CFO Services
for Coaches & Consultants
Helping business coaches, consultants and counselors implement
proven financial processes
to pay yourself consistently,
pay the IRS consistently,
&
plan for the future
Are you ready to feel empowered to make business decisions because you know they won’t nose-dive your bank account?
No more QuickBooks frustrations.
No more surprises at tax time.
No more wondering if you’re paying too much in taxes.
This is where you bring on a strategic financial partner to get the proper systems and processes in place. This is where you pay yourself a consistent salary, despite the peaks and valleys that come with running a coaching or consulting business.
Here’s what working together looks like:
We meet every month and plan out all the revenue and costs for your VIP clients, your group program launches, your subscription programs - all of it.
You know what’s going to happen before it happens.
No more guessing.
This is also where your
business profits
and your
personal financial goals
meet.
We don’t just work through the bookkeeping, tax savings, and cashflow planning of your business (we do, believe me!). But we also look at how to structure and plan profit so that you can build a life and legacy you want.
Want to give to your favorite charity?
Pay off your mortgage?
Fund your retirement?
Save for your kids college?
#same. Let’s get you there.