Virtual CFO Services
High-touch money management & financial
planning for expanding entrepreneurs.
Go Beyond Bookkeeping
Growing a business means making lots of impactful financial decisions.
And as the CEO, there’s a lot of pressure on you to make the “right” choices.
Whether you’re…
- Transitioning to an agency model or hiring full-time employees
- Bringing in 6-figures or more, but still not hitting profit goals
- Preparing to make significant investments in your business
It’s easy to feel overwhelmed and pressed for time as your business changes, even if you know what you’re doing.
But there’s good news for you…
Let's Work Together!
You don’t have to grow alone.
I want to partner with you as you step into this growth as a CEO.
The CFO Package was created to help you go from seeing every investment as a leap of faith to feeling completely confident about how you’re using your money.
Here’s how:
- High-touch, profit-focused financial planning. (We won’t shy away from big dreams or actionable steps.)
- Supportive money management. (You’re never alone. I’m always available to chat, celebrate, and clarify.)
- Clear, customized reports that go beyond just profit/loss. (Plus digestible visual reports.)
Does this sound like something you’d love?
Be my CFO!
"Before working with LoriAnn (and team) I wasn't keeping track of my finances well. I paid myself out whatever I felt like it and did so very inconsistently. I didn't have a handle on my operating costs at all and the only thing I did right for myself was put aside money for taxes.
The most positive change since working together is not having to worry about finances in the way that I used to. I love knowing how much money is coming in and where it's going. One of the biggest impacts is my new sense of security. I was able to establish a slush fund for my business, which helps me budget for future business investments/ emergency funds."
-Ashly Brook, Social Media Manager + Mentor
Read more Testimonials!It’s time to shift focus from mere existence to massive expansion.
And it starts with structuring your business finances to align with your personal dreams and goals.
The CFO Package is designed to give you a clear view of your finances
and support for both the day-to-day and your vision for the future.
Is it time for you to go beyond bookkeeping?
Stepping up to CFO services can be a big decision, especially if you’re already getting monthly bookkeeping done. (Whether with me or someone else!)
It might be time to make the switch if you’re…
- Steadily increasing your income with little to no increase in profit
- Preparing for a business boom ahead of a launch, pivot, or team expansion
- Feeling bombarded by big choices and want informed, unbiased support
- Unsure of how to create a long-term financial plan for your business
- Confident managing your own finances, but simply don’t have time
Want to chat about whether CFO services are the right fit for you? Let’s talk!
Schedule a free discovery call!
The CFO Package offers an elite experience with a friendly flair.
Here’s what you can count on with CFO services:
Monthly...
- All income and expenses categorized
- Bank account and credit cards reconciled
- Clear financial statements in your inbox (income, balance sheet, cash flow)
- Budget-to-actual financial reports
- CFO dashboard customized to your business
- Cash flow forecast for strategic financial planning
- Visual reports so you can see numbers at a glance
- Payroll management
Annually...
- Year-end financial reports (income, balance sheet, cash flow) so you can see the bigger picture
- 1099 management (that’s right, you never have to worry about it again)
Personally...
- Monthly 1:1 60-minute Zoom meeting to set and review goals
- Unlimited Voxer/email support for daily decision support (and to celebrate wins, big or small!)
Starting at $1,200 / month
Sign me up for CFO services!
How things go from here...
Discovery Call
On this free 30-minute call, we’ll get to know each other, talk about the level of support you need, and decide if we’re a mutually good fit.
Onboarding
Once it’s official, we’ll take a 90-min 1:1 deep dive into your biz to get organized and walk through your account set-up.
First Reports + Recap
After you get your first reports in your inbox, we’ll chat again to go over everything so you feel comfortable and informed.
Due to the high-touch nature of this service, availability is limited.
To provide you the best results, the CFO Package requires a minimum 6-month commitment.
Looking for a different way to work together?
Monthly 1:1 Bookkeeping Services
Done-for-you bookkeeping takes the task off your to-do list while making your numbers easy to understand so you can increase profitability and confidently plan for the future.
Do it for me!DIY No Stress Money Manager
This easy-to-use template takes the guesswork out of DIY bookkeeping. No complicated (and expensive!) accounting software required.
