As Your Virtual CFO, We Enable You To Have Financial Clarity, Cash Flow Confidence, and Predictable Profitability

At Say Yes To Profits, we know that many established consulting firms and service based CEOs generate significant revenue yet still struggle behind the scenes. Cash flow feels inconsistent. Profit is unpredictable because expenses seems to  grow faster than profit and financial blind spots create stress and uncertainty.

It’s clear that you are working hard, but your numbers do not reflect your effort.

Our Virtual CFO service eliminates that pressure!

We replace guesswork and surface level financials with executive level financial strategy, real time forecasting, and the leadership you need to operate with clarity and control.

We help you:

If you are tired of not knowing where your money is going or unsure how to grow without increasing financial risk, Say Yes To Profits provides the insight, structure, and strategy your business needs.

We turn complex financial data into powerful clarity so you can lead with confidence, safeguard your profits, and achieve the financial freedom you have earned.

And even if your revenue is strong, a Virtual CFO ensures that your numbers become strategy, your strategy becomes profit, and your profit fuels intentional growth and wealth building

Who We Serve

We exclusively serve established consulting firms, coaches, and service-based businesses earning $500,000 to $5 million annually.

Why Hire Say Yes To Profits

Proven Framework for Profit

Our proprietary Say Yes To Profits Framework has helped CEOs increase cash flow and profitability between 30% and 350% within 12 months, while reducing their tax liability by up to 55%.

Strategic, Hands-On Partnership

We don’t just offer advice, we build the financial foundation, clean the books, fix the leaks, and deliver strategic insights you’ve never had before.

Tailored CFO Strategy, Not Templates

No cookie-cutter approaches here. Your business is unique, and so is the financial strategy we design to help you grow with control, confidence, and clarity.

Documented Results, Lasting Impact

From unpredictable cash flow to financial clarity and confidence, our clients don’t just scale. They scale smart, with the systems, strategy, and support to make profit sustainable.

Lead With Clarity, Not Confusion

No more financial fog. We give you the strategic insights you need to run your business like an executive, not an operator.

Build an Asset That Sustains Itself

We install financial systems that grow with you, so your business can stop depending on you and start building long-term wealth.

Master Your Money. Multiply Your Cash Flow. Say Yes To Profits.

Your business is too successful to operate with financial uncertainty. With Say Yes To Profits® as your Virtual CFO and Financial Strategist, you replace guesswork with clarity and lead a business designed to fund your legacy.

Why Service-Based Businesses Need a Virtual CFO

When your business is earning $500K to $5M in revenue, your financial systems are either driving you toward continuous growth or silently draining your profit and putting your next level at risk.

Without a virtual CFO, you’re experiencing:

Say Yes To Profits Fractional CFO Services

Your Path To Profitability Starts Here

Our simple three step process

STEP 1

Schedule Your Discovery Session

STEP 2

Uncover Your Financial Challenges & CFO Service

STEP 3

Partner With Your Dedicated CFO & Begin Implmentation

What Is a Virtual CFO & Financial Strategist?

A Virtual CFO (Chief Financial Officer) and Business Financial Strategist is an executive partner who provides high-level financial leadership, strategy, and guidance without the cost or commitment of a full-time executive.

Whether you call it a Virtual CFO, Fractional CFO, or CFO Advisor, the role goes beyond reporting numbers. It is about designing and implementing financial strategies that give you clarity, foresight, and a clear path to sustainable profitability.

A Virtual CFO and Financial Strategist becomes the trusted advisor behind your numbers, aligning financial systems and strategies with your business goals so you can grow, protect, and multiply your money with confidence.

Problems We Solve As Your Virtual CFO

At Say Yes To Profits®, we serve as the financial leadership partner in your business, providing the strategy and oversight you need to scale strategically, protect profitability, and confidently grow, protect, and multiply your money.

VIRTUAL CFO SERVICE LEVELS

Strategic CFO and Accounting partnership that gives you clarity, control, cash flow confidence and predictable profitability.

CFO AT SCALE

Bi-weekly Strategic CFO Support For Scaling Businesses
$ 5,000 Monthly Average
  • Bi-weekly CFO Strategy Sessions
  • Bi-weekly Cash Flow Forecasting
  • Bi-weekly Financial Performance Insights
  • Bi-weekly Custom KPI Tracking
  • Month-End Closing
  • Monthly CFO Intelligence Reports
  • Budget vs Actual Tracking
  • 24/7 Access To Profit Performance Dashboard
  • Annual Financial Strategy Plan
  • Annual Tax Strategy Plan
  • Quarterly Tax Progress Sessions
  • Exclusive CFO Access to Dr. Octavia
  • Unlimited CFO Advisory Support
  •  

CFO GROWTH

Monthly CFO Insight To Improve Performance and Profitability
$ 3,500 Monthly Average
  • Monthly CFO Strategy Sessions
  • Monthly Cash Flow Forecasting
  • Monthly Financial Performance Insights
  • Monthly Custom KPI Tracking
  • Month-End Closing
  • Monthly CFO Intelligence Reports
  • 24/7 Access To Profit Performance Dashboard
  • Annual Financial Strategy Plan
  • Dedicated CFO
  •  
BEST SERVICE

ACCOUNTING ELITE

Elite accounting support that keeps your financials clean and consistent.
$ 2,000 Monthly Average
  • QuickBooks Set-Up & Management
  • Budet vs Actual Reporting
  • Bill Pay Management
  • Client Invoicing & Collection
  • Job Costing Accounting
  • Sales Tax Reporting Support
  • Month-End Closing & Financials
  • Monthly Financial Review Meetings
  •  

CFO AT SCALE

Bi-weekly Strategic CFO Support For Scaling Businesses
$ 5,000 Monthly Average
  • Bi-weekly CFO Strategy Sessions
  • Bi-weekly Cash Flow Forecasting
  • Bi-weekly Financial Performance Insights
  • Bi-weekly Custom KPI Tracking
  • Month-End Closing
  • Monthly CFO Intelligence Reports
  • Budget vs Actual Tracking
  • 24/7 Access To Profit Performance Dashboard
  • Annual Financial Strategy Plan
  • Annual Tax Strategy Plan
  • Quarterly Tax Progress Sessions
  • Exclusive CFO Access to Dr. Octavia
  • Unlimited CFO Advisory Support
  •  

CFO GROWTH

Monthly CFO Insight To Improve Performance and Profitability
$ 3,500 Monthly Average
  • Monthly CFO Strategy Sessions
  • Monthly Cash Flow Forecasting
  • Monthly Financial Performance Insights
  • Monthly Custom KPI Tracking
  • Month-End Closing
  • Monthly CFO Intelligence Reports
  • 24/7 Access To Profit Performance Dashboard
  • Annual Financial Strategy Plan
  • Dedicated CFO
  •  
BEST SERVICE

ACCOUNTING ELITE

Elite accounting support that keeps your financials clean and consistent.
$ 2,000 Monthly Average
  • QuickBooks Set-Up & Management
  • Budet vs Actual Reporting
  • Bill Pay Management
  • Client Invoicing & Collection
  • Job Costing Accounting
  • Sales Tax Reporting Support
  • Month-End Closing & Financials
  • Monthly Financial Review Meetings
  •  

CFO AT SCALE

Bi-weekly Strategic CFO Support For Scaling Businesses
$ 5,000 Monthly Average
  • Bi-weekly CFO Strategy Sessions
  • Bi-weekly Cash Flow Forecasting
  • Bi-weekly Financial Performance Insights
  • Bi-weekly Custom KPI Tracking
  • Month-End Closing
  • Monthly CFO Intelligence Reports
  • Budget vs Actual Tracking
  • 24/7 Access To Profit Performance Dashboard
  • Annual Financial Strategy Plan
  • Annual Tax Strategy Plan
  • Quarterly Tax Progress Sessions
  • Exclusive CFO Access to Dr. Octavia
  • Unlimited CFO Advisory Support
  •  

CFO GROWTH

Monthly CFO Insight To Improve Performance and Profitability
$ 3,500 Monthly Average
  • Monthly CFO Strategy Sessions
  • Monthly Cash Flow Forecasting
  • Monthly Financial Performance Insights
  • Monthly Custom KPI Tracking
  • Month-End Closing
  • Monthly CFO Intelligence Reports
  • 24/7 Access To Profit Performance Dashboard
  • Annual Financial Strategy Plan
  • Dedicated CFO
  •  
BEST SERVICE

ACCOUNTING ELITE

Elite accounting support that keeps your financials clean and consistent.
$ 2,000 Monthly Average
  • QuickBooks Set-Up & Management
  • Budet vs Actual Reporting
  • Bill Pay Management
  • Client Invoicing & Collection
  • Job Costing Accounting
  • Sales Tax Reporting Support
  • Month-End Closing & Financials
  • Monthly Financial Review Meetings
  •  

Straightforward Monthly Engagement

Simple, transparent monthly service and billing that adapts as your business grows.

Start Strong With a Seamless Onboarding Experience

Our process begins with a structured onboarding phase where we take a deep, comprehensive look inside your business. We assess your financial systems, review your current financial performance, evaluate your operational processes, and identify the gaps that are limiting clarity, growth, and profitability. This allows us to understand exactly how your business works and the support you need at your level.

From there, we create a customized implementation plan that aligns with your goals, strengthens your financial foundation, and outlines how our Virtual CFO partnership will move your business forward.

if your service levels are the CFO At Scale or CFO Growth, your onboarding will also include your Annual Financial Strategy and Tax Strategy Plans.

OUR CLIENTS SUCCESS

“I just want to thank Octavia Conner for working with the South Fulton Chamber of Commerce and in guiding us on how to be more organized and knowledgeable about finances. Her guidance has helped us to keep more accurate and complete financials for the chamber.

Since she has been preparing the chamber’s financial reports, I now have more time to focus on growing the organization and other important productive chamber activities, while having the confidence in knowing our financials are in order for anyone to review at all times. 

She has truly been an invaluable asset to the chamber.”

Sincerely,

~Y. Dyan Matthews (President & CEO)

“If you want to maximize your tax breaks or anything financial, and you’re looking for a CFO, you don’t have to look anymore. Say Yes To Profits is literally the answer that you’ve been looking for. If you want to know how to future proof your business? Everything you need, come to Say Yes to Profit.”

– Tiffani Claiborne, Teach Tiffani, LLC

Take The Profit Quiz Today!

Discover Your Profit Score In 5-Minutes!

In just five minutes, you will identify hidden gaps, uncover blind spots, and gain instant clarity on the strengths and weaknesses impacting your cash flow, profit, and growth potential. Your Profit Score reveals how prepared your business is for sustainable scaling and what steps you should take next to strengthen your financial foundation and increase profitability.

Your Profit Score helps you quickly understand: