CFO Sessions: VIP Consulting Day
Get a CEO-level money plan in one day. We create a crystal clear financial roadmap tailored to your business so you can hit your financial goals with confidence.
Book a CallWho this is for
You already have money coming into your business but you're not sure how to manage it or how to reach the next level of growth in your business. My CFO Session VIP Day is designed for you if you can relate to any of the following:
- You're past the scrappy startup phase and ready to manage money like a CEO.
- You want more than a traditional CPA who only talks taxes or a bookkeeper who just reports past numbers.
- You're looking for a smart, strategic guide who helps you plan for what’s next so you can hit your goals with certainty.
CFO Session VIP Day
$1499
We do the math to solve for your biggest money pain points, such as:
- Create a business revenue and spending plan for the year
- Manage cashflow to avoid the boom and bust
- Determine how much and how often to pay yourself
- Your next hire mapped out: budget to grow your team
- Save for taxes year round to avoid surprises
- Figure out a plan to be free from debt
All The Tools You Need To Build A Successful Online Business
Let's create a crystal clear money plan to hit your business goals.
We'll establish your most immediate needs on our discovery call and gather some information prior to our scheduled day. Then, you and I put our heads together on our morning call, and I roll up my sleeves and do the math. You end the day with a crystal clear financial roadmap tailored to your business.
We answer your most pressing money questions, and I use my expertise to lean into areas of your business that need the most support. A follow up meeting within 30 days ensures you're feeling supported and staying on the right path to hit your goals.
How It Works:
CFO Session VIP Day Timeline
Barb Anderson, Minnesota
I just wanted to reach out and say Thank You for sharing your knowledge and advice with me. I feel so much better having a plan moving forward that includes paying off my debt in a year!
You not only forecasted my next year, but found a way for me to make more that 10X what I paid you!
This is what business owners at the next level do
Winging it with your business money will only get you so far. It's time to step into the role of the business leader you're becoming and start to financially plan like one.
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