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Helping Consulting Firms Say Yes To Profits,
Cash Flow & Zero Taxes

Virtual CFO and Tax Strategy Services
for Established Consulting Firms
Schedule Your CFO Discovery Session

Turn Your Top-Line Revenue Into Your Bottom-Line Profit

A new hire. A larger client engagement. A change in pricing.

Every decision comes with a financial commitment. You need to know whether your firm can support it and what it means for your cash flow, profit, and taxes.

Say Yes To Profits® connects the financial decisions you face as a consulting firm CEO to your future goals. 

We work with founder-led consulting firms generating $1M–$10M annually, including HR, management, healthcare, marketing and IT consulting firms.
 

Through cash flow forecasting, client and service profitability analysis, financial strategy, and proactive tax planning, we help you answer:

 

  • Can we afford to hire before the next client payment arrives?
  • Which engagements are delivering the profit we expected?
  • Are our prices covering the actual cost of our team’s time?
  • How much can I pay myself while funding the firm’s obligations?
  • What tax strategies should we implement before year-end?

Your Numbers Should Give You Answers

With a dedicated Virtual CFO and financial team, you have guidance to evaluate your options, address financial gaps, and plan your next move.

Apply For a CFO Discovery Session

WHAT CHANGES WHEN YOU CAN SEE WHAT'S AHEAD

Gain greater visibility and control over your cash, profitability, taxes, and the financial decisions shaping your firm.

Know Where Your Money Is Going

See how revenue is being used, where profit is being created, and where money may be slipping through the cracks.

See Your Cash Position Ahead

Know what cash could look like in the weeks and months ahead, not just what is sitting in the bank today.

Increase & Protect Profitability

Understand what is driving your margins and where opportunities exist to keep more of the revenue you're generating.

Make Decisions With the Numbers

Know the financial impact before you hire, invest, increase compensation, expand, or make another major move.
Schedule Your CFO Discovery Session