Take Back Control

With an Unconventional, Virtual CFO

Running a profitable business doesn't have to follow anyone’s rules but yours.

You don’t need the huge team or the bloated back-end. You can grow fast and scale while still staying small and lean, and having the life you want. 

Simpler + more efficient is the name of the game. What’s the fewest systems, people and processes we can use to make sure your business goes from digital duct-tape and WD40 to smoother-than-a-Mercedes-Benz operations?

The secret lies in being able to understand your business on a deep, data-driven level, so you can evaluate and redesign everything from your finances, to your systems, software, and team to support the kind of CEO you really are -- and the kind of business (and freedom) you really want. 

Data. Is. Everything... and a CFO is your translator.

As a CFO I take the seemingly complex, incomprehensible slew of numbers and make them simple to understand and execute on. 

Data is everything and sustainable, profitable businesses are built on good data. 

Good data comes from good systems. And good systems are more than just having someone there to do data entry for you like a bookkeeper or VA. 

Good systems mean you’re getting current, up-to-date, laid out in a way that’s easy for you to understand, so you can make better decisions that preserve the health of your business and pave a path for the future.

As Your CFO, I can help you:

Save Money
Cut costs by reducing and eliminating dysfunctional and underused software & systems. Always keeping an eye out for cost savings.
Increase Efficiency
Build a team that’s the right size, with the right skills. Identify where you need actual human support, and where you just need clearer tools and processes.
Be Resilient
More profit = more cash reserves. And a more efficient business means nothing comes crashing down when you hit a crisis.
Run Lean
Our clients can often replace their bookkeeper, VA, project manager AND software consultant with their CFO
Make the Numbers Make More Money
Most business owners couldn’t tell you how much profit they made last year, let alone calculate their profit per client per hour so they can focus on leveraging those revenue sources. Our clients can do all that and more.
Grow Profitably
Spend less time managing your team and doing admin, and more time on work that actually grows your business

Pricing Plans

CFO

starts at
$
1,750
/month
  • Weekly reconciliation of business accounts
  • Weekly Financial Health Check in your inbox
  • Monthly Financial Reports
  • Real-Time Cash Flow Forecasting
  • End of Year hand-off to your tax accountant
  • 1099 Tracking & Filing
  • Customized KPI Dashboard
    i
    Any metrics, not just financial ones
  • Software & Systems Advisory
    i
    What tweaks should you make to your systems to get better data, how can you use the systems better/more efficiently, etc.
  • Proactive Growth Advisory
    i
    Strategies about HOW to grow - like which direction, which projects, what lines of revenue, actively auditing costs and making sure we're taking advantage of opportunities for cost savings, etc.
  • HR Advisory
    i
    When to hire, what positions to hire, payroll system advisory
  • Unlimited 1-to-1 support via Voxer & Email
  • On-demand virtual meetings

CFO + SYSTEMS

starts at
$
2,500
/month
Includes everything in the CFO package plus:

5 x Workflow Intensives


T
hese can be used anytime during the year for:
  • Software implementations
  • System Streamlining or Automation
  • Financial Deep Dive
  • Business Design/Business Model Consulting
  • Any operations project you can dream up

** Requires 12-month commitment

Why Me?

Short version: I’m a CFO with systems & tech experience. So I don’t just know numbers, I know how to build a lean, automated business that takes all the admin off your plate and gets you the numbers you want to see. 

Long version: Creating processes for everything from HR to finance, accounting, project management, and even client management, is my specialty. 

  • I’ve managed annual budgets of $100M+ as a CFO and departments of 370+ people as the head of HR. 
  • I’ve built, researched, and implemented software and other systems for a huge variety of organizations – from the US military to major universities, small retail shops, and marketing agencies.
  • I’ve owned 4 businesses of my own and am intimately familiar with how operations can derail a company or be the secret key to success.
Because when you create a solid process, you make the decision once and never have to make it again. The amount of time and mental energy you save is huge.But only if the process is solid — if it’s not, it can actually hinder you and your team.
Seeing through the mess to find order is what I’m best at, and that includes keeping you on track as you grow.

What Our Clients Say

Jaime Campbell
Tier One Services
Not many people have this combination of accounting knowledge, technological fearlessness, and boldness to take on new projects and problems. If you have an accounting/technology issue that is too challenging for mere mortals, contact Susan right away.
Margo Aaron
That Seems Important
Susan makes your life easier. She is always five steps ahead, anticipating what you need, and taking things OFF your to-do list. Working with her is like working with a dream.
Pia Silva
Badass Your Brand
This has been an AMAZING experience I am SO FREAKIN THANKFUL that I found Susan and had her do this. I just had a lightbulb moment with Xero and a few big things clicked together and I think I finally GET IT NOW! I really do, and I have my different revenue streams on the homepage updating in real time and holy cow that is amazing, that's what I've been looking for. I feel so relieved that this is all in order, I feel completely empowered over my books and my numbers for the first time in YEARS despite my obsession with excel sheets and tracking numbers.
Common Questions

Let's put your mind at ease.

Still have questions about our services? Get in touch