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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 Formula Digital Course

Gain control over your business finances in 30 days without the head-scratching jargon or confusion about where to start. 

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.

My step-by-step system allows you to gain control of your business finances fast and make your business work for YOU rather than the other way around. It teaches you how to break the overwhelm-anxiety-shame cycle and take CONTROL of your business finances once and for all.

With the right resources and clear plan to follow, anyone can get their business to a place of financial fitness.  Yes – even the most “numbers-averse” of you out there! 

THIS will be the year you will get your business finances in order.

Presales are closed, but join the waitlist and be the first to know when doors open for this first of its kind course, built just for you! 

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

I am not accepting new clients at this time.

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 wait list to have priority access when it opens again, please join the wait list!

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