CFO On Demand

An Entry-Level Option for CFO Services,
Perfect for Early-Stage Businesses

A monthly membership with on-demand support and real-time guidance.

JOIN THE WAITLIST

You know just getting a P&L isn't enough, but you're not ready to spend thousands on a CFO...

In your early stages of business, the financial stuff seems so dang complicated, so we just avoid it or try to hire someone to do it,

BUT...

You aren't getting the INSIGHTS you need to make sound decisions to grow.

Your CPA gives you JARGON-STUFFED answers

(if they even respond at all!)

Or maybe you have a CPA, but you DON'T ACTUALLY KNOW what they actually do for you besides file your taxes and tell you what to pay.

Heck - you don't know what you don't know, and you are not doing anything wrong.

Fractional CFOs and CPAs can cost THOUSANDS per month and are turning down small clients to get higher fees.

Businesses like yours are left stuck in between what you can afford and the support you need to reach new levels.

It's time to have someone on your side of the table, that's within your budget, to help you grow.

What is CFO On Demand?

The CFO On Demand monthly membership starts off with a 1:1 private strategy session to set your custom financial scorecards and metrics. With on demand insights, you’ll have access to an always up-to-date financial dashboard, members-only content, direct access to Shannon for real-time guidance and access to discounted Power Sessions for a quarterly boost. Whether you're navigating cash flow or scaling for growth, CFO On Demand helps you make confident financial decisions at an affordable price.

The expert financial support you need to grow your business—without the hefty price tag of a full-time CFO.

Grow & Scale Faster

Create Cash Flow Stability

Create High Customer Value

Shortcut Your Results

JOIN THE WAITLIST

Who is CFO On Demand For?

Your business is making under $1MM in revenue
Your business is in growth mode, adding new offers, team or systems
You need support but are not ready to invest in a CFO
You need more than a monthly P&L and tax return and start using your numbers to make decisions

What to Expect

Community

Scorecard

Access to Shannon

What's On Your Scorecard?

Your scorecard is more than just numbers—it’s your ultimate financial health check, tailored to help you conquer each level of success. Think of it like a "bloodwork assessment" for your business, revealing the vital signs you need to thrive. Updated automatically as you update your QuickBooks Online, it delivers real-time insights into these five game-changing areas:

Core Offer Profit

Operating Profit

Cash Flow

Customer Value

Tax Savings

What to Expect in CFO On Demand

With CFO on Demand, get the insights and support you need to grow—no confusing jargon, just clear advice tailored to your business without having to pay for a full-time CFO.

Want to Go Behind the Scenes of a Power Session?

Check out this #BTS video from Shannon! As she walks through a sample Power Session, see a sample of the CFO dashboard you get, the findings from this reporting and hear her actionable insights and more!

Kickoff Membership

Join as a member and schedule your strategy session, with more time added if needed.

Plug Us In

Provide access to your QuickBooks Online and share key business details. We'll create your financial dashboard and custom scorecard.

Enjoy
Membership Perks

Access the exclusive KWYE community, members-only content and start messaging Shannon.

Integrate Your Results

Use your deliverables to plan smarter, keep more of your earnings, and get on-demand results through your scorecard. Keep your books updated for ongoing success.

Don't Take it From Us,
See What Our Clients Have to Say

“CFO On Demand has been a game-changer for my business. Unlike working with a typical CPA, Shannon provides clear, easy-to-understand answers to my questions and offers practical advice that I can apply right away. The ability to ask quick questions through the Slack channel and revisit recorded calls has given me the confidence to tackle financial challenges and move my business forward. I only wish I had found this program sooner!"

– Hannah Halladay

“You are my biz superhero. My entrepreneurial muscles haven’t been exercised much as I’ve worked for the FD since I was 18 (I turn 45 this summer, am married and we have an 8-year-old son and 6-year-old daughter). I’ve followed your podcast somewhat obsessively for several months. I understand your explanations and have grown to respect you, your mission, and the challenges and triumphs of your life (at least what you share!). I would like to invest in a year of working with you if you will have me in tutelage.”

An Entry-Level Option for CFO Services, Perfect for Early-Stage Businesses