Virtual CFO & Tax Advisory for Established Consulting Firms
Gain the financial clarity, cash flow visibility, and strategic guidance needed to build a profitable consulting firm.
Your Next Level Isn't About Working Harder.
It's Building A Solid Financial Infrastructure For Your Growing Firm.
Your consulting firm has already proven it can attract clients and generate consistent revenue.
The next stage of growth isn't about working harder.
It's about building the financial operating system that supports sustainable, profitable growth.
It's about understanding exactly how your firm is performing, making confident financial decisions, and building a business that generates predictable profitability, healthy cash flow, and long-term wealth.
That's where Say Yes To Profits® comes in.
As your strategic Virtual CFO and tax advisory partner, we help established consulting firms maximize their financial performance through financial clarity, proactive strategy, and data-driven decision-making.
What You Gain Through Our Virtual CFO Partnership
Every successful consulting firm relies on a financial operating system, whether it's intentional or not.
At Say Yes To Profits®, we've developed a proven Financial Operating System™ that helps established consulting firms
maximize financial performance, improve cash flow, increase profitability, reduce taxes, and scale with confidence.
Built for Established Consulting Firms Ready for Their Next Level
Our Virtual CFO partnership is designed for established consulting firms that are serious about maximizing financial performance, strengthening cash flow, increasing profitability, and building long-term wealth.
Our clients typically:
Generate between $500,000 and $10 million in annual revenue.
Have outgrown basic bookkeeping and need strategic financial leadership.
Are preparing to hire, expand, or scale and want a financial strategy to support that growth.
Desire to improve cash flow, increase profitability, and make more confident financial decisions.
Want to experience bottom-line and cash flow growth but lacking the financial visibility needed to sustain it.
Value having an experienced financial partner who helps them think strategically, not just report the numbers.
Our Partnership Probably Isn't the Right Fit If...
You're looking for basic bookkeeping or tax preparation only.
Your business is still in the startup stage.
You're looking for someone to simply prepare financial reports without providing strategic guidance.
You're not ready to use financial data to make business decisions.
If this sounds like your consulting firm, we'd love to learn more about your goals and show
you how our Virtual CFO partnership can help you maximize financial performance.
Hear What Our CFO Clients Had To Say
Your Next Step...
Apply For A
Discovery Session
During this session, we will:
Assess your current financial position
Identify where profit is being lost or constrained
Determine the financial structure and strategy needed to ensure you gain financial clarity, improve cash flow visibility, increase profitability, and grow your consulting firm with confidence.
FAQ Regarding SYTP Virtual CFO Services
What is included in your Virtual CFO services?
Our Virtual CFO services include the full implementation of the Say Yes To Profits System. This signature system provides ongoing financial leadership, strategic planning, and proactive tax strategy. This includes cash flow forecasting, profit analysis, financial reporting, and regular advisory sessions. Each client is paired with a dedicated CFO and Senior Accountant, and each engagement is structured to ensure you have clear visibility into your numbers and the guidance needed to make informed financial decisions.
How is this different from a traditional accountant or bookkeeper?
A traditional accountant focuses on historical reporting and compliance. Our Virtual CFO services focus on forward-looking strategy, financial oversight, and decision support. We help you plan, forecast, and manage your financial performance so your numbers actively guide your business decisions. Our goal is to turn your revenue into profit, and profit into lasting wealth.
Will I have ongoing access to a CFO?
Yes. This is an ongoing partnership that includes consistent access to your dedicated CFO and senior accountant. You will have regular CFO strategy sessions, performance reviews, and the ability to receive guidance as financial decisions arise.
What does the onboarding process look like?
Our process begins with a comprehensive financial assessment to understand your current financial position. From there, we develop a custom structured financial strategy, implement the necessary systems and reporting, and begin ongoing advisory and oversight to support execution and performance. You are paired with your dedicated CFO and complete your first Profit Planning session, where you receive your first of many CFO Intelligent Reports and access to your CFO Dashboard.
What is the length of the engagement?
Our Virtual CFO services are structured as a 12-month engagement. This timeframe allows for proper strategy development, implementation, and consistent financial oversight. Financial transformation requires both structure and continuity, and a 12-month partnership ensures the strategy is not only created but fully executed and refined over time.
Does your service include bookkeeping or tax preparation?
Advanced bookkeeping is included in your Virtual CFO engagement. Bookkeeping is not offered as a standalone service and must be paired with our Virtual CFO services. We do not prepare or file tax returns. Our focus is on proactive tax strategy and planning to ensure you are positioned to minimize your tax liability and make informed financial decisions throughout the year.
How do I get started?
The first step is to apply for a discovery session. If approved, during this session, we will review your current financial position, identify opportunities for improvement, and determine whether our Virtual CFO services are the right fit for your business.
How much do I need to earn in revenue to work with a CFO?
If your business is in an early startup stage or earns less than $300,000 annually, this service is not the right fit. Our Virtual CFO services are designed for Women CEOs of growing professional services firms, such as marketing agencies, consulting firms, real estate, and other service-based businesses. For businesses earning less than $300,000 annually, consider scheduling a Financial Confidence Roadmap session with the SYTP team instead.
Earnings & Results Disclaimer
The testimonials and examples shared on this page reflect the real-life experiences and results of individual clients who have worked with Say Yes To Profits®. These results are not typical, and they are not intended to represent or guarantee that any current or future client will achieve the same or similar outcomes.
Say Yes To Profits® does not make any guarantees regarding income, revenue growth, profitability, tax savings, or financial results of any kind. Any financial figures referenced are illustrative of specific client experiences and should not be interpreted as promises or projections of your potential results.
Your results will vary and are dependent on a variety of factors, including but not limited to your business model, financial discipline, implementation of strategies, market conditions, and overall economic environment. Success in business requires consistent effort, sound decision-making, and effective execution.
All services provided by Say Yes To Profits® are for educational and strategic advisory purposes only. Nothing presented on this page or within our services should be construed as legal, investment, or financial guarantees.
By engaging with our content and services, you acknowledge that you are solely responsible for your financial decisions and results.
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