Visionary CFO – Doris Yip – Growth Strategist

I work one-on-one with businesses, to help them achieve their financial goals efficiently and say YES to their visions!

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Our Mission

Welcome to Visionary CFO

The mission of Visionary CFO is to help business owners to Say YES to their visions. Oftentimes, businesses fail due to a lack of cash flow and profits. Many CFOs say no because they focus solely on cutting costs, minimizing technology investment, or just too short-term focus. Our philosophy is CFOs are in the best position to help you say yes to your visions by creating a solid business and financial blueprint to reach the ultimate goal that your business can offer you. What is your vision? Building wealth, Time Freedom, Building a legacy, Fighting for a cause, etc. That’s why we created visionary CFOs to ignite the visions of many business owners.

Our team has over two decades of business experience leading billion-dollar companies in major Fortune 500 companies across multiple industries and business models. No matter where you are, we can tell you every company leaves money on the table. We are your strategic advisor for a holistic business review through critical business and financial strategy so you won’t leave money on the table.

Know your customers,
know your numbers,
& know your team.

What others are saying

Testimonials

★★★★★ 5/5

Doris is a result driven leader who is smart, passionate, creative and proactive. She often is my right hand person supporting both operation and financial aspects of parts of our business. Doris is able to connect the dots, see the big picture and map out details to execute. She is a natural relationship builder and genuinely connects to people at all levels. She is very thorough in her approach and always finds ways to solve problems. In our fast changing environment, I most appreciate her being persistent and executing in difficult situations.

Brian Wing

Partner at VisionPoint Group, LLC

★★★★★ 5/5

Doris is an outstanding financial business leader and I could always count on her to deliver quality results. She is creative, resourceful, smart and very action-oriented. Doris has an amazing ability to learn, grow and adapt and face challenges with energy and positivity. Doris is a dedicated and passionate leader and jumps in to have an impact and make a difference quickly.

Kelly Carnago

Chief of Staff YouTube Global Operations at Google

★★★★★ 5/5

Doris has strong financial analytical skills and is great at boiling down complex issues so that executives can use that data to make sound business decisions. She is an extremely hard working professional and willing to help out any time.

Tracy Nolan

SVP, Retail Sales and Operation at T-Mobile

★★★★★ 5/5

Doris has a broad set of skills not limited to the finance side of the business. When business priorities changes, Doris provide to be a very valuable player for us, as she was able to shift directions, and help support our efforts to build a best-in-class performance framework, including the establishment of KPIs across the organization. Doris is detail oriented, quickly grasps new ideas, and easily grasps the business model. She's a real asset to any business.

Jim Frederick

Chief Administrative Officer

Amplify your cash income and impacts

3 Pillars of Financial Success

Know Your Customers

Using real data to identify customer insights – customer journey, win-loss rate, purchasing pattern, average revenue per client, marketing campaign success rate.

Know Your Numbers

Where does your money go? Do you audit your expenses? Do you have a predictable profit plan? Remember more sales do not mean more profit, more profit does not mean more cash.

Know Your Team

People are your most valuable assets. How do you measure success using key performance indicators? Do you have a pay-for-performance compensation plan to motivate and grow your team.