You already have a multiple 6 or 7 figure business – You need a part time CFO.
YOU ARE IN YOUR ZONE WHEN IT COMES TO HELPING YOUR CLIENTS.
Creating. Teaching. Coaching. Healing.
You have a brilliant tribe of those who adore you and your gift.
You have a dedicated team.
You have amazing products & services.
Your last launch was a BLOCKBUSTER.
This entrepreneur thing is really working!
You’re getting paid to do what you love. [and yes, it’s a cliché for a reason!]
The sun is shining very brightly.
There’s one dark corner in this light filled room.
You’ve pushed it away into a closet and shut the door.
You want to open it, but it’s too stressful.
It fills you with anxiety, so you postpone it for now.
After all, there’s that blog post you REALLY need to finish.
And you have that team meeting in 2 days … and the next launch plan … oh and your VA was complaining about that little glitch with the newsletter delivery … better check that out.
And so it gets lost in the busyness.
YOU KNOW WHAT I’M TALKING ABOUT.
Your books. Your accounting. Your financials. Your taxes.
It’s painful because you don’t understand it completely.
It’s painful because you have fear around it.
It’s painful because there are too many negative emotions tied in with money.
How can it be so complicated. It doesn’t make sense.
YOU KNOW YOU NEED TO DEAL WITH IT.
But not right now. Maybe later….
Well, I have some good news for you!
This package was lovingly created with YOU in mind.
You are a bright shining star.
The ability to handle your money is already inside you.
All I’m going to do is shine some light on it.
[And stand with you the entire way]
My team and I will be your CFO.
Together we will look at your business and create an entire plan for the books, accounting, financials and taxes based on your vision and how you work.
All you need to bring to the process is two things:
1. Your current finances
2. An open mind
HERE’S WHAT WE’RE GOING TO DO TOGETHER:
1. In the first 30 days, we will:
– Look through your bank accounts
– Look at or create your savings goals
– Figure out your retirement planning
– Review your upcoming launch plans
– Look through Infusionsoft/Ontraport
– Review your state tax filings
– Make sure you’re officially getting paid
– Get you on a plan to pay taxes on a regular basis
– And much more.
2. Following that we will:
Maintain your books, your accounting, your taxes and keep everything well oiled and running.
A multiple 6-figure or 7-figure business like yours, over time, develops a large financial footprint. My job is to contain it and simplify it so it feels calm and safe to you – the owner.
Price – determined after application
Minimum $1,500 per month. Please come prepared for that.
Click below to book a session first – once we both determine we are the right fit to work together, we will do an intake and create an implementation plan. You can choose the 30 or 60 minute session based on the number of questions you have.