Services

At Balance CFO, we offer a wide range of services to fit the needs of your solo-preneuer business or small corporation.

Financial Fitness Bootcamp

This 1:1 program gives business owners the opportunity to go through 5 steps to get on track for financial fitness in just 90 days!  Get a jumpstart that gets you on track for great results FAST!

In this 90 day program, we will work directly with you to be able to gain more clarity in your finances, delve deeply into what your numbers are telling you, and build customized sustainable processes that will continually reward you with more cash in your pocket!

Our Bootcamp is currently fully SOLD OUT, however if you’d like to join the waitlist to have priority access when it opens again, please join the waitlist!

Financial Fitness Bootcamp is only offered a few times a year – so don’t miss out!

Virtual CFO Services

At Balance CFO, we partner with you to serve as your designated “numbers person.”  No need to hire a fulltime CFO at an annual salary of $150k+, we can work with you at a fraction of the cost and a lot less hassle!

Services on ongoing monthly and tailored to the needs of your business, but can include:

  • Optimization of financial reporting
  • Instituting processes for tracking and interpreting key metrics
  • Profit margin and pricing analysis
  • Cash flow forecasting and management
  • Industry benchmarking
  • Forecasting and budgeting
  • Tax planning

Schedule a Discovery Call below to learn more!

Financial Courses

Maybe you are working with a smaller budget, but still want some guidance on how to take your financial fitness to the next level?  Balance CFO is currently developing courses for solopreneurs to help you ditch the overwhelm and gain confidence in your finances.

Courses are currently being developed.  If you have a suggestion for course development, please contact me via the “About Jamie” page – I create my courses based on feedback from my community!

In the meantime, please grab my free guide “7 Finance Pitfalls to Avoid for Solopreneurs” below!

Consulting Hours

Do you have questions about your finances or accounting that you want to discuss with a professional?  Are you unsure if your books are set up right?  Do you worry that you are “missing something?” or just need someone to bounce some thoughts off of?  We can help.

The first 30 minute Discovery Call is free in order to assess whether my services are a good fit for your business.  After this, the rate is $175/hr. or you can bundle 4 hours and save for $550.  Book a Discovery Call below to learn more.