Bi-Monthly CFO Meetings: Benefit from even more personalized support with two monthly meetings. We’ll ensure you’re always on track and ready to tackle any financial challenges.

CEO Roadmap Creation: Receive a bespoke roadmap tailored to your business goals, ensuring you’re on the path to sustainable success.

Rolling 13-Week Cash Flow Forecast: Stay ahead of your finances with a detailed cash flow forecast, helping you make informed decisions and maintain a healthy cash flow.

Expense Audit: Conduct a thorough audit of your expenses to identify cost-saving opportunities and improve your bottom line.

Annual Budget: Develop a comprehensive annual budget that aligns with your strategic business goals.

Strategic Business Planning: Work with me to create and implement strategic plans that drive business growth and profitability.

Profit First Implementation: Implement the Profit First methodology to ensure your business is consistently profitable and financially healthy.

Quarterly Tax Planning: Stay ahead of tax obligations with quarterly planning sessions, allowing you to optimize your tax strategy throughout the year.

Year-End Tax Return Preparation: Optimize your tax strategy with bi-annual planning sessions and ensure seamless tax return preparation at the end of the year.