Virtual CFO Services

High-touch money management & financial 
planning for expanding entrepreneurs.

Growing a business means making lots of impactful financial decisions. 

And as the CEO, there’s a lot of pressure on you to make the “right” choices. 

Whether you’re…

  • Transitioning to an agency model or hiring full-time employees

  • Bringing in high 6-figures and 7-figures, but still not hitting profit goals and margins

  • Preparing to make significant investments in your business and/or personal life

It’s easy to feel overwhelmed and pressed for time as your business changes, even if you know what you’re doing. 

But there’s good news for you…

You don’t have to grow alone.

We want to partner with you as you step into this growth as a CEO.

The CFO Package was created to help you go from seeing every investment as a leap of faith to feeling completely confident about how you’re using your money.

Here’s how:

  • High-touch, profit-focused financial planning. (We won’t shy away from big dreams or actionable steps.)

  • Supportive money management. (You’re never alone. I’m always available to chat, celebrate, and clarify.)

  • Clear, customized reports that go beyond just profit/loss. (Plus digestible visual reports.)

Does this sound like something you’d love?

"I'm honestly SO much less stressed (since working with LoriAnn). I spend less time in my books which I think is a huge factor - not the DOING but less BEING in there and stressing about every little thing.

I absolutely (recommend working with LoriAnn), because of the quick communication and honesty and attention to detail." 

-Lauren, Brand Good Time

It’s time to shift focus from mere existence to massive expansion.

And it starts with structuring your business finances to align with your personal dreams and goals. 

The CFO Package is designed to give you a clear view of your finances 
and support for both the day-to-day and your vision for the future.

Is it time for you to go beyond bookkeeping?

Stepping up to CFO services can be a big decision, especially if you’re already getting monthly bookkeeping done. (Whether with me or someone else!) 

It might be time to make the switch if you’re…

  • Steadily increasing your income with little to no increase in profit 

  • Preparing for a business boom ahead of a launch, pivot, or team expansion

  • Feeling bombarded by big choices and want informed, unbiased support

  • Unsure of how to create a long-term financial plan for your business and life

  • Confident managing your own finances, but simply don’t have time

Want to chat about whether CFO services are the right fit for you? Let’s talk!

Starting at $2,000 / month

The CFO Package offers an elite experience with a friendly flair.

Here’s what you can count on with CFO services…

    • All income and expenses categorized

    • Bank account and credit cards reconciled

    • Clear financial statements in your inbox (income, balance sheet, cash flow)

    • Customize visual PDF with KPIs and financial reports

    • Budget-to-actual financial reports

    • CFO dashboard customized to your business

    • Cash flow forecast for strategic financial planning

    • Visual reports so you can see numbers at a glance

    • Payroll management

    • Year-end financial reports (income, balance sheet, cash flow) so you can see the bigger picture

    • 1099 management (that’s right, you never have to worry about it again)

    • Monthly 1:1 60-minute Zoom meeting to set and review goals

    • Unlimited Slack support for daily decision support (and to celebrate wins, big or small!)

How things go from here...

Due to the high-touch nature of this service, availability is limited.
To provide you the best results, the CFO Package requires a minimum 6-month commitment.

Discovery Call

On this free 30-minute call, we’ll get to know each other, talk about the level of support you need, and decide if we’re a mutually good fit.

Onboarding

We will take a 90 min 1:1 deep dive into your business finances and goals for your personal & business life

First Reports + CFO Meeting

We will hop on our first CFO call to review your custom CFO dashboard, projections, financial reports and the profit plan to hit your goals.

Looking for a different way to work together?

Monthly 1:1 Bookkeeping Services

Done-for-you bookkeeping takes the task off your to-do list while making your numbers easy to understand so you can increase profitability and confidently plan for the future.

DIY No Stress Money Manager

This easy-to-use template takes the guesswork out of DIY bookkeeping. No complicated (and expensive!) accounting software required.