Our Services

 
 

Virtual CFO

personal review & budget

I want to know your future goals and provide the necessary resources and strategies to make it happen.

Includes: - 30 minute discovery call to review your current financial structure and discuss goals. 

- 6 Month Budget specifically designed to help you eliminate overspending, increase savings, and remove financial barriers.

monthly financial reporting

A budget is the first step to your financial plan for your business, but your forecast is a continuous process.  For a mature business, more expenses are involved and have to be analyzed each month.  We will update your forecast monthly based on actuals vs. budget and provide financial recommendations along the way.  A Monthly Comparative Statement of Income, including a Dashboard with KPIs to track your business is also included.

ad hoc financial analysis

Need help analyzing a data set? We've got you covered.  Tell us your objective and we will provide a detailed analysis report with a summary of findings and recommendations.

debt reduction and management

Are you ready to eliminate debt? We create a specialized plan to eliminate debt, spend less, and reach your financial goals.

 

Coaching/Mentoring

COACHING

You know EXACTLY what you want to do.

You owe it to yourself to stop procrastinating and make it happen. It’s time to position your Business for 6 Figure Success. #MakeMovesthatMatter is an 8 week coaching program for side hustlers, full time and aspiring business owners like you - who know what they want to do in their business but can’t seem to maximize their money moves.

1:1 Mentoring

Do you have a business idea but need guidance on creating your plan?  With our coaching programs, we will provide the steps and accountability to help you execute based on your timeline.

FINANCIAL COACHING

Become your own CFO! Track your financial performance with the creation of a budget and fiscal operating plan for your business. We will provide insight on expense cutting, profitability, and a realistic forecast that will keep your business on track.