CFO Partnership

Service Description

Who This Is For: You have an established business (making $150k+ annually) and you need ongoing financial guidance. You want a CFO who understands both the practical side (numbers, systems, strategy) and the energetic side (your design, your capacity, your sustainability). What We Do: This is a year-long partnership where I become your financial partner and strategic advisor. We work together on: - Financial systems: Bookkeeping organization, cleanup and catchup. - Monthly financial review: Understanding your P&L, cash flow, what the numbers are telling you. - Strategic planning: Pricing, profitability analysis, growth planning, business model optimization. - Tax planning: Quarterly tax projections, year-end strategy, maximizing deductions. - Human Design integration: Systems built for YOUR type, decision-making through your authority, capacity planning. - Nervous system awareness: Sustainable pacing, preventing burnout, honoring your energy. What's Included: - Monthly 90-minute strategy sessions - Ongoing bookkeeping or bookkeeping oversight (depending on your setup) - Unlimited email/Signal support for questions - Quarterly tax planning and projections - Annual tax preparation (or coordination with your CPA) - Human Design business reading and ongoing application - Custom financial templates and systems - Year-end financial review and planning for next year Investment: $5,000/month ($60,000 annual commitment, can be paid monthly or quarterly). Next Step: Schedule a free consultation.