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Essential CFO Services

Join a group of like minded entrepreneurs to take a hard look at four areas of every firm that cost owners money: The ROI of Marketing, Employee Profitability, Profitable Pricing, and of course, Budgeting (though we call it Profit Planning). Through quarterly workshops, group accountability calls, and quarterly one-on-one CFO calls, create a profitable base on which to grow.

4 Workshops

Meet on Zoom for a three hour workshop every three months that help strengthen the foundation of your business. There is a different topic each quarter covering essential topics: Pricing for Profit, How to Have Profitable Employees, the ROI of Marketing, and of course, Profit Planning!

4 Private CFO Calls

Each quarter meet one-on-one with your CFO to dig into your financials. This could include scanning QuickBooks to help make sure transactions are being handled properly, but will include a review of your financial reports to help you spot trends that need to be replicated for more profit or stopped before they cause damage.

8 Group Calls

In the months there is not a workshop, your CFO will host a group call to help you implement what was learned in the workshop, problem solve any issues you are having in your firm, and keep you accountable to complete the work you said you would complete.

Private Facebook Group

A dedicated place where you can get opinions from others and your CFO can answer questions.

Is the Essential CFO right for me?

This program is great for small firms with revenues of less than $500,000 a year that are looking to grow.

Hiring an admin person was scary, but freed you up to do more. Your hope now is to hire people to start taking billable work off your plate.

We love service based businesses, but especially lawyers. We get them, we get their business, and we make them more profitable.

Straight Forward Pricing

Monthly Payment


We discuss things that are holding your business back - from operational struggles that you are facing to that black box known as your "financials" - all those things which impact your profit.

Perfect for the owner who wants to:


Increase their financial knowledge


Have access to expertise


Build a solid foundation


Find a community of like minded individuals


Become more profitable!


Much more...

Let's Get Started!

Yes, I want to build a stronger firm with a CFO!

Frequently Asked Questions:

Is this right for me?

We understand that this program might not be the right fit for every company. We'd love to discuss and review your stage of growth before we recommend anything.

Will I get one-on-one help?

Yes. We are keeping the groups small so that you get individual attention during the workshops and the group calls.

What if I need help between calls?

Turn to the Facebook group. Not only are the other members of the group there talking about their breakdowns and successes, but it is monitored by CFOs who can jump in and give you solid financial advice.