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

We have consistently upheld a proven record of helping 90% of our clients achieve a 50% annual increase in both cash flow and profit, while also attaining an average tax savings of 55%.

Our hands-on, done-for-you CFO services provide financial intelligence at your fingertips. We develop the strategy, systems, and solutions that will propel your business forward faster. Combined with bookkeeping, taxes, and unlimited financial support, you and your business are equipped and empowered to build generational wealth.

Here's What You Gain When You Hire Us.

We equip our clients to grow predictable, profitable businesses in less time.

You’ve built a successful business, something to be proud of. Your revenue is growing, and so is your team.

But sometimes, cash seems few and far between.

You’ve tried different things, but getting and remaining on the right side of your cash flow seems never to last.

Your current bookkeeper or tax professional hasn’t been much help, so you add figuring out your financial problems to your ever-growing plate.

And let’s not mention the paralyzing fear you feel about upcoming taxes.

You are experiencing severe growing pains that are causing you to feel stuck and stressed. You desire a strategic profit plan coupled with a sold financial management system and support so that you can begin to operate as a CEO should.

You are also aware that to accelerate to the next level, you need an intentional, strategic, experienced financial partner who understands every moving part of your growing business and can help you proactively manage, scale, and sustain effectively.

Introducing Say Yes To Profits CFO Services

For Service-Based Businesses
Earning $250K Plus In Annual Gross Revenue.

Annual Profit Plan
Company-wide KPIs
Monthly Financial Strategy Session
12-Month Cash Flow Forecasting
Secure Client Financial Portal
Annual Tax Plan/Projections
Daily Bookkeeping Update
Month-End Closing
Customized Financial Statements
Bill Pay Processing (Accounts Payable)
Client Invoicing (Accounts Receivables)
Payroll & Contractor Management
Designated 3-Person Accounting Team
Unlimited CFO Support

With our CFO services, you will finally become the CEO of your dreams! Our team will manage the day-to-day financial operations of your business and proactively provide tax-saving techniques and strategic, customized CFO advisor support.

It’s time to stop sacrificing your family, health, and happiness and regain your time by achieving a work-life balance. You can only accomplish this when your financial house is in order. With our full-service CFO support, no longer will you experience stress, struggle, and burnout.

We will eliminate all your financial worries and place you on the path to building a profitable million-dollar and beyond business.

Benefits Of Working With SYTP

You learn new ways to improve 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...

“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.”

“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”

“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.

“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.”

“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 Concierges CFO services, your business must meet the following conditions:

Generating 250K plus 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 Concierges CFO service is ideal for businesses earning multi-six-figures plus in annual gross revenue.

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 businesses that have not crossed the six-figure mark.

We have consistently upheld a proven record of helping 90% of our clients achieve a 50% annual increase in both cash flow and profit, while also attaining an average tax savings of 55%.

Here's What You Gain When You Hire Us.

Clarity

Control

Consistent Increase

We equip our clients to grow predictable, profitable businesses in less time.

Introducing Say Yes To Profits CFO Services

For Service-Based Businesses
Earning $250K Plus In Annual Gross Revenue.

Concierges CFO Services

With our CFO services, you will finally become the CEO of your dreams! Our team will manage the day-to-day financial operations of your business and proactively provide tax-saving techniques and strategic, customized CFO advisor support.

Benefits Of Working With SYTP

and much more...

How Do You Qualify?

Address

Quick Links

Follow Us

We have consistently upheld a proven record of helping 90% of our clients achieve a 50% annual increase in both cash flow and profit, while also attaining an average tax savings of 55%.

Here's What You Gain When You Hire Us.

Clarity

Control

Consistent Increase

We equip our clients to grow predictable, profitable businesses in less time.

Introducing Say Yes To Profits CFO Services

For Service-Based Businesses Earning $250K Plus In Annual Gross Revenue.

Concierges CFO Services

With our CFO services, you will finally become the CEO of your dreams! Our team will manage the day-to-day financial operations of your business and proactively provide tax-saving techniques and strategic, customized CFO advisor support.

Benefits Of Working With SYTP

and much more...

How Do You Qualify?

Address

Quick Links

Follow Us

For Service-Based Businesses
Earning $250K Plus In Annual Gross Revenue.