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 personalized support for your ongoing projects and launches.
Sometimes that means individualized financial projections, asset analysis, budget analysis and cash flow management.
Sometimes that means an extra set of eyes to help you identify your goals and objectives, a strategy to map out the steps you need to take, and a plan to bring them to fruition.
CFO Consulting & Advisory Service
The hands-on, done-for-you add-on advisory service that helps successful service providers like coaches, consultants and course creators track the numbers, hit milestones and exceed goals by getting laser focused on their goals, budget and business trends.
Do you have your accounting and bookkeeping covered?
Need a Detailed Deep-Dive into your numbers?
Are we already doing your accounting and bookkeeping? Or maybe you have your accounting and bookkeeping covered?
But you’ve looking for a little more personalized number reviews and deeper dives into the details?
Yes? Then the CFO Consulting Service is 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 CFO Consulting Service package includes:
💡 Financial statement review & analysis with video notes for you and your accounting team
💡 CEO/CFO strategy sessions where we will brainstorm a plan of action that helps you hit (and exceed) your money milestones and profit goals
💡 CEO/CFO checkin sessions to check progress and tweak the plan
💡 Session recordings so you can be present and focused (instead of feverishly taking notes)
💡 Assistance with Special Projects like budgeting + analysis, forecasting + projections, project/launch forecasting, custom reporting, etc
💡 Unlimited email & Voxer support in between strategy sessions
**the duration of this service is 90 days from your first session (one calendar quarter)**
How we Get Started – Our New Client Process…
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 are ready to get the numbers party started.
STEP THREE - NEW CLIENT ONBOARDING + SERVICES KICKOFF
You’ll be invited to our secure client portal and we will finalize + optimize your money systems, get you set up on our systems and start your ongoing services
Here’s what our clients have to say about working with us…
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.
She really understood the inner workings of my business, usually I have to do a lot of explaining when it comes to how I run my business or what my business even is but she got it right off the bat!
It’s more than bookkeeping and accounting people!!
Not quite the service or support you’re looking for?
LOOKING FOR ASSISTANCE MIGRATING TO XERO ACCOUNTING SOFTWARE?
check out our Xero Cleanup: Migration/Review + Cleanup Service (Coming Soon)
looking for self-paced trainings to walk you through the basics of bookkeeping & accounting?
check out our workshops and programs