The CFO Mom | Small Business Financial Clarity for Women
THE
CFO MOM

Done-For-You Financial Clarity

For women who are tired of making money and still feeling behind. No weekly calls to plan your life around, no homework. Just a clear answer about where your money is actually going.

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How It Works

Clarity happens in three steps.

No curriculum to keep up with, no weekly homework to plan around. Just a clear, short path from confused to clear.

$397
To get your first real answer
30
Minutes a month on your call
0
Software you have to learn yourself
1

Take the Checklist

Five minutes, five questions. See exactly where you stand today, no login or spreadsheet required.

2

Book Your Audit

We go through your real numbers and hand you a plain-language report on what's actually happening in your business.

3

Move Into the Retainer

Ongoing, done-for-you bookkeeping plus a monthly call, so you always know where things stand.

No weekly calls to plan your life around. No curriculum. We do the work.

What's Included

Everything the retainer covers.

One flat monthly relationship. No add-ons to figure out, no upsells mid-month.

Monthly Bookkeeping

Every transaction categorized and reconciled, so your books are always current.

Money Clarity Dashboard

A plain-language look at your numbers, updated every month. No jargon.

Monthly Money Date

30 minutes, just you and your numbers, no jargon and no judgment.

Quarterly Tax Check

A heads-up on what to set aside, so tax time never blindsides you.

Quick Access Between Calls

Questions don't wait a month for an answer.

The Offer

Straightforward pricing. Real clarity.

Start with the audit if you want to see what we find first, or move straight into the retainer if you're ready.

One-Time Audit

$397

Single session · report in about a week

  • A full look at your last 2-3 months of numbers
  • A plain-language report: real profit margin, where money's leaking, 3 fixes
  • One call to walk through what we found
  • Credit toward your first month if you join the retainer
Book Your Audit
Monthly Retainer

From $1,200

Per month · cancel anytime

  • Monthly bookkeeping and transaction categorization
  • Your Money Clarity Dashboard, updated every month
  • A monthly call to go over your numbers together
  • A quarterly tax-readiness check
Learn More

Who This Is For

You're making money. You still feel behind.

  • you don't actually know your profit margin
  • you're not paying yourself on any kind of schedule
  • your books are a mess behind the scenes

We're going to fix it, quietly and without judgment. Not by teaching you bookkeeping. By handling it.

Ready When You Are

Start with the free checklist. See where you actually stand.