Finding experts you trust, confide in and enjoy working with is every successful business owner’s secret sauce.
you were never meant to.
You don’t have to run your business alone,
you were never meant to
You don’t have to run your business alone,
WHAT WE OFFER
It is imperative that we focus on leveraging our finances, our resources, in order to build sustainable businesses and lives we love
INTENTIONALITY
The more time and space we have to discover our individuality and pursue its fullest expression, the more vibrant and joyful our world becomes
INDIVIDUALITY
We believe that we each deserve to design a life we love, and that sustains us
INDEPENDENCE
OUR WORK SUPPORTS THESE THREE CORE VALUES
You've built a remarkable business, now you just need a finance team to match
This sounds like a dream! I'm ready to apply!
You’re generating 250K + of annual revenue (consistent 20K + months) in your service and/or product based business
You excel at what you do, and lining up new business, but you need more control over where your money is going
You know you don’t have the bandwidth, desire, experience or know-how to be sure that your money is doing exactly what it needs to do to sustain you and your business
You're tired of translating between your bookkeeper and your accountant, and you want to work with a team of financial experts who care about your business as much as you do
Our Virtual CFO services are the perfect fit for you if
Bookkeeping, Tax Planning & Financial Strategy
Bookkeeping 〡 Tax Planning 〡 Financial Strategy
Our services, exceptionally executed for you
exceptionally executed for you
Our services,
"The warmth and gentle nature that Luisa meets her clients with as she describes how to understand business finance was a breath of fresh air."
I felt like I could be honest and clear about the areas I wanted to work on, and she was able to meet me with clear and easy-to-understand explanations that had taken me years to try to understand. Luisa was also a thought partner in my financial goals layering over her understanding of my finances to help me see clearly if I should or shouldn't make a large decision. This has been invaluable for me! Justine Kahn, Botnia
get the expert support you need today!
Curious? Download our services guide!
PLUS an online quickbooks subscription & unlimited voxer support!
Bookkeeping: a key component of any successful business is an accurate account of all money that comes in and out of your business
Tax planning & filing: we project your tax liability for the year every quarter, and oversee compliance
Financial Reporting: we record a monthly financial health assessment and recommendations for increased profitability
CFO Analysis: We analyze business performance & growth strategies against key performance metrics
04
03
02
01
Our Virtual CFO services include the following, all under one roof
Expert analysis is what enables sustainable, profitable growth. We create a financial plan, set up an annual budget based on your goals, and regularly track what you actually spend against your best laid plans.
ANALYSIS
Systems are essential to the success of every CEO. We leverage Quickbooks Online, Google Drive and Voxer to ensure efficient accounting, information sharing and advising on a daily basis.
SYSTEMS
Getting organized is step number one. We triple check that all business transactions have been properly recorded for the year, and that your filings are up to date.
ORGANIZATION
