High Touch Done-For-You CFO Services

Let’s be real. Money isn’t a problem for you.

Your business is thriving.

You simply do not have the time nor do you have the desire to do your own bookkeeping. At this season in your business, you already have a few people on your team and your business is operating seamlessly.

Every business needs a CFO. In the early stages, you are the CFO, but as your business grows, you want this done for you by an expert.

And now it’s time for you to have this.

As a successful business owner, you understand that in order for you to continue scaling your business, to be even more profitable, pay less taxes, and create powerful sales goals, your numbers are important.

Having a CFO for your business provides you with a decision making partner. In every empire, the CFO is one of the CEOs most important consultants.

As a successful business owner, you also understand the value of outsourcing. You can’t build a 7 figure business on your own—and you don’t even want to. You can always get more money but you can never get more time, and you value your time like no other. At this point in your business it no longer makes sense for you to do it all, and having qualified people on your team is essential for you to bring your business into its next season. You’re constantly evolving and so is your business and it’s time to bring a professional CFO on your team.

Having the right CFO in place means you’ll now have a massive amount of clarity into the health of your company without having to lift a finger.

You’ll have powerful clarity into the future of your cashflow, allowing you to make major money moves with so much ease and alignment.

you’ll also get to be strategic with taxes, leading to a reduced tax liability.

You get to trim the fat and only focus on expenses that give you significant roi–say goodbye to wasteful spending.

And You get to have this done for you.

You get your finances perfectly organized in a way that makes sense to you in a timely manner every single month so that you can be the ceo and make high level strategic decisions for the direction and success of your company.

Your Monthly CFO services include:

Monthly Bookkeeping
Done-For-You In Depth Analysis Of Your Profit & Loss Statements
Quarterly Tax Filings
Tax Planning
Forecasting + Budgeting
Consulting On Growth Objectives
Unlimited Consulting
Bonus Services As Applicable (Payroll Processing, Cash Flow Updates, Weekly Sales Updates, and more)

Every month, I provide you with an accounting package that has several versions of your profit & loss statement, balance sheet, and in depth analysis that includes visuals like graphs, key performance indicators that are important to you, and I explain everything in an easy to understand way so that you can then take this information and make decisions for the growth of your business.

When you have this level of clarity around your finances, you make better decisions, you stop wasting money, you create more intentional sales goals, and most importantly, you get to have all of this without doing anything.

Taking this off your plate provides you with an immense sense of relief and confidence allowing you to put your energy towards what you actually enjoy doing in your business and outside of your business.

This means more time for your clients.

More time for your family, your friends, for your passions.

More time & money for trips, luxuries, gifts.

Ultimately, having your bookkeeping done professionally gives you more time and money so you can be the best version of YOU.

But you can’t have this done by just anyone

Having someone handle your money who is not qualified can seriously screw your business. You might pay more in taxes, you could lose money, lose sales, become more frustrated, more stressed, feel defeated, and you still won’t know what your numbers actually mean. At this stage in your life, you’re not available for anything that wastes your time, your money, and you’re especially not available for anything that drains your energy. Hiring a bookkeeper who is not qualified or who provides mediocre data entry services is not for you.

You know that every business has an accountant. You know it’s important. And it’s also pretty overwhelming to find the right one. This is YOUR MONEY we’re talking about. You need someone who not only does the bookkeeping, but most importantly—tells you what your numbers mean, consults you on tax strategy, helps you with forecasting. Someone who actually provides real value, not just pops out a profit and loss statement that you don’t have the time to make sense of.

You need someone qualified to work with you at your level.

So am I qualified, you wonder?

I’m Alexis and I’m a Certified Public Accountant. What this means is that I’m an expert on money. I have a Bachelor’s Degree in Accounting as well as a Master’s Degree in Accounting. I also studied and took 4 separate 4-hour exams to obtain the CPA designation. In addition to that, I am required to obtain over 80 hours of continuing education every year. I am very well educated with how money works, but more importantly–how to translate this into useful information for business owners.

Over the last 12 years, I’ve worked with multi-million dollar business owners to setup their bookkeeping processes from scratch, create tax saving strategies, and provide them with the information they need to be able to make decisions about the future of their business—and I’m able to provide it in a way that actually makes sense. What good is your bookkeeping if you hate looking at it and if it doesn’t help you make decisions?

The actual definition of accounting is to provide information that is useful in making decisions about your resources. Your two most important resources are your time and your money. When your bookkeeping is done professionally and when you have a money expert at your side helping you with decisions, you get to improve how you spend your time and your money.

I’m also a self-proclaimed spiritual badass. Yes, you need to have the structure and systems in place–all the practical things (I am an earth sign after all), but what’s just as important is how these systems make you feel.

I’ve been able to alchemize accounting and intertwine both the spiritual and the practical to guide you towards greater financial literacy in business so that you feel empowered. I understand that it’s not just the practical things that make a business thrive. It’s also the mindset, the vibe, and the intuitive hits that are equally, if not more, vital to the success of your company. I use astrology, human design, tarot, divination, etc. in my own business and life, and I’ve integrated these spiritual aspects into the CFO services that I provide so that you’re always getting conscious consulting in addition to having the practical aspect done for you.

At this point in your business, you deserve a badass CFO who not only does your bookkeeping, but actually makes your numbers make sense and helps you to feel educated and empowered with your financial strategy.

About Alexis

Alexis is a CPA, the founder of Pink Moon Financial, LLC. She is dedicated to helping fast-growing businesses as well as startups to maximize their business profits. Using easy to understand methods, Alexis has helped women gain confidence in their business finances and has helped them scale to the next level. She provides comprehensive trainings and setup services for startups to be able to maintain their own accounting easily, and provides fast growing companies with complete outsourced solutions so they can focus on what they do best. Through her training and services, she saves entrepreneurs tons of time, money, and stress.