Power foward CFO Package

Imagine having complete clarity around your finances, confident decision-making, and a roadmap to your business and personal goals.

Here’s What You Can Expect When You Partner With Us:

Improved Cash Flow

More cash in the bank. Less stress. More flexibility to move your business forward.

Reduced Debt & Higher Margins

Better financial management means stronger margins, smarter spending, and faster debt reduction.

Strategic Growth
Grow your revenue and your profit not just one or the other.

Confident Decision-Making
Make the big calls with clarity, knowing you have the numbers and strategy to back you up.

Full Support, No Guesswork
We walk beside you explaining, advising, and helping you make the most of every dollar.

Accountability Monthly CFO meeting and bi-weekly strategy calls

Tax Planning and Strategy

FAQs

  • A Fractional CFO provides high-level financial strategy, clarity, and decision-making support without the full-time salary. I help you understand your numbers, improve profitability, manage cash flow, plan for taxes, and make smarter business decisions.

  • Bookkeepers organize your numbers. Accountants can file your taxes. A CFO looks at the big picture guiding you on how to grow your profit, where your money is going, and how to plan strategically for the future.

  • I specialize in supporting service-based businesses (like agencies, schools, clinics, coaches, and service providers) that are earning 7 figures and want to pay themselves more, prepare for scale, or gain control over their finances.

  • We start with a deep dive into your financials and work through your personal and professional goals. You’ll receive customized reporting, tax strategy roadmaps, and direct support to help you implement what we uncover.