CPR For Your Business Finances
If your business brings in between $1M and $5M, it's time to level up from a bookkeeper to a CFO (Chief Financial Officer).
Think of a doctor assessing symptoms, diagnosing the problem, and putting together a treatment plan. That’s me…but for your business finances.
And just like any good doctor, your privacy and confidentiality are my top priorities. As a CFO, I’m dedicated to putting people first, with a healthy dose of care and empathy.
Now, you might be wondering, “Aimee, why not stick with a bookkeeper? Aren’t CFOs for big corporations?”
Here’s the thing: at your current business stage, earning between $1M and $5M, you need more than just number crunching. You need a financial ally who can answer your questions, work closely with your CPA, manage cash flow, and help you strategize and plan for growth.
As your CFO, I'm all about making sure you're maximizing your resources, not leaving money on the table.
What does this mean for you?
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Say goodbye to those horrifying surprise tax bills.
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Free up yourself, your spouse, or your employees from the burden of bookkeeping, allowing talents to shine where they’re most needed.
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Eliminate cash flow mysteries - no more wondering why your bank account balance doesn’t reflect your income.
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Replace financial anxiety with confidence and empowerment - think of it like confidently navigating a Millennium Falcon through the galaxy of your finances. (Sorry, I just had to squeeze a Star Wars reference in there.)
It’s time to take control of your financial narrative and steer your business toward success and stability.
Introducing…
Done-For-You Bookkeeping and CFO Services
Here’s What I Can Do For You:
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We start with a complete review of your bookkeeping system. This allows us to offer recommendations and to create a checklist for the financial tasks that need attention.
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All bank and credit card transactions are tracked, recorded and categorized accurately.
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Real time reconciliation to ensure accounts are balanced for reporting accuracy.
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Oversight of Client Invoicing, including sending, tracking, reminders, and follow-up.
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Process Bills and timely payments to existing Vendors, Setup new Vendors, including requesting W9s for annual 1099 processing.
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Process payroll, ensure IRS/State payroll filings are handled, and issue W2s.
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If you have it, we will track it. If becoming debt free is a priority, we work on the plan to create that result with intention.
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We use a simple process that manages cash flow with ease. We recommend allocating percentages for priorities, like Profit and Tax, and then we can tailor percentages to meet your other business priorities.
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Budgets help resolve decision fatigue and forecasting allows you to plan intentionally for the future of your business. When we create these plans, we consider both business and personal priorities.
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Delivery of Monthly Income Statement and Balance Sheet with a clean and clear explanation of what the numbers mean and how to use them to your advantage.
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This is your time to receive support about anything regarding your finances. If you want to talk about the big picture, let’s do it. If you want to discuss cash flow issues, I’ve got you covered. Typically, we review your monthly financials, close loops and then the rest of the time is for you. Every call, I want you to think, “I got exactly what I needed.”
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Filing your taxes becomes streamlined. You intro us to your CPA, we give virtual high fives and send over all the business financials for tax preparation. We pride ourselves on making the year end and tax season a smooth process.
Client Results
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“Before Aimee, I was stressed and my energy for my business was lacking. Now, I’m so excited. We get to hire more people and do all of this new stuff. There’s no reason we can’t be a $10 million company.”
Mark Homer CEO, GNGF
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“As a professional coach, my work can be emotional, and I like to be very invested in my clients. I wasn’t worried about my books, my bookkeeping system, or my offers and pricing. Aimee handled all of that, which freed me up to do what I do best."
Michael Sgro
Let’s talk investment
If your business is making between $1M and $5M, and you're thinking about growth, hiring, smoothing out your cash flow, keeping those books tidy, and strategizing financially, you're in the right place.
I mix and blend two key elements in my approach. First, I'll get my hands on the basics like bookkeeping, making sure your financial reports are more than just numbers – they'll become your decision-making blueprint.
Second, I’ll help you develop a growth mindset through a holistic financial approach that stems beyond just numbers. It's about setting you up for today and for the sky-high goals you've got for the future.
What this means for you: revenue hitting new highs, profits looking better than ever, more time for you and your family, exploring new opportunities for your business, and actually enjoying being the boss without the headache of constant financial worries.
OUR PARTNERSHIP STARTS AT: $1500/month
(12 month commitment is required)
Commonly Asked Questions
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After our call, I will send you an email with a link to process your first month’s retainer. I will then send you a service agreement which you digitally sign. From there, I send you the onboarding questionnaire, and instructions on how to add me to your accounting software. I also provide instructions on how to add an online account with your financial institutions, merchant accounts payroll provider, and any other software we need to complete your financial tasks. If you want guidance, we can schedule a 15 minute call.
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After your first month is paid, we require a payment method on file that we automatically process on the 15th of the month. You will receive an invoice on the 1st of the month and when your payment processes on the 15th, we will send you the invoice marked as paid.
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We want to be transparent and let you know that our client retention is really high and we only work with a select group of companies. So while we ask for a 12-month commitment, most of us clients have been with us for years. And it's because we invite our clients to see engaging with us as a partnership. When we work together in this way, you’re not employing us, but we still become a member of your team. You stay fired up in your zone of genius, we stay fired up in ours, and we come together to use the numbers to drive revenue and profit up and keep taxes down.
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Early on in my career, I adopted a policy about segregation of duties. This is a term used in audits to assess risk for businesses, especially ones operating with cash. The idea here is one person shouldn’t be responsible for every single aspect of the financial process. I actually loved that concept and adopted it immediately. In my business, segregation of duties means, if we are managing your day-to-day finances, we shouldn’t also be the ones filing your taxes. Your CPA provides a check and balance for your business financials. Coupled with my belief in a team approach, our speciality is day-to-day bookkeeping, CFO analysis, accountability and mindset coaching. I want my clients to have a CPA who has a speciality in tax strategy. Tax strategy is something I know about, it's not my speciality. I want nothing but the best for my clients, so I want them to have a CPA.
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Early on in my career, I adopted a policy about segregation of duties. This is a term used in audits to assess risk for businesses, especially ones operating with cash. The idea here is one person shouldn’t be responsible for every single aspect of the financial process. I actually loved that concept and adopted it immediately. In my business, segregation of duties means, if we are managing your day-to-day finances, we shouldn’t also be the ones filing your taxes. Your CPA provides a check and balance for your business financials. Coupled with my belief in a team approach, our speciality is day-to-day bookkeeping, CFO analysis, accountability and mindset coaching. I want my clients to have a CPA who has a speciality in tax strategy. Tax strategy is something I know about, it's not my speciality. I want nothing but the best for my clients, so I want them to have a CPA.
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Here's the thing: basic bookkeeping isn't really my jam. I like to compare it to healthcare – when you need a specialist, you don't just stick with your family doctor. You wouldn't ask your GP to deliver a baby! In the same way, my focus is on being the financial health specialist for your business, rather than just ticking the boxes of standard bookkeeping.
