Ready for a jolt of financial momentum?

CFO Power Sessions are focused intensives designed to identify and solve your biggest financial constraint in business

Get clear on your margins, budgets and cash flow plan so you can build momentum to scale

We go beyond the number to give you the INSIGHTS you need to make decisions and answer questions like:

  • When can I hire someone?

  • How much can I pay them?

  • How much am I actually making per client?

  • Should I take on credit or investors?

Instead of stressing over taxes and tracking your receipts, what if you actually had someone in your corner talking about the big picture and helping you INCREASE YOUR BUSINESS'S VALUE?

Let's uncover the blind spots in your business and give you the clarity you need to make confident financial decisions.

Person holding a fan of US dollar bills, partially covering their face.

Introducing

CFO Power Sessions

Private intensives for business owners who crave direction, strategy & results

✓ Create revenue predictability

✓ Scale with confidence

✓ Recover lost
revenue

✓ Gain confidence
and clarity

Who is this for?

CFO Power Sessions are ideal for business owners who are eager to tackle a specific challenge or constraint and to take decisive action.

It’s perfect for those who aren’t quite ready for our full fractional CFO service every month, but still want expert guidance. Revenue of at least $250K annually is ideal.

Proven Results

Pricing Profitably

We helped a client rework her pricing and tailor her marketing toward her most profitable offers, raising margins 20%.

Recovered Revenue

We created a streamlined collections process to help a client collect income 2x as fast.

Budget Clarity

We painted the path to 15% profit margins with a spending plan to balance our advertising dollars, internal operations and the costs of delivery.

Optimized Customer Value

We helped an owner realize that 90% of customers were only producing 10% of revenue, so we eliminated waste to maximize the value of her customers.

Results-Driven Programming

A CFO Power Session is like a double espresso shot – providing the financial clarity you’re craving in one quick drink!

You’ll receive a holistic financial review and expert advice on how to move forward to achieve your goals. Here are some of the most common topics discussed during Power Sessions:

    • Uncover your true profit margins

    • Optimize your pricing strategies

    • Control costs more effectively and reduce unnecessary expenses

    • Find your optimal spending plan

    • Review compensation plans and hiring strategy

    • Audit your overhead to recover profit

    • Forecast how much cash you'll have on hand over the next 3, 6, or 12 months.

    • Receive a clear, strategic plan to prepare for potential challenges, or seize growth opportunities

    • Plan for seasonal fluctuations, major investments, or to stabilize cash flow

Person writing in a notebook at a desk with a laptop, coffee cup, phone, and keys.

What to Expect in a Power session

A CFO Power Session can be transformative for your business, providing a detailed and insightful look into its financial health.

Think of it this way – working with Shannon as your dedicated Fractional CFO is like having a full fitness program – a personal trainer helping you with meal plans, workouts, supplementation and nutrition. A Power Session is just what it sounds like – this is a souped-up boot camp workout designed to get you in fighting shape - fast!

Here’s what to expect from start to finish in a Power Session:

  • 1. Initial Inquiry and Consultation

    Book a ‘get to know you’ call with Shannon to share basic information about your business and your specific needs or reserve your date.

  • 2. Select your Date & Sign Agreement

    When you’re ready to move forward, our team will send an engagement letter for signature; once signed, your date will be confirmed.

  • 3. Information Gathering

    Grant us access to your Quickbooks Online account and bank activity (we promise to look, not touch!)

  • 4. In-Depth Financial Analysis

    Ahead of your Power Session meeting, we will perform a detailed analysis of your financial data, including cash flow, profitability, and budget targets. We will identify any financial issues, inefficiencies, or opportunities for improvement and develop your custom financial strategy.

  • 5. Power Session Meeting

    In your meeting, we will break it all down for you – review the findings, translate the numbers into plain English and discuss the proposed strategies. Our work is not done until you have a heightened level of confidence and clarity on how to move forward to achieve your financial goals.

  • 6. Deliverables

    You will be provided with a comprehensive financial report and a detailed action plan outlining steps to implement the recommended strategies.

  • 7. Follow Up

    After your Power Session, we may schedule a follow-up meeting to address any remaining questions, review progress, assess the effectiveness of the strategies, and make further recommendations if needed.

Let's Start Now

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 comprehensive financial reporting, the findings from this reporting and hear her actionable insights and more!

What clients are saying about CFO Power Sessions

  • Fresh Perspective

    Having a gauge on things is the smartest move I can make. I love getting your perspective on business decisions and bouncing ideas off you—it’s truly so helpful. Thanks for all you do!

    - Sophia | CMO & CoFounder

  • Priceless Insights

    You’ve really helped me understand how to gauge where we are as a firm and, perhaps more importantly, how to use tools to carve the path to where I want us to go. That’s truly priceless.

  • My Financial Superhero

    You are my biz superhero. My entrepreneurial muscles haven’t been exercised much as I’ve worked full time since I was 18. I’ve followed your podcast somewhat obsessively for several months and grateful to get your insights.

Book Your Power Session

Commonly Asked Questions

  • GREAT question. ROI (return on investment) is a financial topic we feel quite strongly about. Clients have received anywhere from 3-10x ROI from what we discover in our Power Session after implementing the plans we create. This could be in the form of recovered revenue, new revenue streams, tax savings, etc., but will be up to you to implement to achieve.

    By the way – as a client of KWYE, you can now tap into Shannon’s extensive network of professionals across all industries that can be the connection you need to get your business to the next level.

  • We host only two CFO Power Sessions per month and need 1-2 weeks to gather and review your information to prepare, so please express interest now if you would like a session in the next 1-2 months.

  • One-time Power Sessions are $4,995, or purchase a package of 4 for $14,995 to turn this into a recurring quarterly CFO session.

    Thats’s buy 3, get 1 free those those counting.

    If after your first Power Session, you want this to become a regular thing and not just a one-time date, your fee goes toward your first month of CFO services too.

    • Financial Review: We thoroughly review the books and make suggestions for your accountant to maximize tax savings and, more importantly, management insights.

    • Cash Flow Forecast: We plan out the next 12 weeks of money movement to equip you to make decisions.

    • Budget & Projection: We develop a draft budget and projection using your historical data for the current/upcoming year.

    • Pricing Strategy: If we believe you would benefit, we analyze your offers and margins and find an optimal mix of sales.

Abstract turquoise gradient

Ready for your Power Session?

Have questions?

Let us give you a call and see if this is right for you.

Need more support?

Fractional CFO services might be for you →