You will get The CEO Finance Advantage 6-week intensive to improve profits by 20%
Project details
Are you a marketing agency or coaching firm generating $1M+ in revenue but struggling with thin margins, unpredictable cash flow, or messy financials?
Through my proven 6-week system—The CEO Finance Advantage™—I help you gain financial clarity, take control of cash flow, and walk away with a profit plan designed to increase your annual margins by at least 20% within 90 days.
Here’s what you can expect:
A custom KPI dashboard showing exactly where your money is going.
Cash flow forecasting so you can hire and invest with confidence.
Profit leak analysis to uncover hidden savings and boost margins.
A clear financial roadmap for scaling without chaos.
Unlike a bookkeeper or CPA who looks backward, I serve as your fractional CFO—helping you make forward-looking, CEO-level decisions that grow profit, not just revenue.
Guaranteed: If you don’t walk away with a 20% profit improvement plan in 90 days, I’ll continue working with you at no additional cost until you do.
Let’s transform your numbers into clarity, profit, and freedom to scale.
Through my proven 6-week system—The CEO Finance Advantage™—I help you gain financial clarity, take control of cash flow, and walk away with a profit plan designed to increase your annual margins by at least 20% within 90 days.
Here’s what you can expect:
A custom KPI dashboard showing exactly where your money is going.
Cash flow forecasting so you can hire and invest with confidence.
Profit leak analysis to uncover hidden savings and boost margins.
A clear financial roadmap for scaling without chaos.
Unlike a bookkeeper or CPA who looks backward, I serve as your fractional CFO—helping you make forward-looking, CEO-level decisions that grow profit, not just revenue.
Guaranteed: If you don’t walk away with a 20% profit improvement plan in 90 days, I’ll continue working with you at no additional cost until you do.
Let’s transform your numbers into clarity, profit, and freedom to scale.
Industry
Business Services & Consulting, Financial ServicesTarget Country
United StatesWhat's included $9,800
These options are included with the project scope.
$9,800
- Delivery Time 45 days
Optional add-ons
You can add these on the next page.
Ongoing CFO Maintenance
(+ 1 Day)
+$3,000Frequently asked questions
About James
CFO & CEO Consultant | QuickBooks ProAdvisor | Scaled 6 M+ Firms
Denison, United States - 12:28 pm local time
📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔
𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐜𝐚𝐥𝐢𝐧𝐠 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬
• Proven methods to grow your company’s revenue and operational efficiency, backed by experience scaling firms to $6M+ annually.
𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 & 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩
• Expert QuickBooks ProAdvisor services, including system rebuilds, integrations, and mergers, to streamline your financial management.
𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 & 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠
• CEO-level insights to improve both financial processes and overall business operations for sustainable growth.
• CFO-level insights to improve financial management and strategy to improve profit margins.
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🌟🌟🌟🌟🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟🌟🌟🌟🌟
❝His strategic insights helped scale our revenue beyond $6 million in just a few years, transforming our financial operations completely.❞
– CEO, Anderson Network Inc.
❝Rebuilding and merging accounting systems with his expertise made our complex acquisitions seamless and efficient.❞
– CFO, Confidential Medical Group
❝The lead generation system he implemented delivered consistent growth, producing over 50 leads monthly and securing new contracts regularly.❞
– Managing Broker, RE/MAX Firm
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🎖 IBM Blockchain Essentials
📊 Advanced QuickBooks Online ProAdvisor
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➤ 𝗟𝗘𝗧'𝗦 𝗦𝗖𝗔𝗟𝗘 𝗬𝗢𝗨𝗥 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦
Ready to optimize your financial systems? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 for a free consultation and tailored growth strategy.
I typically respond within 6 hours and am eager to help your business thrive.
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🛠️ 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐓𝐨𝐨𝐥𝐬
• Intuit QuickBooks
• Advanced QuickBooks Online ProAdvisor
𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 & 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐤𝐢𝐥𝐥𝐬
• Financial Accounting
• Management Accounting
• Accounting Advisory
• Finance & Accounting
𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 & 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭
• Management Development
• Management Skills
• Management Consulting
• People Management
𝐏𝐫𝐨𝐛𝐥𝐞𝐦 𝐒𝐨𝐥𝐯𝐢𝐧𝐠 & 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲
• Problem Solving
• Innovation Strategy
𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 & 𝐃𝐚𝐭𝐚 𝐓𝐨𝐨𝐥𝐬
• Microsoft Excel
CFO Consultant, CEO Consultant, QuickBooks ProAdvisor, Business Scaling, Financial Accounting, Lead Generation Automation, Management Consulting, Accounting Systems Integration, Financial Management, Sales Automation
Steps for completing your project
After purchasing the project, send requirements so James can start the project.
Delivery time starts when James receives requirements from you.
James works on your project following the steps below.
Revisions may occur after the delivery date.
Week 1 Meeting - Foundation and Profit Analysis
Main Topic: Establishing a Financial Baseline for Profit Growth Objective: Understand the current financial health and set clear goals for profitability.
Week 2 - Cash Flow Management
Main Topic: Mastering Cash Flow for Agency Stability Objective: Improve cash flow management to ensure consistent business operations.