CFO Program
Ongoing financial leadership for business owners who need more than a strategy session.
Tax strategy tells you where you stand once a year. The CFO Program tells you where you stand every month — what's coming in, what's going out, what you can safely spend, and where the leaks are before they become problems.
This isn't standard bookkeeping oversight, and it isn't a once-a-year consultation.
It's a structured process built around four things:
Finding where money is actually leaking —
reviewing real spending, not just categorizing it
Building a real financial floor — reserves sized to your business, not a generic rule of thumb
Directing freed-up cash on purpose — reserves first, then tax efficiency, then growth, then what you take home
Eliminating costly debt strategically — prioritizing what's actually hurting your cash flow the most, not just the smallest balance
You stay in control of every decision and every dollar. We monitor, advise, and give you a clear picture — you direct the money.
This is for you if:
Your business generates real revenue, but you're not confident about where it's going
You want someone tracking your numbers regularly, not just at tax time
You're ready to move from reacting to your finances to directing them
Pricing is based on how much hands-on involvement your business currently needs — from businesses that are already well-systematized and just need oversight, to owners who are still the engine of the business and need more direct, regular guidance.
$550,000+ in annual income (personal or business)
to qualify for the CFO Program.