Virtual CFO Services For


  • Are ready to make sense of your numbers and use this critical information to scale to seven figures?
  • Are you experiencing money leaks, cash flow problems and tax challenges that are keeping you up at night?
  • Are you ready to go from feast to famine and have more money than you ever thought possible?
  • Are your bookkeeping records giving you the blues and you're ready to get them in order?
If you answered yes to any of the above, get expert financial insight and strategy to accelerate your growth plans by hiring Say Yes To Profits as your virtual CFO.

The Benefits of Hiring SYTP as Your Virtual CFO

We’ve built a track record of helping clients grow between 30% and 350% within a year and saving them over 60% in tax liabilities. 


virtual cfo services

We help you leverage the numbers on your financials to scale faster and more consistently.


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

Consistent Increase

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

Additional Benefits To Work With SYTP

  • You learn new ways to shift your business model and scale up 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...
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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 package that best fit your needs. 

Apply Today!

Say Yes To Profits 

Virtual CFO Services

For Consultants, Coaches & Service-Based Entrepreneurs


All virtual CFO packages include:

  • Annual Strategic Planning Session
  • Private Financial Accountability Meetings
  • Weekly Bookkeeping & Designated Bookkeeper
  • Month-End Closing & Reconciliations
  • Advanced Financial Reporting & KPI Monitoring
  • Rolling Forecast & Budget Analysis
  • Customize Financial Dashboard
  • Annual Tax Planning & Preparation
  • Monthly Group Money Talk Calls
  • and much more!

On average, our clients grow between 30% and 350% within 12-month and save over 60% in business taxes.

We help you grow a more profitable and predictable business in less time than you thought possible. 

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 6-figures 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
Apply Today!

The Profitable Million-Dollar Roadmap 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 customize a strategic 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.