Virtual CFO & Tax Advisory Services
We Help You Increase Cash Flow, Have Predictable Profit & Implement Proactive Tax Savings
Virtual CFO, Tax Strategy & Accounting Services for Consulting Firm CEOs.
Build a Firm That Pays You Well
You’ve built a consulting firm clients trust. Your expertise produces results for them. Now your business should produce financial growth for you.
Consistent cash flow. Predictable profit. Proactive tax savings. Owner compensation that reflects the business you’ve built.
That’s where Say Yes To Profits® comes in.
Our Virtual CFO & Tax Advisory services help you understand what’s driving your financial results, anticipate upcoming cash needs, and evaluate the impact of hiring, pricing, and tax decisions before you commit.
You bring the vision. We bring the financial plan, visibility, accountability, and ongoing guidance to help you turn top-line revenue into bottom-line profit.
It’s time to Say Yes To Profits®!
What Your CFO Parternship Delivers
If you’re ready to stop operating in financial uncertainty, uncover what’s draining your profit, and grow without putting unnecessary pressure on your cash, we’re ready to work with you.
Through our Say Yes To Profits® Financial Operating System™, we build your financial strategy, forecast your cash flow, address profit leaks, and implement proactive tax strategies.
We work alongside you year-round to grow a business that pays you well and funds the life you want.
THE SAY YES TO PROFITS CFO FRAMEWORK:
Financial Strategy: Establish financial targets and a plan for owner compensation, reserves, hiring, and growth.
Cash Flow Management: Forecast incoming cash and upcoming obligations so you can prepare for payroll, taxes, and investments.
Profitability Improvement: Identify which clients and services drive profit and where pricing, delivery costs, or expenses need attention.
Tax Planning & Implementation: Plan throughout the year to identify applicable tax-saving opportunities and prepare for tax payments.
Everything we do follows this framework. When you come to us wondering where the money went and why your hard work isn’t showing up in your bank account, we’re going to FIND THE GAPS, FIX THE LEAKS, and put your revenue to work for you.
That’s how we turn top-line revenue into bottom-line profit.
CFO Services Built for Consulting Firms
Our Virtual CFO partnership gives you the financial visibility and ongoing guidance to support the responsibilities that come with that growth.
This partnership may be right for you if you:
Generate between $300,000 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 bottom-line and cash flow growth but lack the financial visibility needed to sustain it.
Value having an experienced financial partner who helps them think strategically, not just report the numbers.
Your Virtual CFO Partnership Includes
Your financial plan, forecasting, accounting, and CFO guidance work together to help you
monitor performance, prepare for upcoming obligations, and evaluate your next move.
Annual Financial
and Tax Strategy
Establishes a clear financial roadmap that aligns your revenue, profitability, cash flow, tax-saving opportunities, and growth goals for the year.
Cash Flow Forecasting
Gives you ongoing visibility into expected cash inflows and outflows so you can anticipate shortages, prepare for obligations, and confidently plan upcoming investments.
Profit Performance Dashboard
Provides convenient access to your most important financial metrics so you can quickly understand how the business is performing
Monthly CFO Strategy Sessions
Provides dedicated time with your CFO to evaluate financial performance, address challenges, and establish priorities for the month ahead.
Financial Decision Modeling
Shows the potential financial impact of major decisions, including hiring, pricing changes, expansion, debt, and large investments, before you commit company resources.
Dedicated CFO Team
Gives you direct access to an experienced financial team that understands your business and provides consistent guidance, oversight, and support.
Quarterly Profit & Tax Gap Strategy Sessions
Identifies emerging profit gaps, cash flow concerns, and tax-saving opportunities so you can adjust your financial strategy before small issues become costly problems.
Financial
Progress Calls
Keeps your financial goals and action items on track through consistent monitoring, accountability, and timely course correction.
Full-Service Accounting
Ensures your books and financial reports remain accurate, organized, and current, giving you reliable information for financial planning and decision-making.
Virtual CFO + Tax Advisory
Our white-glove Virtual CFO & Tax Advisory service for established consulting firms earning $700K plus annually that are seeking personalized financial guidance directly from Dr. Octavia, advanced tax planning, and profitable growth.
What's Included
An annual financial plan aligning your business model, pricing, budget, revenue goals, and profit targets, with a clear roadmap for hiring, spending, and growth.
Dr. Octavia as your dedicated CFO helping you manage your finances, plan strategically, and make informed business decisions.
Rolling weekly cash flow forecasting for greater visibility and proactive cash management.
On-demand access to key financial performance information across your business.
Full-service accounting plus business tax return preparation.
Quarterly profit and tax gap strategy sessions designed to identify financial opportunities.
Track key financial metrics and compare your firm's performance against industry benchmarks to identify gaps, measure progress and improve the course towards your financial goals.
Direct access for timely financial and strategic support between scheduled sessions.
Proactive tax strategy and wealth planning integrated with your financial planning throughout the year.
Model the financial impact of major decisions before committing resources or capital.
Identify which clients and services contribute the strongest margins and where profitability may be leaking.
CFO + Tax Strategy Working Together
Virtual CFO Advisory
Strategic financial leadership designed to give you greater clarity, control, and confidence in your firm's financial decisions.
What's Included
Annual financial plan designed to give your business greater financial direction and visibility.
A monthly one-on-one session with your CFO to review financial performance, address challenges, and plan your next steps for cash flow, profitability, and growth.
Monthly cash flow forecasting to improve visibility into upcoming cash needs and financial capacity.
Access key financial performance information when you need greater visibility into your numbers.
Ongoing accounting support to help maintain accurate and organized financial information.
Quarterly profit strategy sessions focused on strengthening your firm's financial profitability with Dr. Octavia.
Track key financial metrics and compare your firm's performance against industry benchmarks to identify gaps, measure progress, and improve the course towards your financial goals.
Build A Stronger Financial Foundation
Full Service Accounting
Ongoing accounting and financial oversight to keep your books accurate, your reports timely, and your financial performance visible.
What's Included
Keep your transactions categorized and your bank, credit card, and loan accounts reconciled.
Receive a profit and loss statement, balance sheet, and statement of cash flows to understand your firm's financial position.
Access an easy-to-read snapshot of your revenue, expenses, profit, and cash balances to stay informed about your firm's financial performance.
Monitor unpaid invoices and overdue balances so your team knows where collection follow-up is needed.
Compare actual revenue and expenses against your existing budget to identify spending differences and performance gaps.
Meet with your accounting lead to review your reports, understand changes in your numbers, and address accounting questions.
Accurate Books. Timely Reports. Clearer Financial Visibility.
Your Financial Plan and Tax Strategy Should Work Together
Hiring, owner compensation, investments, and profit growth all affect your tax picture. Our Virtual CFO & Tax Advisory partnership connects those decisions with proactive tax planning so you can identify potential savings and prepare for tax payments throughout the year.
Plan for Taxes Before They Put Pressure on Your Cash Flow
You may know what your firm earned last month without knowing what to set aside for taxes or how an upcoming decision could affect your tax bill.
Our ongoing tax advisory helps you:
Anticipate tax obligations: Review projected taxes throughout the year and incorporate payments into your cash flow plan.
Evaluate decisions before you act: Understand the potential tax impact of owner compensation, hiring, and major investments.
Identify potential savings: Review deductions, credits, and planning opportunities applicable to your business.
Put your strategy into action: Establish priorities and revisit your plan as your financial results and goals change.
Your tax strategy becomes part of how you run your firm throughout the year. Our Virtual CFO & Tax Advisory work together to ensure you receive the best tax outcome for your life and business.
Our Partnership Probably Isn't the Right Fit If...
You're looking for basic bookkeeping or tax preparation only.
You’re looking for financial reports without ongoing planning and advisory support.
Hear What Our CFO Clients Had To Say
Your Next Step...
Schedule Your Profit & Tax Gap Analysis
During this session, we will:
Discuss your challenges with cash flow, profitability, and taxes.
Explore your financial goals and the support your firm needs.
Explain how our Virtual CFO & Tax Advisory partnership works and determine whether we’re the right fit.
Frequently Asked Questions
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 over 12 months that includes consistent access to your dedicated CFO and senior accountant. You will have regular CFO strategy sessions, performance reviews, and guidance as financial decisions arise.
What does the onboarding process look like?
Our process begins with a comprehensive 23-point 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 then 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.
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?
Our Virtual CFO and Tax Advisory service is designed for established consulting firms and service-based businesses earning $ 500,000+ annually. If you're earning less than $500,000 annually, consider booking a CFO Strategy Intensive.
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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