What is a Power Session?
Welcome to Power Sessions—focused, in-depth meetings tailored to tackle your unique financial challenges and help you reach new milestones.
Bring your specific financial issues to the table, and Shannon will carefully analyze your numbers to create a clear, actionable roadmap for achieving your goals. By the end of your Power Session, you'll walk away with a comprehensive financial snapshot and a set of data-driven steps to guide you toward success.
We go beyond the number to give you the INSIGHTS you need to make decisions and answer questions like:
When can I hire someone?
How much can I pay them?
How much am I actually making per client?
Should I take on credit or investors?
Instead of stressing over taxes and tracking your receipts, what if you actually had someone in your corner talking about the big picture and helping you INCREASE YOUR BUSINESS'S VALUE?
Let's uncover the blind spots in your business and give you the clarity you need to make confident financial decisions.
Introducing
CFO Power Sessions
Private intensives for business owners who crave direction, strategy & results
✓ Create revenue predictability
✓ Scale with confidence
✓ Recover lost
revenue
✓ Gain confidence
and clarity
Who is this for?
Power Sessions are ideal for business owners who are eager to tackle a specific challenge or constraint or ready to make a strategic move and are ready to take decisive action. It’s perfect for those who aren’t quite ready for our full fractional CFO program but still want expert guidance.
We work with both product and service-based businesses, providing support especially when you’re preparing for major decisions like a sale or significant entity changes. For this service, we work with businesses that are generating $250K or more in annual revenue.
Proven Results
Tax Savings
We helped a client save $80,000 in taxes with a strategy we implemented in one Power Session.
Recovered Revenue
In one power session, we created a streamlined collections process to help them collect income 2x as fast.
Profitable Pricing
We reviewed cost of goods, margins and pricing, and with recommendations from the Power Session, drove gross margins up 20%.
Profit Margin Analysis
Realized 90% of customers were only producing 10% of revenue, streamlined offerings & increased profitability.
Results-Driven Programming
A Power Session is like a double espresso shot – providing the financial clarity you’re craving in one quick drink!
You’ll receive a holistic financial review and expert advice on how to move forward to achieve your goals. Here are some of the most common topics discussed during Power Sessions:
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Create detailed budgets & projections that reflect your unique business landscape
Analyze your current financial situation and future goals
Forecast how much cash you'll have on hand over the next 3, 6, or 12 months.
Receive a clear, strategic plan to prepare for potential challenges, or seize growth opportunities
Plan for seasonal fluctuations, major investments, or to stabilize cash flow
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Better understand your profit dynamics with a full examination and analysis of your financial data
Uncover your true profit margins
Optimize your pricing strategies
Control costs more effectively and reduce unnecessary expenses
Identify opportunities to boost your bottom line with enhanced efficiency or increased revenue
Refine your pricing models
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Revitalize your business's financial health to identify and address revenue gaps and opportunities
Assess pricing strategy to optimize for maximum profitability
Examination of top-line issues and revenue leaks through comprehensive financial analysis, contract evaluations, and policy reviews, we’ll uncover areas where you might be leaving money on the table
Guidance to fix these issues and develop additional revenue streams to further boost your earnings
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Compensation planning with detailed budgeting for team expansion
Hiring plan to ensure you bring on board the right people at the right time
Strategic guidance for the next stages of your company's development
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Keep more of what you earn with solid tax strategy
Reduce your tax burden
Turn potential tax liabilities into opportunities for savings
Take advantage of available deductions and credits
Implement the best entity structure for your business
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Position and prepare your business for a successful sale or buyout
Ensure your business is attractive to potential buyers or investors
Realign your entity structure to better align with your sale or buyout goals
Ensure a smooth transition and secure the best possible outcome for your business's future
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Develop clear, actionable goals and establish the right metrics to measure your progress
Identify the key performance indicators (KPIs) and receive clear direction on how to accomplish them
Define what to measure and how to do so effectively, so you can concentrate on achieving those goals and boosting your business’s performance
As the saying goes, “What you don’t measure, you can’t manage”—so we ensure you have the tools to track and manage what truly matters
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Bring us a problem and we will solve it together!
Receive a detailed and insightful look into your financial health
Analyze your financial statements, cash flow, and key performance indicators, to gain a clearer understanding of where your business stands and where it’s headed
Identify strengths, uncover hidden issues, and spot opportunities for improvement
Let’s get you the knowledge you need to optimize your business strategies, enhance profitability, and drive sustainable growth
What to Expect in a Power session
A Power Session can be transformative for your business, providing a detailed and insightful look into its financial health.
Think of it this way – working with Shannon as your dedicated Fractional CFO is like having a full fitness program – a personal trainer helping you with meal plans, workouts, supplementation and nutrition. A Power Session is just what it sounds like – this is a souped-up boot camp workout designed to get you in fighting shape - fast!
Here’s what to expect from start to finish in a Power Session:
Want to go behind the scenes of a Power Session?
Check out this #BTS video from Shannon! As she walks through a sample Power Session, see a sample of the comprehensive financial reporting, the findings from this reporting and hear her actionable insights and more!
Don’t Take it from Us, See What our Clients Have to Say
Commonly Asked Questions
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GREAT question. ROI (return on investment) is a financial topic we feel quite strongly about. Clients have received anywhere from 3-10x ROI from what we discover in our Power Session after implementing the plans we create. This could be in the form of recovered revenue, new revenue streams, tax savings, etc., but will be up to you to implement to achieve.
Shannon is known for her incredible financial analogies and explanations, helping business owners better understand their dollars and cents in Plain English.
After completing a power session you’ll walk away with more than just action items and insights, you’ll have the confidence and clarity to do so- so you can build the business YOU desire.
By the way – as a client of KWYE, you can now tap into Shannon’s extensive network of professionals across all industries that can be the connection you need to get your business to the next level.
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Shannon only opens up a few days per month to do Power Sessions with clients. Allow at least 2 weeks before your Power Session meeting to allow adequate time for Shannon to review your books, develop your strategy and deliver your financial reports.
Spaces are limited to provide enough time to prepare and develop strategy. We aren’t done until we accomplish our objective, so we make sure we can do that.
Please note that Shannon does NOT book Power Sessions during tax season!
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One-time Power Sessions are $4,995, or purchase a package of 4 for $14,995 to meet with Shannon on a quarterly cadence.
If after your first Power Session, you want this to become a regular thing and not just a one-time date, your fee goes toward your first month of CFO services!
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Comprehensive Financial Review by Shannon: A thorough examination of your financials to understand your business inside and out
Customized Financial Snapshot Report: A tailored report that presents a clear and concise overview of your financial situation
Power Session Meeting with Shannon: A dedicated meeting where Shannon will review your financials, discuss findings, and provide personalized guidance and recommendations.
Follow-Up Summary: A follow-up document summarizing key takeaways from the session, including a strategic roadmap outlining specific action items
Ready for your Power Session?
Have questions? Book a free private business consultation to get started.
We will discuss a unique strategy for your session and recommend a focus area.
Need more support?