CFO Power Sessions
Get the clarity you've been craving so you can take action and grow profitably
BOOK A CALL
This is the tool you need to build a high-value business
+ I need help!... When can I hire someone? How much can I pay them?
+ I am spending faster than I can sell!...How much am I actually making per client?
+ I need cash!... Should I take on credit or investors?
These are just some of the questions we can help answer in just one session.
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 ENTERPRISE VALUE?
Let's uncover the blind spots in your business and give you the clarity you need to make confident business decisions.
So, what are
CFO Power Sessions?
Private intensives for business owners who want strategic insight, not a report of what already happened
Price Profitably
Create Cash Flow Stability
Find Cost & Tax Savings
Scale Fast
A CFO Power Session is perfect for you if you are...
- eager to tackle a specific bottleneck or constraint in your business
- sick of trying to manage your business off of a monthly P&L
- craving expert guidance but not a huge investment
- ready to pursue the purchase or sale of a business and unsure where to start
- managing based on intuition and want to be making data-driven decisions
Proven Results
$80,000+ Saved
We helped a client save $80,000+ annually in taxes but implementing an S Corp in a session.
+20% in Profit
We reviewed costs and pricing for a client and re-worked their pricing model to increase margins by 20%.
Collect Faster
We created a streamlined collections process to help a client recover their revenue and collect payments 2x faster.
+30% in Margin
We removed offers that were weighing the business down and grew gross margins by 30% while simplifying.
Simplified approach to achieving financial clarity
A CFO Power Session is like a halftime speech from your coach in the game. Your accountant can tell you if you're winning or losing, but a CFO is the one telling you the plays to run.
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 CFO Power Sessions:
Roadmap to Predictable Cash Flow
Tax Strategy
Profitability Analysis
Prepare Businesses for Exit
Revenue Recovery
Metrics & KPIs
Growth & Expansion Plans
Custom Deep Dives
What to expect in a CFO Power Session
A CFO Power Session can be transformative for your business, providing a detailed and insightful look into its financial health and enterprise value.
We cover profitability, cash flow, customer value and tax savings in a prioritized way to focus on the main constraint your business is facing and develop an action plan to address what is blocking it.
Here’s what to expect from start to finish for a CFO Power Session:
Plug Us In
Grant access to your QuickBooks Online & provide us some background info.
Schedule Your Session
Two hours live together. We will book more time if needed.
Integrate Your Results
Start using your deliverables to plan and keep more of what you earn.
Want to go behind the scenes of a CFO 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!
CFO Power Sessions help unlock results like these:
"I finally feel like I have a holistic financial and tax strategy that I understand."
I was doing most of the right things financially in my business, but I never totally understood why I was doing them, or how everything related. Shannon not only answered all of my questions, but she explained strategies, decisions and tax issues in a way that finally made sense to me. I finally feel like I have a holistic financial and tax strategy I understand.
Lindsey, Power Session Client
"A CPA that finally spoke my language! Shannon will save you time, energy, and money."
Shannon lifted a ton of bricks off my shoulders with her ability to teach tedious tactics, her patience, humor, and generosity with her knowledge and time. I regret not finding her sooner. She explains information in an understandable way, something no other accountant has done. If you're struggling with numbers and bookkeeping, hire Shannon. She'll save you time, energy, and money.
Della, Power Session Client
In case you were wondering...
What type of results should I expect?
What is the availability and time commitment??
What is included? What deliverables should I expect?
What is the investment? Can I get a discount for booking more than one?
Have Questions?
Your consult is totally free and we can discuss and decide whether this is what your business needs.
LET'S CHATNeed more support than what a CFO Power Session offers?
Fractional CFO services might be for you.
FRACTIONAL CFO