Maybe you’ve got the bookkeeping handled, but what’s missing is the deeper why behind your numbers.

CFO Days are private, 1:1 strategy intensives designed to help wellness and service-based business owners understand their finances on a whole new level in order to propel their business forward.

Every CFO Day is fully customized to your business and your specific needs, but here are some areas we can explore together:

• Cash Flow Review & Optimization – understand where your money’s going and how to create consistent, predictable income

• Pricing & Profitability Analysis – ensure your offers are truly profitable and aligned with your goals

• Expense & Margin Evaluation – identify opportunities to reduce costs and increase profit

• KPI & Dashboard Setup – build out the tools you need to run your business using real data

• Growth Strategy & Forecasting – plan for expansion with confidence and clarity

You’ll walk away with actionable insights, a tailored plan for your next financial move, and the peace of mind that comes from knowing your numbers are working for you, not against you.

Limited sessions are available each month to ensure every client gets a high-touch experience. If you’re ready to take your finances to the next level, fill out the interest form below.