Turn Messy Money into Confident Decisions
Financial clarity and CFO-style support for conscious women business owners ready to lead with confidence.
The Aligned Profit Reset
The Aligned Profit Reset
A 6-week CFO-style financial reset designed to help you organize your numbers, stabilize cash flow, understand profitability, and make confident business decisions.
Financial Clarity
We clean up and organize financial chaos in the first week. We make sure your accounting system fits your needs and clear out all the mess. In the process we will develop clear and actionable budgets and forecasts. We will set goals and expectations to keep everyone on the same page.
Automate Systems
Here we will ensure your external accounts feed into your accounting system for real-time transactions. There may be some adjustments needed to account for beginning or existing balances.
Simplify Cash Flow
This is where we can begin taking action in your business to see where we can increase or decrease activity. You will also learn how you can improve your working capital, current ratio, and gross profit.
Personalized CEO Dashboard
Some accounting systems have decent dashboards built in but may not be utilized to its' fullest. We make sure you see at-a-glance your business performance with KPI's, charts, and more. You see what is most important.
Develop Growth Strategies
During the last week their should be a clear profit visibility and understanding of what needs to be done moving forward so your confident with your numbers and decisions. You may also decide to continue with our monthly CFO support and personalized video insights.
Our Services
Aligned Profit Reset
Aligned Profit Reset
Aligned Profit Reset
$750 and up
Everyone starts here.
Includes:
- Align finances & goals
- 3 months of catchup or cleanup
- Actionable budgets and forecasts
- Optimize cash flow
- KPI dashboard with visual charts
- Create or improve SOP's
- Weekly check-ups and updates
Monthly CFO Support
Aligned Profit Reset
Aligned Profit Reset
$350–$1200 / month
Continual monthly support
Includes :
- Weekly transaction updates
- Revenue and expense trend tracking
- Ongoing financial reporting
- Light HR
- KPI dashboard updates
- Strategic guidance
- Monthly video insights
Cleanup & Catch-Up
Aligned Profit Reset
Cleanup & Catch-Up
$$ Depends on project size
For businesses behind on their books or if they got messy
- Up to three years of catching up on the books
- Clear chart of accounts
- Clean up the mess...it happens
- Reconciliations for every month
- Build foundational organization that's easy to follow
- Light training and teaching moments