Updating forecast
- Monthly review

Book a Call to Get Started

What working together looks like:

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

What our clients are saying...

“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