CFO & Advisory Services
IN THE WORLD OF BUSINESS,
increased PROFITABILITY
AND CASH FLOW ARE
EVERYTHING.
the difference between a frustrating partnership and a fruitful one are in the small, everyday details.
Our CFO & Business Advisory services are tailored for the highly driven service-based entrepreneur. Whether your business is booming, plateaued or hanging on by a thread, you deserve a partner that deeply understands where your gaps and opportunities are right now, and how to guide you to the next level.
A holistic, integrated team approach to your business finances with a team that truly cares about you.
Each of our monthly clients gets a dedicated team of finance professionals, including a business & wealth strategist, CFO, senior accountant, tax advisor, and client success manager. Gone are the days of being a middle-man between your bookkeeper and tax accountant or working with a CPA that doesn’t understand your business, goals, or vision. You’ll have multiple eyes on your finances and taxes, and we’ll be the expert so you don’t have to be.
You work really hard, and yet some days, there doesn’t seem to be much to show for it.
You deserve to reap the benefits of being a business owner.
In fact, we believe that it is possible to run a successful business without ongoing stress around “financial conversations.”
But in order to do that, you need a clear picture of where you stand, to understand your short-term needs, and a long-term vision. You need a strategic plan that elevates your business today.
The metrics and data already exist. It’s the clarity that’s buried in confusion, avoidance or an overly complex financial system.
THE FRAMEWORK BEHIND THE NUMBERS
We don’t just track numbers—we use our proven framework to help you grow profitably, plan with confidence, and build lasting wealth.
1. Financial Infrastructure Reset: You can’t scale on shaky data. We start by cleaning up and restructuring your financials—streamlining accounting & organizing your chart of accounts.
2. Strategic Assessment: We evaluate business and personal finances, cash flow, margins, tax, and entity structure to uncover vulnerabilities and growth opportunities.
3. Strategic Planning & Wealth Mapping: We define key business and personal goals—from owner pay to exit strategy—then create a custom financial plan to hit them with clarity and intention.
4. Real-Time Tracking & Advisory: We track financial performance monthly so you can make smart, aligned decisions. With clear reporting and regular check-ins, you stay confident and in control.
OUR SERVICE TIERS
Private CFO & Advisory
Our Private CFO & Advisory service provides all-hands-on-deck, high-touch point support. Our multi-7 & 8 figure service-based business owner clients are focused on optimizing cash flow and profitability, increasing business value, building teams, and investing to build their personal wealth. They need a more proactive, holistic, and forward-thinking approach to their financial and tax strategy so they can build wealth, lead with more peace, and leave a legacy.
What’s Included
Private Advisory Support
Your Business & Wealth Strategist will quarterback your team, and help you create a long-term strategy to optimize wealth creation. We’ll map out your exit strategy, business and financial goals, and meet quarterly to track your progress.
Financial Planning & Forecasting
Our team will create an annual budget to show you how you can hit your goals in the upcoming year, and will update your forecast through the year to track progress. We’ll also update your cash forecast monthly or weekly to help manage cash flow.
Back Pocket Finance Team
You’ll have 1:1 touchpoints with your team, including monthly calls with your CFO or accounting team to brainstorm and strategize, and 2-4 annual strategy calls with your tax advisor. You’ll also get unlimited email and Slack support in case things come up in between calls.
Monthly or Weekly Accounting
Our team will take care of your bookkeeping and accrual or project accounting. We’ll integrate and automate your accounting system where we can, and make sure your financials are timely and tax-ready.
Financial Reporting
We’ll create customized financial reports and KPIs so you can keep a pulse on your business every week or month. We’ll set up your reporting to give you the insights you need for each offer, location, or business line and make smarter, faster decisions.
Tax Prep, Planning, and Strategy
Our team will file your business and personal income tax returns each year. Feel like you’re behind the 8-ball? We’ll help you strategize on how to pay less in taxes (legally) and keep you on top of payments throughout the year so you can maximize cash flow.
The Profit Suite
The Profit Suite provides elevated support for multi-6 and 7-figure service-based business owners. These clients are focused on expanding their impact, delegating client delivery, creating more margin, and setting up the foundations for wealth. They are ready to level up from reactive accounting services to personalized & proactive support as they scale to $1M and beyond.
What’s Included
Private Advisory Support
You’ll have biannual 1:1 strategy sessions with a dedicated CFO and a live Strategy Hub document that maps out your model for sustainable growth, profits, and owner pay. You’ll also have access to weekly strategy office hours for back pocket support.
Quarterly Financial Reviews
Each quarter, our team will share an overview of your most recent business financial performance, highlighting trends, risks, and action steps to keep you on track to your goals throughout the year.
Wealth Foundations Plan
As your business grows, so should your bank account. With support from your advisor and The High Profit Society community, you’ll implement the cash flow systems and Wealthy CEO Mindset you need to save 5-6 figures each year from your business to build the foundations of wealth.
Integrated Finance Team
Our in-house team works together so you don’t have to be the middle man. You’ll have 1:1 touchpoints with your team, including monthly reports from your senior accountant and biannual strategy calls with your tax advisor. You’ll also get unlimited email support if things come up in between calls.
Monthly Accounting & Reporting
Our team will take care of your bookkeeping and accrual accounting. We’ll integrate and automate your accounting system where we can, and make sure your financials are timely and tax-ready before sending your monthly reporting package.
Tax Prep, Planning, and Strategy
Our team will file your business and personal income tax returns each year. Feel like you’re behind the 8-ball? We’ll help you strategize on how to pay less in taxes (legally) and keep you on top of payments throughout the year so you can maximize cash flow.
Investment
Private CFO & Advisory: $3,000 to $10,000 per month with a one-month onboarding fee; most clients invest $3,500-$6,000 per month, depending on the size and complexity of their business and the level of support and reporting needed.
The Profit Suite: $1,500 to $3,000 per month with a one-month onboarding fee
No long-term contracts (although most of our clients stay for years)
Monthly and weekly payment options available
EACH TIER INCLUDES
FULL ACCESS TO OUR
YOUNG AND CO
client PERKS
INCLUDING THE HIGH
PROFIT SOCIETY™!
ALL YEAR LONG YOU CAN TAKE ADVANTAGE OF OUR CLIENT PERKS AND ADDITIONAL RESOURCES:
BUSINESS AND MONEY TRAININGS
FRAMEWORKS AND TEMPLATES TO HELP YOU GROW YOUR BUSINESS AND WEALTH
MONTHLY GROUP ADVISORY CALLS
AND SUPPORT IN OUR CIRCLE COMMUNITY TO HELP YOU CREATE AND IMPLEMENT YOUR HIGH PROFIT STRATEGY
A COMMUNITY OF GROWTH-MINDED ENTREPRENEURS FOR PEER ACCOUNTABILITY, FEEDBACK, AND SUPPORT
QUARTERLY CEO PLANNING DAYS TO MAP OUT YOUR 90 DAY PROFIT PLAN AND MAKE CONSISTENT PROGRESS TOWARD YOUR GOALS
EACH TIER INCLUDES
FULL ACCESS TO OUR
YOUNG AND CO
client PERKS!
ALL YEAR LONG YOU CAN TAKE ADVANTAGE OF OUR CLIENT PERKS AND ADDITIONAL RESOURCES INSIDE THE HIGH PROFIT SOCIETY™:
BUSINESS AND MONEY TRAININGS
FRAMEWORKS AND TEMPLATES TO HELP YOU GROW YOUR BUSINESS AND WEALTH
MONTHLY GROUP ADVISORY CALLS AND SUPPORT IN OUR CIRCLE COMMUNITY TO HELP YOU CREATE AND IMPLEMENT YOUR HIGH PROFIT STRATEGY
A COMMUNITY OF LIKE-MINDED ENTREPRENEURS FOR PEER ACCOUNTABILITY, FEEDBACK, AND SUPPORT
QUARTERLY CEO PLANNING DAYS TO MAP OUT YOUR 90 DAY PROFIT PLAN AND MAKE CONSISTENT PROGRESS TOWARD YOUR GOALS
HERE’S HOW TO GET STARTED WITH THE YOUNG AND CO CFO & ADVISORY TEAM:
Fill Out Our Profit Clarity
Assessment
This assessment is the first step to working with our team. Fill out our questionnaire by clicking “I’m Ready To Get Started!” below. We’ll gather high-level information about your business, money, and goals, and you’ll upload financial statements for our review.
Schedule Your One-On-One
Review Call
Once you’ve scheduled your Profit Clarity Assessment review call through our Calendly link, we’ll identify what your current business and financial pain points are, discuss your goals and the support needed and clarify which service options suit your business best.
Fill Out Our Profit
Clarity Assessment
This assessment is the first step to working with our team. Fill out our questionnaire by clicking “I’m Ready To Get Started!” below. We’ll gather high-level information about your business, money, and goals, and you’ll upload financial statements for our review.
Schedule Your One-On-One
Review Call
Once you’ve scheduled your Profit Clarity Assessment review call through our Calendly link, we’ll identify what your current business and financial pain points are, discuss your goals and the support needed and clarify which service options suit your business best.
Receive Your Proposal
If we decide that working with our team is your best next step, you’ll receive a custom proposal from our team for CFO and advisory support that you’ll sign and from there, we’ll kick off the onboarding process!
Onboarding!
It’s time to make it official. The onboarding and initial roadmap phase can last from 30-90 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.
RecEIve Your Proposal
If we decide that working with our team is your best next step, you’ll receive a custom proposal from our team for CFO and advisory support that you’ll sign and from there, we’ll kick off the onboarding process!
Onboarding & Roadmap
It’s time to make it official. The onboarding and initial roadmap phase can last from 30-60 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.
I’m ready to get started