strategic financial management

Lead like a CEO.
Scale with strategy.

custom
financial
reporting
dashboard

Helping business owners build a legacy that lasts.

You’ve built something incredible—and now it’s time to lead it with the financial clarity and strategic support it deserves. Our strategic financial management services are designed for entrepreneurs earning $350K+ who are done flying blind.

From cash flow to forecasting, we help you interpret the numbers and make decisions that protect your bottom line and fuel your next level of growth.

Expert Insights & Forecasting

Organized, Done-for-You Data Systems

Custom Growth Goals & 1:1 Support

Runnin’ numbers for... service providers ‧ creative studios ‧ educators & experts ‧ wellness pros

Strategic Financial Management

by Your Numbers Gal

Our strategic financial management services are for business owners who need more than reports—they need strategy.

Because you’re not just managing money— you’re making growth moves. We dig into the final pieces that will get you there: pricing, cash flow, team costs, and margins that aren’t working.

With expert bookkeeping and Fractional CFO support, we help you stop reacting and start leading with financial reports and data that drive profit and decisions that move you forward.

Investment Starts at: $2,000 / 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

Receipt Management in Hubdoc

1:1 Email & Slack Support
for daily decision-making

Annual 1099 Filings

For the entrepreneur who…

  • Is earning $350K+ per year and needs numbers that drive smarter, more profitable decisions

  • Wants strategic support to set clear goals, track KPIs, and plan for intentional growth

  • Is scaling fast—and knows their finances need to be proactive, not reactive

  • Craves accountability and a financial partner who doesn’t just report numbers, but helps act on them

  • Needs both day-to-day clarity and big-picture forecasting to stay on track

  • 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.”

Explore the Case Study

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?

  • 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.

  • Strategic Financial Management services start at $2,000/month. All services are billed on the 1st of each month.

  • 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.

  • Absolutely. Strategic Financial Management clients receive 1:1 Slack and email access, plus monthly strategy calls and ongoing check-ins with your financial team.

  • We work with entrepreneurs earning $350K+ annually who are scaling fast and need proactive, high-level financial strategy to grow profitably.

  • 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.

  • Yes! We break everything down in a clear, jargon-free way. No confusing spreadsheets—just insights you can actually use.

  • We sure do. We’ll handle communication with your tax professional so everything’s organized and seamless by the time tax season rolls around.

OWN YOUR NEXT MOVE

The real bottom line? Building your dream life. And numbers get you there…