By invitation only · The Affluent CFO™
CFO services for
high-growth
female CEOs.
I'm Patrice Malloy, CTA — The Affluent CFO™. My role isn't to simply manage numbers; it's to serve as the strategic architect of your financial empire — partnering with women founders scaling $500K–$10M in service-based businesses, consultancies and agencies.
20+
Years in the finance space
366+
Businesses transformed
$73M+
Client revenue range
69%
Success rate
The invitation
This isn't an open door.
It's a curated partnership. I take on a deliberately small number of founders at a time — businesses that have cleared the first plateau, where the numbers have stopped being a bookkeeping problem and become a strategy problem.
Designed for founders who
- Lead with vision and demand financial precision.
- Are scaling into the multi-millions, or preparing for a profitable sale.
- Value white-glove CFO strategy delivered with Fortune 100 expertise and boutique discretion.
Built for
Service-based businesses, consultancies and agencies.
Sweet spot
$500K to $10M in annual revenue.
Admission into this level of financial partnership begins with a private clarity call. If accepted, you gain access to elite-level financial leadership reserved for women building legacies, not just businesses.
Services
We don't manage wealth.
We architect futures.
Six disciplines, one financial architecture. Engaged as a whole, or where the pressure is greatest.
CFO Services
Fractional executive-level financial leadership, without the executive headcount.
- Financial leadership
- Board reporting
- Strategic planning
Financial Transformation
A complete financial overhaul that positions the business for exponential growth and profitability.
- Cash flow optimization
- Profit margin analysis
- Growth strategy
Corporate Taxation
Tax strategy that maximizes business wealth while holding full compliance.
- Tax planning
- Compliance management
- Wealth optimization
Strategic Advisory
High-level counsel for the decisions that actually move valuation.
- Business planning
- Market analysis
- Performance metrics
Profitable Sale Positioning
Preparation for maximum valuation — and an exit you control the terms of.
- Valuation optimization
- Due diligence prep
- Exit planning
Risk Management
Comprehensive assessment and mitigation for growth that survives itself.
- Risk assessment
- Insurance planning
- Asset protection
Engagements begin with a private clarity call.
Request an invitation
Fortune 100 expertise. Boutique discretion.
As seen on
“Patrice Malloy has revolutionized how successful women approach business finance. Her Unapologetic Affluence™ methodology is transforming businesses across industries.”
The founder
Patrice Malloy, CTA
The Affluent CFO™
For more than twenty years I have worked in the finance space as your financial fairy gawdmother™ and money multiplier for women determined to create both impact and income.
I've staked my claim as an expert in financial transformation, corporate taxation, strategic advisory, and positioning businesses for sustainable scale and a profitable sale. I create Unapologetic Affluence™ for powerhouse female founders — not by softening the numbers, but by making them say something far bigger.
- Financial transformation
- Corporate taxation
- Strategic advisory & consulting
- Business sale positioning
Questions
Before you request a call.
What does a fractional CFO actually do?+
I take the financial leadership seat usually reserved for a full-time hire: forecasting, cash flow, margin, pricing, board-ready reporting, tax positioning, and the strategic decisions those numbers make possible. You get the judgement without the executive headcount.
Do I need to already be at $500K?+
The work is built for founders between $500K and $10M in revenue — service-based businesses, consultancies and agencies, most often. Below that, the need is usually a bookkeeper or a course, and I will tell you so.
How is this different from my accountant?+
Your accountant records the past. I architect the next twenty-four months: what to charge, what to keep, what to cut, what the business is worth, and what has to be true for a profitable exit. Your bookkeeper and CPA stay in place.
What happens on the clarity call?+
Thirty minutes, private, no pitch deck. You describe the business and the number that keeps you up at night. I tell you plainly whether I can change it. If I can't, I'll say so and point you somewhere better.
Is my information kept confidential?+
Entirely. Engagements are covered by a confidentiality agreement before a single figure is shared, and I never name clients publicly without written permission.
Request an invitation
Begin with a
private clarity call.
Tell me the shape of the business: what you do, what you are scaling toward, and the number that keeps you up at night. I read every request myself.
If there is a fit, you will receive a private link to book a 30-minute clarity call. If there is not, I will tell you plainly and quickly.
- Response
- Within 2 business days
- Format
- Virtual & in person
- Availability
- Limited