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with a CFO intensive

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Why does Dealing with my numbers feel So Hard?

"I just want someone to tell me what to do!"

It feels like a dirty little secret, doesn’t it? Your business is doing well. You’re getting paid and building a business you love.

But every now and then, you get an unsettling reminder that maybe — just maybe — your financial house isn’t quite in order. You’re not sure what to do about it, and you just wish there was someone who could just tell you what to do next.

But it seems like every time you take a deep breath and try to get started, you get sucked down a wormhole of financial jargon, spreadsheet overload, and books that you’re supposed to read. 

The world of business finance was built by - and for - finance nerds, spreadsheet geeks, and accounting enthusiasts. Not for business owners like you.

If it feels confusing, that’s because it’s designed to. It’s a feature of the system, not a bug. That’s why every business finance book you read (if you bother) feels like an accounting textbook. And every “Top 10 tips for business finance” blog post is full of jargon and strategies that you’d only understand if you had an accounting degree. 

In your business, this might look like:

  • Your business’ financial data is contained in a P&L that your bookkeeper sends you every month (that you file promptly in the dumpster)
  • You’re getting paid, but after you save for taxes, you have no idea what to do with the rest of it
  • You want to hire, but you're not sure if you can afford to or not.
  • Your service and product pricing is based on numbers that may or may not have come directly from your own butt
  • Your cash flow strategy is basically just crossing your fingers and hoping you’re good to go.

But Business finance  isn't rocket science.
And it shouldn't feel like it is.

"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers,"
Pia Silva
Speaker, Author, Founder of Worstofall Design
" Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."
Margo Aaron
Founder, Brainstorm Road & That Seems Important
"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me. "
Tamara Kemper
Founder, The Process Mavens

Why work with a CFO?

While a bookkeeper will mostly handle getting data entered into your financial system day to day, and your tax accountant will handle your taxes, your CFO is the person who can dig into the details of your business and help you interpret and understand what your numbers are saying, so you know exactly what action to take to grow your business.
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In reality, you can’t afford not to have a CFO, you probably just don’t need a full-time one. You need a virtual CFO on demand - someone who can come in every once in a while to help you troubleshoot your business finances, with a focus on profitability and efficiency.

  • Understand your Numbers (and your financial reports)

    Not sure what those financial reports you get every month really mean?
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    Your CFO is the person who can help you understand what story the numbers are telling you. My job as an outsourced CFO is to take the seemingly complex, incomprehensible slew of numbers and spreadsheets and make them simple to understand and execute on.
    No jargon, textbooks, or MBAs required.

  • Grow your margins

    Calm businesses are designed to have room in the margins.

    Financial margins, capacity margins, emotional margins, margin for error.

    A CFO can help you examine, understand and grow your margins, so you can hire new team members, plan for sabbaticals, pay yourself (and your team) more or build a cash cushion.

  • Take Control & Make Decisions Confidently

    When you aren't quite sure what's going on with your numbers, or you don't feel confident about your finances, it's hard to make decisions about what to do next.

    Working with the right CFO means having a strategic partner to help you see around the next corner, so you can make confident decisions about what to do next - and you can feel more in control.
Let's Chat to see if it's a good fit

How The CFO INTENSIVE works

Here's what you need to know.
1
Dig into the details

Before the intensive, you’ll fill out a questionnaire that tells me about you and your business - your goals, what’s working, and what’s not.

That way, we spend our time together solving problems, not wasting time going over the basics.

2
Work Together

We’ll spend two hours together on a private video call, troubleshooting what’s not working, and building solutions that are designed to help you understand exactly what you need to do next to grow your business from a place of purpose, not panic.

You leave with a prioritized action plan for what do to next.

3
Take Action

For two weeks, post-intensive, I’ll be here to support you as you implement the plan.

Ask all the questions you need.

Need a resource or a tool? I’ll provide it.

If you get stuck or overwhelmed, we’ll work through it together.

While my long-term clients invest between $30k and $50k for me to help them tackle their finances and operations strategy, you won’t spend nearly as much to get the same experience when you sign up for an intensive.

$3750

Let's Do It
"For years, I've been stuck in that infamous online entrepreneur conundrum where I'm great at making money, but I'm not great at taking care of my money.

My idea of "budgeting" was checking my bank account to make sure I had enough cash for a given item. Also: it didn't help that I'd break out into hives any time anyone so much as mentioned a spreadsheet.

‍But now, I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun.

Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."
Hillary Weiss
Creative Director & Positioning Coach

Why work with me?

Short Version

I have over a decade of experience as a CFO, COO, and software consultant for high-growth companies and I'm on a mission to help founders build sustainable, calm businesses that punch above their weight.
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I don’t just know numbers, I know how to build a lean, automated business that feels calmer, puts you back in the drivers seat, and gets you the numbers you want to see.

My Philosophy

Calm, sustainable, profitable businesses don't happen by accident. They're designed that way.
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I focus on helping businesses get clear on their numbers and truly understand their inner workings at a deeper level so they can make decisions from a place of intention and purpose, instead of panic.
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Most people will just tell you to “hire more” or “use [insert random-piece-of-software-you’ve-never-heard-before-that-doesn’t-integrate-with-anything-you-currently-use]”, but I believe in finding better ways to manage and run your company -- not just hiring more hands to help juggle the pieces.
Common Questions About CFO Consulting Services

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