Stop making million-dollar decisions on gut feelings.
Your business deserves a CFO who is constantly thinking ahead, not a bookkeeper who shows up after the damage is done.
Every investment in your business feels like a leap of faith instead of a strategic decision.
Your business looks incredible from the outside, but your bank account tells a very different bedtime story.
Right now, your profit margins are playing hide-and-seek while you're winging “the money stuff.” You hate gambling with payroll, but somehow that's exactly what you're doing.
We don’t just crunch numbers, we hand you the playbook.
With our fractional CFO partnership, we make sure your numbers talk to each other so you can finally listen. We design financial systems that support your business empire AND your beach vacation (priorities, people).
And it happens all under one roof—because coordinating five different financial + HR advisors is exhausting and expensive. Financial education comes baked right into all our services, so you're never left decoding spreadsheets or swearing under your breath.
It’s time to graduate from napkin math to actual strategy.
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Analyze your costs, market position, and profit goals to give you the exact pricing formula for every service.
No more “does this sound right?” second guessing your pricing strategy—just data-backed rates that protect your margins.
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Model different hiring scenarios so you know exactly what each option costs and how it impacts your bottom line.
Show you when you can afford that next team member and their true cost to your margins.
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Audit your current wages and benchmark against market rates.
Walk you through structuring raises, bonuses, and new hire salaries so your team stays invested and your margins stay healthy.
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Get weekly cash flow forecasting that shows exactly when you'll have money to invest and when to prepare for tight months.
Receive a fully mapped out 12 month financial projection.
Smooth out the feast-or-famine cycles that keep you awake at night.
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See your current profit margin and learn how to reach the one you want.
Track profitability by project, not just by month to see which clients are making you serious dough.
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Realistic monthly budgets tracked against what actually happens.
No more surprise expenses or mystery money disappearances.
The CFO package offers an elite experience with a friendly flair.
Here’s the three ways you can take advantage of our CFO Services:
Standard CFO
Everything in our bookkeeping package, plus…
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Custom financial dashboard tracking cashflow, profit, and capacity
Scenario planning for hiring your next team member, pricing your offers, and making strategic investments
Owner's pay guidance + profit distributions—so you know exactly how to increase your salary
Team capacity + profitability tracking
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Monthly 1-hour calls with your CFOs LoriAnn + Maddie
Monthly financial reports with recommendations that think 3 steps ahead
Ongoing Slack access to discuss finances
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Hiring support: role scoping, JD review, interview questions, and offer guidance
Organization design + accountability: Organization charts, scorecards, KPIs, ladders
Manager toolkits (feedback scripts, coaching guides, meeting cadences, simplified performance improvement plans)
Performance + culture support (goal setting, pulse surveys, ideas for team recognition)
Payroll/HRIS setup
Starting at $2,500 / month
CFO + Tax Strategy
Everything in our bookkeeping package and standard CFO package plus…
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Quarterly estimated tax calculations
Quarterly tax strategy calls
Owner’s pay analysis (from a tax perspective)
IRS notice support
20% off tax filing fees
Slack support for tax related questions
CFO Intensive
One time investment of $2500
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Complete financial audit and analysis of your current situation
Custom strategy session focused on your biggest pain points (typically cash flow, pricing, or team expansion)
Detailed recommendations report you can reference and implement immediately
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12-month financial roadmap with specific action steps and milestones
Pricing strategy review with profit margin optimization
Team growth planning with hiring timeline and budget requirements
3-month cash flow forecasting to eliminate the feast-or-famine cycles
“I wish I would have started sooner. As entrepreneurs, we feel like we should save money and do it all ourselves but that just hurts our business. Hiring Profit Priority has freed up so much time and allowed me to actually bring in more money.”
- Emily Hendrick, Branch & Vine Photography
Turn your biggest expense into your biggest asset with profitable team planning.
Most businesses run HR and finance like two different companies that happen to share an office. Here's why that's expensive:
Every hire is a financial decision.
That new designer's salary, benefits, and equipment? Your cash flow feels every dollar before your culture does.
Benefits are where heart meets wallet.
HR builds the perks that attract talent. The CFO ensures they don't drain your bank account by December.
Compliance keeps you legal, forecasting keeps you alive.
HR keeps you protected, the CFO keeps you profitable across multiple growth scenarios.
When your CFO strategy includes proactive tax planning, April becomes boring instead of terrifying.
If the thought of taxes makes your stomach drop, you're not alone.
Most business owners treat tax planning like a root canal—something to avoid until it's absolutely necessary and painful.
“We started in the smaller bookkeeping package…when it came time to transition to the CFO package, it was a no-brainer. I knew you guys would be able to handle it all and I am so grateful to have you in my corner.”
-Emma Tessler, Ninety Five Media
If your financial strategy is still “avoid eye contact with spreadsheets,” listen up.
There's a world where your P&L doesn't make you want to stress-eat an entire sleeve of Ritz crackers. All you need is a financial gameplan. Enter: us, with exactly that.
Everything you’re wondering about hiring a CFO
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Your bookkeeper tells you what happened. Your CFO tells you what to do next. Bookkeeping gets your financial house clean. CFO services give you a strategic co-pilot for every “should I or shouldn't I?” decision that keeps you up at night. Our Fractional CFO services always include bookkeeping because you can't build strategy on messy books.
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Absolutely. This is the classic "making money but keeping none of it" mystery we solve constantly. We find where your profit is hiding—whether it's underpricing, unprofitable clients, or death by a thousand small expenses. We don't just identify the leaks, we plug them and show you how to protect your margins as you scale.
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If you're generating $500k+ in revenue and asking “Can I afford to hire someone?, “Should I raise my prices?” or “Which clients actually make me money?”—you're ready for CFO support. CFO services are for when you need strategic guidance and scenario planning, not just clean books. Time to graduate from crossing your fingers to making data-backed decisions.
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Because you're too smart to settle for half the expertise. You get LoriAnn's lived experience of scaling without losing her sanity, plus Maddie's analytical superpowers and tax wizardry. One CFO gives you either vision or technical expertise. Two CFOs give you both—plus double the perspective on next steps for your biz.
Winging it works great until it spectacularly doesn't.
Let’s find those hidden profits so you can stop worrying about cashflow.
Send us a message to get the ball rolling.
We'll dig into what's working, what's driving you crazy, and what you're trying to build—then design the support system that gets you there.
Hand over the headache.
We handle the heavy lifting of getting your books organized and systems integrated—all the stuff that drains you but excites us.
Step into profit priority mode.
Monthly reports with clear action plans, guidance that’s always 3 steps ahead, and strategic support that grows with your business. We think you’re going to like it here.
Your profit margins are playing hard to get.
We'll help you crack their secret code.
Weekly insights that help you stop checking your bank balance 17 times before making business decisions and start making moves like a strategic CEO.
For founders asking “Where did the profit go?”, we find it and make more of it.
With spotless books, sharp forecasts, and year-round guidance that puts more cash in your pocket.
Bookkeeping
Stop drowning in spreadsheet hieroglyphics and mystery money disappearances. Get squeaky-clean books that show you where your money is going so you can turn financial confusion into cold hard cash.
Tax Support
We plan year-round so April surprises become “we already handled that” moments—and you keep more of what you make.
HR Services
Hire like a CEO, not like you're throwing darts at a resume board. Get the systems, compliance, and strategic support that stop team building from being expensive guesswork.
