CFO Power Sessions
Let's uncover the blind spots in your numbers and give you the clarity you need to make confident business decisions.
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What is a CFO Power Session?
CFO Power Sessions are private intensives designed to help you build value in your business by understanding the numbers that matter most. We cover your profitability, cash flow, client acquisition and tax strategies and develop an action plan to scale, raise capital or position yourself to sell your buiness.
You'll walk away with a comprehensive financial snapshot and a set of data-driven steps to guide you toward your current goals.
The Tools You Need To Build a Successful,
High-Value Business
+ I need help!... When can I hire someone? How much can I pay them?
+ I am spending faster than I can sell!...How much am I actually making per client?
+ I need cash!... Should I take on credit or investors?
These are just some of the questions we can help answer in just one session.
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 ENTERPRISE VALUE?
Let's uncover the blind spots in your business and give you the clarity you need to make confident business decisions.
Introducing
CFO Power Sessions
Private Intensives For Business Owners Who Crave Direction, Strategy & Results
Grow & Scale Faster
Create Cash Flow Stability
Recover
Lost Revenue
Shortcut Your Results
Who is a CFO Power Session For?
CFO Power Sessions are ideal for business owners who are eager to tackle a specific challenge or constraint in their business. It’s perfect for those who aren’t quite ready for our full fractional CFO services each month, but still want expert guidance to get through a key decision or stage of business.
We work with both product and service-based businesses, providing support especially when you’re preparing for major decisions like an exit, buyout, or a new venture. Businesses that are generating over $250K in annual revenue or more are able to get the best results from these sessions.
Proven Results
$80,000+ Saved
We helped a client save $80,000+ annually in taxes but implementing an S Corp in a session.
+20% in Profit
We reviewed costs and pricing for a client and re-worked their pricing model to increase margins by 20%.
2x Faster
We created a streamlined collections process to help a client recover their revenue and collect faster.
+30% in Margin
We removed offers that were weighing the business down and grew gross margins by 30%.
Results-Driven Programming
A CFO Power Session is like a double espresso shot for your finances – providing the clarity you’re craving in one quick hit! 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 CFO Power Sessions:
Roadmap to Predictable Cash Flow
Tax Strategy
Profitability Analysis
Prepare Businesses for Exit
Revenue Recovery
Metrics & KPIs
Growth & Expansion Plans
Custom Deep Dives
What to Expect in a CFO Power Session
A CFO Power Session can be transformative for your business, providing a detailed and insightful look into its financial health.
This is your FINANCIAL ROADMAP you can use again and again in your business to prioritize and manage your money effectively.
A CFO Power Session is just what it sounds like – this is a private intensive custom tailored to your business, following our Financial Gateways framework to pinpoint the constraints and specific priorities you should be focusing on.
Here’s what to expect from start to finish in a CFO Power Session:
Plug Us In
Grant access to your QuickBooks Online & provide us some background info.
Schedule Your Session
Two hours live together. We will book more time if needed.
Integrate Your Results
Start using your deliverables to plan and keep more of what you earn.
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 CFO dashboard you get, 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
"I finally feel like I have a holistic financial and tax strategy that I understand."
I was doing most of the right things financially in my business, but I never totally understood why I was doing them, or how everything related. Shannon not only answered all of my questions, but she explained strategies, decisions and tax issues in a way that finally made sense to me. I finally feel like I have a holistic financial and tax strategy I understand.
Lindsey, Power Session Client
"A CPA that finally spoke my language! Shannon will save you time, energy, and money."
Shannon lifted a ton of bricks off my shoulders with her ability to teach tedious tactics, her patience, humor, and generosity with her knowledge and time. I regret not finding her sooner. She explains information in an understandable way, something no other accountant has done. If you're struggling with numbers and bookkeeping, hire Shannon. She'll save you time, energy, and money.
Della, Power Session Client
Commonly Asked Questions
What type of results should I expect?
What is Shannon’s availability?
What is included? What deliverables should I expect?
What is the investment?
Have Questions?
Your consult is totally free and we can discuss and decide whether this is what your business needs.
LET'S CHATMore Services
Need more support than what a CFO Power Session offers?
Fractional CFO services might be for you.
FRACTIONAL CFOIs a Power Session more than what you need right now?
Check out CFO on Demand, our low-cost ongoing support option.
CFO ON DEMAND