You are in the right place if your business is….

  • Female owned and operated
  • In the Creative industry
  • Striving for revenue of $500k and above
  • Growing or adding to a team
  • Ready to step into the CEO role
  • Setting goals to build wealth

It’s time to take the uncertainty out of your money situation. You deserve to have a trusted partner who understands your unique situation and the financial data to support your intuition.

You need a safe place to discuss money, profitability, and ask questions. And most importantly someone to rely on to help you with all those numbers.

Creatives can understand money!

Schedule a call

MONTHLY CFO Service

Ideal for the creative business building an agency and generating $500,000 and above in annual revenue.

Know where your business is headed and what it takes to get there.

Includes:
* Forecasting to identify and plan for upcoming decisions.
* Mindset Coaching Sessions
* Your accounting needs taken care of by a team that gets you.

Investment ranges from $2,500-$5,500/month

Let’s Get Started

Seen my confidence grow!

Through the last year of working with Sheila and her team, I have dramatically seen my confidence as a business owner grow, seen impactful growth of Bob & Lou’s, and gained an incredible amount of knowledge when it comes to my business financials.

Truly a blessing to have such an incredible team behind me to help my business succeed!
Sarah Knabel
Bob and Lou’s

MONTHLY CFO Lite Service

Ideal for the creative business generating $200,000-$500,000 in annual revenue.

Know where your money currently is.

Includes:
* Done for you bookkeeping in QuickBooks Online
* Timely (within two business days) responses to your questions
* Monthly financial reports
* Clarity and confidence around money
* Cash flow planning to know exactly what cash is needed
* Monthly calls to discuss results and plan for upcoming months

Investment ranges from $1,350-$2,450/month

Add On Services Available: Payroll Processing, Sales Tax Filing, and Income Tax Preparation

Let’s Get Started!

Are you ready?

Shame, guilt, and worry around money can feel heavy. You are capable of understanding your business numbers with the right support. I believe in you and will be here when the time is right.

Schedule a Call

One Time Strategy Sessions

Money Roadmap

An in-depth day for you as the CEO to create a strategic financial plan.

The best part, you aren’t trying to do it alone!

Together, we dig in your business numbers and discover the story they are telling us. We work through your Money Mindset and how it may be impacting your decisions. You walk away with an action plan for becoming the confident decision maker you dreamed you would be!

Investment of $1897

I Need this!

One Hour Call

A one on one session to address one of the following questions:

  • When should I become an S Corp?
  • Am I doing my QuickBooks right?
  • How do I pay myself?
  • Are estimated tax payments necessary?

Investment of $397

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