Our Elite Accounting Services is a premium accounting partnership for established, thriving consulting firms, coaches and service-based businesses who demand accuracy, clarity, and confidence in every financial decision.

You sit at the helm of your company, and every decision carries weight. Our Elite Accounting Services provide the financial clarity, strategic control, and strong foundation you need to scale with confidence and build the empire you envision.

Imagine moving from constant questions and uncertainty to complete clarity about your numbers. With a strong financial foundation, structure, and systems, you shift from reacting to problems to leading with confidence, knowing exactly where your business stands and how to scale it to the next level.

WHO THIS IS FOR

This service is perfect for service-based businesses operating multi-six or seven-figure service-based businesses who need accuracy, clarity, and advanced accounting support, but are not ready for a CFO. If you are spending too much time worrying about your books, frustrated with inconsistent reports, or unsure whether your numbers are truly accurate, Elite Accounting Services is built for you.

WHAT YOU RECEIVE

WHAT YOU GAIN

Elite Accounting Services gives you the confidence of knowing your finances are accurate, organized, and handled with care. With a solid foundation in place, you can focus fully on leading your business, secure in the knowledge that your numbers are reliable and your operations run smoothly.It’s not designed for startups or those not yet generating consistent revenue.
Octavia Conner Accounting Services

A Solid Financial Foundation Fuels Growth

At Say Yes To Profits®, we believe lasting success begins with strong accounting. Our Elite Accounting Services give you the structure, accuracy, and organization needed to sustain and grow a thriving business.

We go beyond balancing the books. Our role is to provide you with clear, dependable numbers and the peace of mind that comes with knowing your financial foundation is secure. With this level of support, you can lead confidently, focus on your vision, and make decisions rooted in clarity and control.

If you are ready to stop second-guessing your numbers and start operating with accuracy and assurance, now is the time to take the next step. Schedule your discovery session today and let’s explore how Elite Accounting Services can position your business for greater stability and growth.

HEAR FROM OUR CLIENTS

How to Know If Our Elite Accounting Services Are Right for You

As a thriving business, your time is consumed with leading clients, managing a team, and driving growth. While your business is generating multi six or seven figures, you may not have the capacity or desire to stay buried in the details of your finances. Yet you know that a strong financial foundation is essential if you want your success to be sustainable.

Perhaps you are tired of second-guessing whether your books are accurate, or you feel frustrated when reports do not make sense. You may have experienced the stress of trying to close your month only to find missing information, overdue invoices, or accounts that simply do not reconcile. These challenges are more than an inconvenience. Left unaddressed, they can hold back your growth and create costly mistakes.

Elite Accounting Services was designed to remove that burden from your plate. With a dependable partner ensuring your numbers are organized, accurate, and reliable, you can finally stop worrying about the back office and focus fully on leading your company forward. This service gives you peace of mind today and the structure you need to confidently scale tomorrow.

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.

FFREQUENTLY ASKED QUESTIONS ABOUT OUR ELITE ACCOUNTING SERVICES

Our Elite Accounting Services goes far beyond recording transactions. We ensure your accounts are accurate, reconciled, and maintained with precision, while providing budgeting, job costing, accounts receivable and payable management, and monthly financial reviews. It is the structure and oversight you need to keep your business running smoothly at a higher level.

Yes. QuickBooks is only a tool. Without professional oversight, it can still produce errors, inaccurate reports, or missed opportunities. Our team sets it up correctly, maintains it consistently, and ensures you can trust the numbers you see.

That is exactly why Elite Accounting Services exists. This service does not include CFO-level strategy or financial forecasting. Instead, it gives you advanced accounting support such as accurate bookkeeping, reconciliations, budgeting, job costing, and management of accounts receivable and payable. You gain peace of mind knowing your numbers are correct, your systems are organized, and your financial foundation is strong. This creates the stability you need to operate confidently today and prepares you for the day when CFO services become the right next step.

Yes. Elite Accounting Services is designed to give you peace of mind without losing control. You will receive clear communication and monthly reviews so you always know the state of your finances. Instead of guessing or chasing down numbers, you gain reliable visibility and the confidence that your accounting is accurate and up to date.

Elite Accounting Services is an investment in the stability and success of your business. While the exact fee depends on the size and complexity of your operations, our clients consistently find that the peace of mind, accuracy, and time saved far outweigh the cost. By preventing errors, reducing inefficiencies, and giving you reliable financial information, this service pays for itself many times over.

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: