You deserve to have a trusted financial partner to talk with about all things numbers, revenue, taxes, and goals.
You need someone you can rely on to help you make strategic decisions based on numbers and data instead of only going with your gut.
Reaching 7-figure revenue goals
Increasing your impact
Growing, or starting, a team
Being prepared for your tax bill
Working less and making more
Prioritizing your role as a CEO and leader
Working with a financial partner to reach the next level
Having a trusted confidant to talk numbers with
Navigating the highs, lows, and plateaus of business with a trusted guide
This offer is perfect for the established CEO and business owner who is ready to hit major revenue milestones and make smart, strategic decisions
Do you wish you had a financial professional to bounce business & numbers questions off of? Are you unsure what the best process is for your books or you need clarity around budgeting? During a clarity call feel free to ask ALL THE THINGS!
Interested in instant results? A VIP Day is perfect for the entrepreneur who isn’t quite ready for a monthly CFO, but needs help with their budget and an action plan for growing or scaling.
Key financial metric analysis to guide your business decisions
Clarity around your financial and business goals
Itemized action plan to reach your goals
Dedicated CFO to answer all financial questions and provide powerful insight
Custom financial dashboard – budgets and projections
Monthly CFO meeting to keep you on track
Monthly accounting and bookkeeping
Working with a virtual CFO gives you the support, guidance, and insight you need to reach your big goals
Investment starts at $1,500/month
A short pre-call questionnaire so that we are prepared to make the best use of your time
90 minute recorded Zoom call with Paige to ask your most pressing business financial questions
Some examples of items we can discuss include, QuickBooks Online troubleshooting, pricing analysis, payroll questions, understanding your financial reports, financial/bookkeeping processes and much more
You will leave our call with a clear answers to your concerns as well a recording of the meeting and a summary of your action plan.
Perfect for any entrepreneur looking for clarity on their numbers, financial strategy or general business decisions (all decisions affect your numbers).
Full day of one on one attention with a CFO with extended email support (includes 1-30min kick-off call and 2-90 min strategy calls with CFO implementation between calls)
Depending on your roadblocks, you will end the day with a detailed financial action plan that will provide you with a clear vision of next steps to get you and your business where you want to be
Some examples of what we can focus on include:
- Pricing/Service Offering Struggles
- Cash flow planning
- Scaling and/or growth strategy
- QuickBooks set ups
- Hiring & team organization
- Financial goal planning with roadmap
I want you to know that whatever you want to do – we can figure out a way to make it happen.
Big moves usually come with worry and fear. But it’s when you step past those feelings that amazing things are possible.
Numbers don’t lie. They are real, true evidence of what is working (and not working) in your business. My job is to help you understand your numbers and use them to make informed decisions to get you exactly where you want to be.
- Nicki bongiorno, owner of Spaces by Nicki bongiorno
"Paige has been the best business investment. Having a trusted partner who handles my business finances and helps me make fiscally sound decisions is invaluable. Paige has streamlined my business practices and helped me implement new efficient systems. Tax season was a breeze this year thanks to Paige. I highly recommend her to anyone seeking a CFO."
-JP, owner of Atlantic ProCare
"I am so glad I found Paige. Paige reflects the value of integrity that I look for in everyone we do business with. I have three companies and Paige invested the time to learn about our different and unique needs then structured her approach around this. She is a total professional who is kind and compassionate and seeks to understand my businesses and see that we are successful. Paige is a detail-oriented strategic thinker and therefore has become a critical part of my team. She is truly a pleasure to work with. As my CFO, Paige has earned my trust and appreciation. I couldn’t be more satisfied with her services."
-Mark, owner of Birch tree environmental consulting
"Paige has been with me since I started my businesses and does an exemplary job. I hold her in the highest regard. Her work ethic, integrity, professionalism and work product are outstanding. I trust her completely and consider myself extremely fortunate to have met her back when I started."