This is a high-level, one-day virtual intensive designed to strategically align your business finances for growth and scale.
The Say Yes To Profits® Full Day Financial Strategy & Planning Day is designed specifically for 7-figure plus, service-based minority women CEOs who are ready to stop operating in the dark and start leading with financial clarity and control.
This isn’t a coaching session; it’s a personalized, high-impact financial experience designed to help you take control of your numbers and scale with confidence.
During this exclusive 1:1 day, we implement the Say Yes To Profits® Framework and focus deeply on the area that is most limiting your profitability and growth.
Together, we will break down your biggest financial roadblock and rebuild it with clarity, confidence, and strategy. By the end of the day, you’ll walk away with a CFO-level understanding of your financials, a 12-month roadmap, and custom solutions designed to immediately increase your profit and peace of mind.
You will choose one key area of focus based on your greatest need:
Analyze your pricing and revenue model to ensure every offer is profitable and scalable. Shift from revenue-heavy to profit-rich with clarity and intention.
Gain full visibility into where your money is going, uncover hidden leaks, and create a cash management system that keeps your business thriving, no matter the season.
Build a budgeting system that ensures your spending aligns with your revenue goals and leaves room for intentional, sustainable profit growth.
Evaluate your current team and hiring strategy through a financial lens. Identify who you need, what you can afford, and how to scale without overspending.
Map out your next 12 months with proactive forecasting and scenario planning that guides every financial decision with clarity and precision.
Assess your internal systems—from reporting to decision-making tools—to ensure your financial foundation can support continued 7- and 8-figure growth.
Scaling a 7-figure business without a clear financial strategy is a fast track to burnout, stress, and unpredictable profit. Our Private Financial Strategy Day is designed to stop the guesswork and give you the clarity, systems, and support you need to grow with confidence.
This is your opportunity to step away from the day-to-day and work on your business, alongside a trusted Virtual CFO, to build the financial structure your next level demands.
Uncover blind spots, cash flow leaks, and financial inefficiencies that are silently sabotaging your growth.
Receive expert, personalized guidance rooted in the Say Yes To Profits® Framework—built around your business’s real numbers and real goals.
Get a comprehensive, CFO-level view of your business and an actionable roadmap for scaling profitably and sustainably.
Leave with peace of mind, consistent cash flow strategies, and a decision-making plan you can implement immediately, without second-guessing.
Whether you focus on Cash Flow, Forecasting, Pricing, Team Structure, or Systems, the results of this one day will transform how you lead and grow your business for the next 12 months and beyond.
This is your private, CFO-led experience designed to deliver breakthrough clarity and a financial strategy built for scale.
In just one day, you’ll receive expert guidance, in-depth financial analysis, and a custom action plan tailored to your business goals and growth trajectory.
We start with a focused call to review your current financial position, identify key goals, and select your core area of focus for the day.
Spend the day gaining the financial clarity you’ve been craving. You’ll uncover what’s blocking your profit, simplify your numbers, and walk away with a clear, customized roadmap to scale your business with confidence.
We will audit your financial systems in real-time, outline profit-focused strategies, and structure a plan for sustainable scaling using the Say Yes To Profits® Framework.
You’ll receive a tailored profit and cash flow strategy mapped out for the next year, so you can lead with clarity, not confusion.
A personalized PDF playbook summarizing key insights, financial benchmarks, and your implementation roadmap, delivered after your session.
Two weeks after your Strategy Day, we reconnect for a follow-up session to review your progress, answer questions, and ensure your strategy is on track.
One full day can shift the entire trajectory of your business. Walk away with the clarity, strategy, and financial direction you need to scale profitably and lead with confidence.
Book a discovery session below to begin the process.
