Business Advisory & Fractional CFO

Specialized in Empowering Women-Owned Law Firms and Service-Based Businesses

Is the person managing your finances adding value or just doing basic accounting? You deserve to get your business where you aspire to, but you will not do so by settling for the bare minimum.

How confident are you with answering the following questions?

How is your cash flow?
Do you know how to maintain profitability?
Do you have the proper pricing structure?

If it is anything less than 100%, it is a sign that you need more done for your business.

As your Business Advisors/Fractional CFOs, you will have a diverse team to guide you through every financial/operational aspect and add value to your business. We center our process on your firm by using a forward-thinking approach to build a financially sustainable business that allows you to have a healthy work-life integration. Having a Business Advisor and Fractional CFO who truly recognizes the challenges you face and the value you offer is the bridge between where you are and where you have the potential to be.

We start with a 3-hour planning meeting to identify your goals and the challenges that prevent you from achieving them.

Do you need to:

Improve your pricing structure/service offering?
Increase cash flow?
Automate and use your software to its fullest potential?

After analyzing your business's situation:

We take a holistic approach to developing a strategic plan with your collaboration.
We help you implement solutions and hold you accountable.
We meet with you at least once a month during a 60- to 90-minute session to track your progress.

Our goal is to make you achieve yours.

We instruct you on treating your business as an asset that you invest in to increase its value.

Have a team that understands your goals and aligns with them.
Learn how to grow your business without sacrificing profitability.
Get every financial aspect of your business analyzed.
Identify ways to improve your operations and work more efficiently (affecting your bottom line).
Learn what to invest in for added value.
Monitor the correct KPIs.
Maintain open communication and be held accountable for results.
Have more time to focus on higher-level tasks.
Implement the most effective tax-saving strategies.

Additionally:

Get a Business Tax Return at no cost after working together for six months.

Schedule an Introductory Meeting

We are not the traditional CPA Firm that will only tell you not to spend. As your proactive and strategic Business Advisors/Fractional CFOs*, we will teach you to spend wisely, identify your opportunities and find ways to minimize risks.

Starting Investment: $2,500 / Month

*CFO: Chief Financial Officer

Testimonial

“I love how the meetings are professional and organized. It has been a huge weight off my shoulders to have a professional involved in firm finances and I genuinely enjoy the meetings. Lydia has wonderful energy and insight, and I feel that she truly cares about my business.”

Need advice? Let's talk.

We are here to assist. Contact us by phone, email or via our social media channels.