virtual cfo services
At a certain level, finances can’t be a side project.
Your numbers deserve someone’s full attention.
And your business deserves yours.
custom
financial
reporting
dashboard
When every decision can either protect your profit and peace or drain them both
You don’t go in blind, you run the numbers.
Your business already makes great money, but scaling from here looks different than what got you here. There are bigger decisions on the table. Hiring, pricing, payroll. Each one impacts your profit and how much of your life the business demands in return.
Our Virtual CFO services mean you don’t have to make those decisions blind or alone. We run the numbers behind every move so you can choose the one most likely to work—for your bottom line and your real life.
Weekly & Monthly Cash Flow Forecasting
Organized, Done-for-You Financials
Accountability & 1:1 Support
Runnin’ numbers for... service providers ‧ creative studios ‧ educators & experts ‧ wellness pros
Fractional CFO Services
We act as an extension of your leadership team, helping guide your growth strategy based on real-time financial data. Each month we analyze your numbers and use them to advise on decisions around pricing, hiring, payroll, cash flow, and long-term planning.
We’ll review your financial reports together so you understand what they mean, talk through upcoming decisions until you feel clear, and run the math behind big moves before you make them. When you’re considering a hire, a price change, or a big investment, you’ll have a financial partner to run the numbers with first.
We’ll also manage your books each month to ensure the data we’re working from stays clean, accurate, and up to date.
This is the kind of financial support that lets CEOs confidently lead in and out of the office.
Investment Starts at: $2,950 / Monthly
What’s Included:
Monthly Income & Expense Categorization
Monthly Bank Reconciliation
Monthly Financial Reports
Collaborative Coordination
With your CPA or tax preparer
Custom Financial Dashboard
Monthly cash flow projections
Annual budget + quarterly forecast
Budget vs. actual reporting
Monthly KPI tracking
Monthly Fractional CFO Call
to review finances + fuel strategic moves
1:1 Email & Slack Support
for daily decision-making
Annual 1099 Filings
For the entrepreneur who…
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Is earning $500K+ per year and needs numbers that drive smarter, more profitable decisions
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Wants strategic support to set clear goals, track KPIs, and plan for intentional growth
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Is scaling fast—and knows their finances need to be proactive, not reactive
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Craves accountability and a financial partner who doesn’t just report numbers, but helps act on them
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Needs both day-to-day clarity and big-picture forecasting to stay on track
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Is done managing spreadsheets and receipts—and ready for systems that match the level they’re operating at
From Burnout to Bonuses in 6 Months
“There’s a noticeable shift: less on my shoulders, and way more peace around the decisions I’m making. YNG changed the entire trajectory of my business.”
01. Fill Out Our Inquiry Form
You already know us—now it’s our turn to learn about you, your business, and your goals.
02. Schedule Your Discovery Call
We’ll walk through your current setup, identify where support is needed, and ensure we’re the right strategic fit.
03. Make It Official
Sign your proposal, complete onboarding forms, and join us for a 60-minute onboarding call to kick things off.
04. Complete the Onboarding Roadmap (30-90 Days)
This phase includes catching up and cleaning up your books, building your custom annual budget, and hosting our first Fractional CFO kickoff call—where we’ll present your budget, YTD reports, and our initial insights.
05. Step Into Strategic Support
After onboarding, you'll receive monthly financial reports and cash flow forecasts, review budget-to-actuals, and meet with us monthly to plan, pivot, and stay accountable. You’ll also have weekly Slack access to your dedicated financial team for real-time support.
Questions for us?
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Tired of watching money come in and go right back out? Our Strategic Financial Management services are built to help you keep more of your hard-earned revenue, optimize your team, price strategically, and grow sustainably.
You'll stop second-guessing every business move—and finally lead with confidence, clarity, and accountability.
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Strategic Financial Management services start at $2,950/month. All services are billed on the 1st of each month.
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Easy! If you're a current client, you can upgrade to Strategic Financial Management services at any time. We’re here to grow with your business.
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Absolutely. Strategic Financial Management clients receive 1:1 Slack and email access, plus monthly strategy calls and ongoing check-ins with your financial team.
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We work with entrepreneurs earning $500K+ annually who are scaling fast and need proactive, high-level financial strategy to grow profitably.
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Bookkeeping gives you clean, accurate records of what’s come in, what’s gone out, and where you stand.
Strategic Financial Management services go deeper—helping you plan ahead with forecasting, budgeting, KPI tracking, and high-level strategy to reach your goals.
As our founder says: Bookkeeping looks back. Strategic Financial Management looks ahead.
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Yes! We break everything down in a clear, jargon-free way. No confusing spreadsheets—just insights you can actually use.
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We sure do. We’ll handle communication with your tax professional so everything’s organized and seamless by the time tax season rolls around.
