Monthly service includes:
- Monthly Financial Overview: I'll review your recent earnings and spending with you. This helps you see exactly where your money has gone, making it easier to manage your finances without needing to understand complex financial terms.
- Updated Cash Flow Predictions: I'll revise our forecasts to show how much cash you'll likely have in the coming months. This way, you can plan ahead with confidence, knowing whether you'll have enough to cover your expenses or invest in growing your business.
- Progress Check on Financial Goals: Each month, we'll review how close you are to reaching the financial targets we've set. Whether it's saving for a new investment or increasing your profits, I'll help you understand exactly where you stand and what steps we should take next.
Working alongside your existing bookkeeper or utilizing our team of experts, I ensure a consistently accurate financial picture, empowering you to make strategic decisions about pricing, hiring and investments, to propel your business to new heights.
Monthly support for businesses scaling to 7-figures and beyond
CFO monthly Services
One of the biggest challenges for growing businesses is understanding how to manage and plan for cash flow. In my Forecast With Clarity package, we’ll spend 2-3 focused sessions together, where I’ll help you:
These sessions are designed to give you a clear picture of your financial future, so you can make confident decisions without the constant worry of whether you'll have enough cash to support your growth.
And as always, you’ll have the option for continued monthly support after the sessions to help you implement and adjust the forecast as needed.
- Build a detailed 12-month cash flow forecast tailored to your business goals
- Identify potential cash flow gaps before they become an issue
- Make informed decisions on pricing, expenses, and future investments
- Understand how to optimize your bank accounts and payment processes to improve cash flow
These sessions are designed to give you a clear picture of your financial future, so you can make confident decisions without the constant worry of whether you'll have enough cash to support your growth.
And as always, you’ll have the option for continued monthly support after the sessions to help you implement and adjust the forecast as needed.
For the entrepreneur ready to take control of their financial future with a clear, customized 12-month roadmap.
3-session package
Forecast with Clarity
Starting a business can feel overwhelming, especially when it comes to managing your finances. That's where I come in! In our focused 60-minute session, we’ll cover everything you need to feel confident about your financial foundation, including:
- Which bank accounts are essential for smooth business operations
- How to easily track your income and expenses with customized spreadsheets made just for you
- The key financial metrics that matter most (and how to stay on top of them)
- Any burning financial questions you have—nothing is off-limits!
Financial Setup & Support for New Entrepreneurs
60-minute 1:1 session, plus 30 days voxer support - $500
Clarity Kickstart
book a free consult
I'm here to empower you in your role as CEO, by supporting your profitable decision making and ensuring you are growing your business for lasting and sustained success.
Ready to feel more confident and at ease with your financials?
Let's get started!
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