D O E S T H I S S O U N D L I K E Y O U ? 👀
your books are done. but you are still making decisions in the dark 🫣
→ you have monthly numbers but you have no idea what they are actually telling you
→ you're growing and it's exciting and also f*cking terrifying
→ you want to make a big move but you can't tell if your cash flow actually supports it
→ tax season still sneaks up on you even though someone is supposedly handling it
→ you want a real strategic conversation, not just a report dropped into your inbox
the books are the foundation, this is what you build on top of it 🤩
E V E R Y T H I N G I N M O N T H L Y B O O K S , P L U S :
the strategic layer 🧠
📊
all of Monthly Books included from filings to reconciliation
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quarterly 60-minute CFO strategy calls
🔎
deep CFO insights so you aren't left with questions
📂
access to a secure bookkeeping client portal
📈
monthly Loom breakdown, in plain gayCFO language
🧑🏻💻
customized strategy & profit plan implementation
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private 1:1 access to me, for those one-off questions
but why do i need a cfo? 🤷🏻♂️
Y O U ' L L S T O P 🫣
→ reading reports without knowing what they mean
→ making gut-feel decisions without data
→ treating bookkeeping like a year-end service
→ missing trends until they become actual problems
Y O U ' L L S T A R T 🤩
→ getting actionable insights you can use, monthly
→ making moves with financial context behind them
→ having a real partner watching your numbers
→ planning quarters instead of just surviving them
this is what your month could look like 💁🏻♂️
✔ T H I S I S F O R Y O U I F Y O U :
→ are ready for the next level. period.
→ want to understand your numbers, not just receive them
→ are making big decisions & want data to back them up
→ are looking for a real strategic partner, not just a bookkeeper
✗ T H I S I S N ' T F O R Y O U I F Y O U :
→ aren't consistently on top of your bookkeeping yet
→ want done-for-you only with no strategy (monthly books)
→ aren't ready to engage with your financial insights
→ want to micromanage every recommendation
''
parker is not only a gem of a human being, but also so helpful with money and making sense of money.
he talked to me about finance in simple terms that made sense to me (a very financially illiterate gal) and kept things simple.
K A T E | S E R V I C E P R O V I D E R
T H E I N V E S T M E N T 💸
what it costs
starting at $1,000/month
everything in Monthly Books · monthly written CFO insights · monthly Loom walkthrough · quarterly strategy calls · 1:1 q&a channel · exact pricing quoted after intake
start making money, and actually keeping it.
this is the next level, are you coming?
ready for a books AND a strategy partner?
fill out the form below and i will be in touch within 2 business days. no commitment yet, just a conversation! 🫶🏻