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Visions to Financial Reality Intensive™ (VIP Experience)

Visions to Financial Reality is our signature program where we help you translate your visions into a step by step operation and financial roadmap to scale to 7 figure & beyond in 3 years or less.  This is a proven strategic planning process big companies use to scale their business to billions.  It covers all areas of business from customers, financials, operations to ensure we have a pathway to scale and create sustainable profitable business.  This is a highly customized VIP experience that is tailored to your business.  Book a call today to find the quickest path to your financial reality.

BASIC AUDIT

Common question: Where does my money go?   A basic audit is the perfect solution for you.  We will dive into your financial data to look for cash and profit leaks, analyze your expense trend to find cost savings. Starting at $4,000.  

 

CFO POWER HOUR

This is a 60 min strategy session help you solve one key areas of your business.  We will use this time to customize your strategy and create a step by step implementation plan for one key area.    This comes with peace of mind one week voxer support to address any questions related to the plan.  Starting at $997.  

HOW TO GET STARTED?

Get a complimentary Session with Me!

Frequently Asked Questions:

CFO (Chief Financial Officer) help drive strategy and direct where the money goes that maximize the return and execute the mission of the company.  It gives you the foresight to create sustainable profitable business and minimize risks. Bottom line is CFO helps you find hidden cash, remove the bottleneck so you can grow faster.

  • Preparation for review or audited financial statements
  • Budgeting
  • Short- and long-term forecasting
  • Strategic Planning 
  • Profit Planning
  • Financial Analysis 
  • Customer Segmentation analysis, Pricing analysis
  • Financial presentations


  • Financial reporting

  • Financial systems strategy and setup
  • Documentation prep for mergers and acquisitions
  • Documentation prep for capital raise
  • Interim CFO services
  • Startup guidance


      We offer short term consulting projects and recurring retainer for CFO services.  This is a 1 on a highly level support on strategic growth to catapult your revenue and impact.  Strategic advisor at your fingertip and create simplify to multiply strategy across all key functions of your business.  Building an accountable team to create organizational readiness and discipline to generate revenue.