CFO Services

We’ve built a track record of helping over 90% of our clients grow between

30% and 350% within 12-months. 

Here's What You Gain When You Hire Us.

Clarity

virtual cfo services

We help you understand your financial position, then leverage your numbers to scale faster, smarter, and consistently.

Control

We not only enter your data into an accounting system, but we also develop key metrics and provide financial intelligence at your fingertips.

Consistent Increase

You receive financial accountability, become fiscally responsible, control costs, and maximize cash flow and profits.

Benefits Of Working With SYTP

  • You learn new ways to shift your business model and scale quickly.
  • We help you build a cash flow strategy to eliminate the feast-to-famine cycles.
  • We immediately stop money leaks and show you how to keep more of the money you earned.  
  • We position you to eliminate huge annual tax bills with smart (and legal) tax reduction tactics.
  • You get your books in order and stop scrambling to fix issues at year-end. 
  • Finally, you become strategic about how to eliminate debt, hire new team members, and navigate funding cycles.
  • and much more...

Say Yes To Profits 

Virtual CFO Services

For Women-Owned Consultants, Coaches & Service-Based Entrepreneurs generating $250K in annual sales revenue. 

 

All virtual CFO packages include:

  • Annual Strategic Planning Session
  • Customized 12-Month Say Yes To Profits Plan
  • Monthly Financial Accountability Meetings
  • Weekly Bookkeeping Update & Reconciliations
  • Designated 3-Person Accounting Team
  • Month-End Financial Closing
  • Advanced Financial Reporting & KPI Monitoring
  • Rolling 90-Day Cash Flow Forecast 
  • Budget Building, Monitoring & Analysis
  • Customize Profit Tracking Financial Dashboard
  • Annual Tax Planning & Preparation
  • Exclusive Say Yes To Profits Tax Cheatsheet
  • Monthly Group Money Talk Calls
  • Annual Client Appreciation Gala
  • and much more!
Copy of Blog Covers 851200 (2)

Our virtual CFO is tailored to fit the size and complexity of your business. Schedule a complimentary Discovery Session today and we will build a customized package that best fits your needs.

CFO Packages start at $2,500 monthly. 

We equip our clients to make Say Yes To Profits decisions that position them to grow predictable, profitable businesses in less time.

Eva Corpus

“Thank you so much for your attention to detail and for providing a well-rounded service for my business. It was truly an effortless experience in helping me organize my business financials and putting me on the right track to success which most importantly allows me to focus on what I do best. Many blessings to you and your staff.”

Gail Bean
Actress and Writer

“My experience with Say Yes To Profits was amazing! Octavia was very transparent and communicated each step. She made sure to break things down so I'd understand exactly what we were doing and provided knowledge to better prepare me moving forward when it comes to my taxes. My taxes were prepared and filed in a timely & professional manner—all-around A+ customer service. I've recommended her to others, and they've thanked me. I'm grateful for Say Yes To Profits for making my first tax preparer experience one to remember and boast about. I will be a repeat customer”

Dr. Karen Townsend
KTownsend Consulting, LLC

“As a person who "doesn't like numbers," that part of my business was--as they say in the 'hood--A HOT MESS! Say Yes To Profits took a task off my plate that I didn't like and I didn't have the expertise to do. Thanks to Octavia and her team, all my accounts are reconciled, my books are balanced and my taxes are filed! Add to that, I now have a financial plan for my business that will result in recurring monthly income and continued revenue growth! I am so happy to have Octavia as a part of my team and just wanted to share my experience with you.
If you need a dedicated CFO for your business, call Octavia!”

Sharon Cooper
Opulent Elegance

“When COVID19 extended the tax deadline date, I decided that's great and no problem, I will get it done by May 15. Then it was June 15, and alas July 15 was approaching quickly. I completed the information needed to upload to Say Yes To Profits in the early morning hours of July 13. On July 15, my husband and I did the e-sign on our tax paperwork. We have been using Say Yes To Profits for our tax returns since 2016. The professionalism, efficiency, and personal response is what keeps us coming back year after year. I highly recommend Say Yes To Profits and the leadership of the CEO, Octavia Conner.”

Dakiefa Golden
Kidz of Paradise, LLC

“I have used this firm since 2011 and I am happy with their services. They have helped me increase my cash flow, profits and keep my books in order. Octavia and her staff are very responsive and often go above and beyond for my business. They handle our accounting, payroll and provide business consulting services. Each month we receive financial reports and they even explain what they mean and how to use them to further grow. I recommend them for any business owner that is looking to work with an acknowledge, caring accountant.”

How Do You Qualify?

To qualify for SYTP's virtual CFO services, your business must meet the following conditions:

  • Generating 250K in gross annual revenue (before expenses)
  • A service-based business (consultant, coach, attorney, therapists, etc.)
  • Use or not oppose to using QuickBooks Online
  • Desire financial consulting and coaching combined with bookkeeping services

Our virtual CFO service is ideal for current 6-figure service-based entrepreneurs who are ready to scale million-dollar businesses.

Our goal is to help you flourish beyond your expectations. We accomplish this by identifying gaps in your market, business, and finances and customizing a strategic financial plan for you to take full advantage of them.

We also fine-tune your current business and financial strategies while implementing systems and processes to eliminate growth barriers.

This service is not ideal for new business owners.