CFO Services

Taking your solid money foundation to the next level of growth and profitability

Yes! I'm Ready...Let's Get Started!
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Ready to increase your productivity, efficiency AND profitability?

You’ve got your accounting and bookkeeping covered but you want to dig deeper into your numbers.

Sometimes that means ongoing personalized support for ongoing projects, financial projections, asset analysis, cash flow management and more

Sometimes that means adding personalized support to the accounting & bookkeeping team you already have so that you can identify your goals and objectives, map out the steps you need to take, and bring them to fruition.

Here’s how we can help:

👉🏽 Fractional CFO Services

👉🏽 CEO/CFO Consulting Services

Fractional CFO Services

The hands-on, done-for-you add-on service that helps successful service providers like coaches, consultants and course creators track the numbers, hit milestones and exceed goals.

The Fractional CFO Services package includes…

Virtual Accounting & Bookkeeping Services

our top to bottom, done-for-you services that takes care of your business’ recordkeeping, cashflow monitoring and financial reporting

Team & Systems Support

weekly status updates, unlimited email & Voxer support + Xero software subscription

Special Projects

personalized to your business and needs; including,but not limited to, budgeting + analysis, forecasting + projections, contractor management, project/launch forecasting, custom reporting

Quarterly CEO/CFO strategy sessions

our brainstorming time…during your session, we will talk about your goals & plans to get there, your budget, as well as, the overarching trends in your business and their impact

Starting At $1500

Annual Retainer, Payable Monthly
Does NOT Include Catch-Up or Cleanup Fees

How we Get Started – Our New Client Process…

Step One - Book A Money Systems Assessment call

A mini-systems review that we do together – where we discuss  the level of support you need, any add on services and how The Common Cents team help

Step Two - Proposal + Service Agreement

Per our discussions, you’ll receive a service agreement that outlines + confirms the scope of agreed-upon services. Once signed, we can get to work and on to step three…

Step Three - Money Systems Optimization

We will finalize + optimize your money systems, get you set up on our systems and get started with selected ongoing services

Here’s what our clients have to say about working with us…

Catherine Just
Catherine Just

It’s deeper than the money.  It’s about more than just bookkeeping and accounting.

It’s about creating the business that serves me the best and serves my clients in the best way that I can.

Every time I question what I should do next, I go to Joyce.  She is my go to person.

I know she is going to tell me the truth, get me back on track.  I appreciate her direct, concise solutions.

Kat Kim
Kat Kim

She gave me honest, practical, and real feedback .

It just made so much “cents” that I didn’t have to put another thought into it.

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CEO/CFO Consulting Services

The hands-on, intensive sessions plus support to help you get laser focused on your goals, budget, and your business trends.

Do you have your accounting and bookkeeping covered? Need a fraction of our Fractional CFO Services?

Do you have your accounting and bookkeeping covered? Need a fraction of our Fractional CFO Services?

Yes? Then the CEO/CFO Consulting Services are for you.

Since you have you accounting and bookkeeping covered, BYOB…bring your own books and we can build from there…digging deeper into your numbers for the money numbers magic helping you to set goals and hit your money milestones.

The CEO/CFO Consulting Services package includes:

💡 Financial statement review & analysis with video notes for you and your accounting team

💡 Quarterly CEO/CFO strategy sessions where we will brainstorm a plan of action that helps you hit (and exceed) your money milestones and profit goals

💡 Session recordings so you can be present and focused (instead of feverishly taking notes)

💡 Assistance with Special Projects like budgeting, projections, launch forecasting, custom reporting, etc

💡 Unlimited email & Voxer support in between strategy sessions

Investment: $9000

Annual Retainer, Payment Plan Available
Does NOT Include Catch-Up or Cleanup Fees

Not quite the service or support you’re looking for?

looking to get started with accounting and bookkeeping services?

LOOKING FOR STRATEGY, BUDGETING, Trend ANALYSIS or SySTEMS OPTIMIZATION?

looking for self-paced trainings to walk you through the basics of bookkeeping & accounting?

check out our workshops and programs

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Money Matters Checklist

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Money Matters Checklist

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