Understanding your finances doesn't have to feel scary or embarassing
CFO On Demand is your judgment and jargon-free source for simplified guidance
Intuit reports that not knowing your numbers can cost you an average of $118,121 in lost profit per year!
I believe wholeheartedly...
Your numbers are the gateway to growth and they should be a source of INSPIRATION, not INTIMIDATION.
In your early stages of business, the financial stuff seems so 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 you're paying them to do.
Fractional CFOs and CPAs cost THOUSANDS per month and are turning down small clients left and right, even though this is when you're in the BEST position to lay a solid foundation and make KEY DECISIONS.
It's time to have someone on YOUR SIDE OF THE TABLE tat an affordable price as you grow.
Introducing
CFO ON DEMAND
Your resource to turn your financial data into decisions so you can grow and scale faster with confidence
Things finally made sense
Shannon not only answered all of my questions, but she also explained strategies and decisions and tax issues in a way that finally made sense to me.
- Keynote Speaker, Member
A relatable approach
Shannon is incredibly approachable and so passionate about accounting and tax strategy that she made me excited to think & talk about it.
- Digital Product Creator, Member
An accessible level of strategic support for ambitious early stage business owners looking to build a 7-figure business.
Private Questions. Public Benefit.
Ask questions free of jargon or judgment and benefit from the answers others are receiving. Learn the answers to questions you don't even have yet!
Reach New Levels
We want to partner with you as you grow and make sure you are making solid decisions every step of the way. Get there faster with the right guidance.
Be Better Prepared
Reduce your stress around tax season with year-round planning and support. Your CPA will thank you for being so prepared and may even reduce your fees!
Most CFOs cost $5,000/month
Most accountants cost $500/month
CFO On Demand starts at just $83/month with 30 days free!
Explore monthly and annual options to accelerate your growth
BASIC
$999 Annual / $99 Monthly
- Private CFO DM channel for your business
- CFO tips broadcasts from Shannon & team
- Monthly live trainings to grow your business to the next level
- Resource portal with forecasting, budgeting and tax savings tools
VIP
$1,499 Annual / $149 Monthly
- Everything included in BASIC plus on-demand bookings for private 20-minute 1:1 sessions for specific questions, financial statement reviews, etc. - A $500/mo value!
Limited availability for VIP memberships
Sounds great, but how will I actually use it?
Here are some great examples of frequently asked questions and topics for VIP calls:
How should I be deducting business meals? Are there limits on what I can deduct?
Am I paying myself correctly and am I paying myself enough?
Should I be considering an S Corp for my business?
How do I apply for a loan as a business owner? What should I have prepared?
How much cash should I have in my bank account?
How do I actually pay my taxes online?
I want to hire my first employee. Can you explain how payroll works?
Meet Shannon, Your New CFO
A teacher at heart, Shannon found herself excelling in the accounting world, but wanted to fulfill a burning desire to empower small business owners through knowledge of the financial aspects of business and have a bit more fun along the way.
She has a unique ability to make financial topics approachable and relatable. She learned a lot about money as a child and so she teaches the way she learned - by SIMPLIFYING concepts so they make sense.
Learn More About Shannon & Her TeamFAQs
How does this work if I already have an accountant who does my taxes? While we won't be doing your taxes, we will gladly provide tools and resources you can provide or implement with your pro to enhance the value you get from their services and your experience working with them.
Is there a limit on how many VIP sessions I can book? We limit 1:1 sessions to one per month. We want to give ample opportunity for everyone to schedule calls. Feel free to check the calendar for short notice cancellations and availability.
Will Shannon review my financial statements? Yes. If you are a VIP, you can book a private 1:1 block to review your financials so you get more comfortable understanding them.
Is there a minimum time commitment? No. The service is simply month-to-month. Cancel anytime and access will be removed. Our goal is that you outgrow the need for this and work with us or another fantastic fractional CFO!
Does this replace my accountant? No. The optimal solution for early stage business owners is the CFO On Demand access to discuss the management of your business money whereas your accountant will file your routine reports.
