You’ve Built a Thriving Business, Now It’s Time to Scale Profitably!
You’ve poured everything into growing your company, from late nights, early mornings, and countless sacrifices to bring your vision to life.
But when it comes to managing your finances, it can feel like an uphill battle. Decoding spreadsheets, tracking cash flow, and navigating tax complexities shouldn’t leave you overwhelmed. That’s where we step in.
At Say Yes To Profits®, we turn financial confusion into clarity and visibility for established service-based businesses that are ready to scale.
Our approach isn’t just about crunching numbers, it’s about you. Your goals. Your growth. Your profits.
With over 20 years of financial expertise and a proven track record of helping women-led businesses thrive, we equip you with the tools, strategies, and insights to take control of your finances and scale with confidence.
From maximizing cash flow and increasing profit margins to minimizing tax liabilities and creating a roadmap for sustainable growth, we help you reclaim your time, peace of mind, and financial power.
If your revenue isn’t translating into the financial freedom you deserve, let us show you how to scale with clarity, control, confidence, and cash flow.
Common Financial Challenges We Solve
Every business faces hurdles on the road to growth.
Do these sound familiar?
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Cash Flow Crunches
Struggling to keep cash flowing consistently and predictably.
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Unclear Financial Health
Not knowing where your business stands financially.
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Tax Overpayments
Paying more taxes than necessary due to lack of strategy.
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Profitability Issues:
Revenue is growing, but profits aren’t keeping pace.
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Limited Financial Forecasting
Operating without a clear, actionable roadmap for the future.
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Missed Opportunities
Lacking the time or expertise to identify and act on growth opportunities.
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Overwhelming Financial Tasks
Feeling buried under bookkeeping, reports, and strategy decisions.
OUR VIRTUAL CFO SERVICES INCLUDE
Financial Reporting
We help you achieve financial clarity by providing actionable insights and tailored financial reporting that give you a clear understanding of your business’s financial health. With monthly financial statement reviews, customized dashboards featuring key performance indicators (KPIs) and metrics, and expert budget preparation and management, you’ll have the tools and guidance needed to make confident, data-driven decisions. Our comprehensive approach ensures you can identify opportunities, address challenges, and drive your business toward sustainable growth with clarity and confidence.
Cash Flow Forecasting
We transform cash flow struggles into smooth, predictable cycles through proactive cash flow management tailored to your business. With weekly cash flow forecasting, we provide a clear view of your financial future, helping you stay ahead of potential challenges. Our customized cash flow solutions and strategies are designed to reduce expenses, improve working capital, and enhance financial stability. By implementing working capital improvement strategies, we ensure your business maintains the liquidity needed to operate efficiently, seize opportunities, and achieve sustainable growth with confidence.
Tax Strategy
We help you stop overpaying in taxes by creating tailored strategies designed to minimize your tax liabilities legally. Through annual and quarterly tax planning sessions, we proactively identify opportunities to reduce your tax burden while keeping you fully compliant. Our expert team provides hands-on support to implement these strategies seamlessly, ensuring they align with your business goals. With our guidance, you’ll maximize savings, protect your profits, and gain peace of mind knowing your taxes are managed efficiently and effectively.
Executive Leadership
We redefine financial leadership for businesses ready to scale strategically and sustainably. Our Virtual CFO services go beyond the numbers. We partner with you to transform financial uncertainty into clarity, empowering you to make informed decisions with confidence. We provide you with financial scenario planning to evaluate growth opportunities.
Strategic Financial Roadmap
We help you set your business up for long-term success with a clear, customized financial strategy through our Strategic Financial Roadmap services. Our strategic financial planning sessions provide the framework for achieving your goals, while forecasting for scalable growth ensures your business is prepared for future opportunities. To keep you on track, we host quarterly "Red Flag" meetings to identify risks, address challenges, and fine-tune your strategies. With our roadmap, you’ll have the confidence and clarity to navigate your financial journey and achieve sustainable, profitable growth.
Bookkeeping
We believe managing finances doesn’t have to be overwhelming. Our bookkeeping services simplify and streamline your processes, allowing you to focus on what matters most—growing your business. We implement efficient financial systems for accurate bookkeeping and reporting, automate recurring tasks to save time and reduce errors, and provide dedicated support to tackle complex financial decisions with ease. With our expert guidance, your finances stay organized and stress-free, giving you the confidence to drive your business forward.
CFO Strategy Sessions
Partner with a dedicated CFO for monthly one-hour strategy sessions where we assess your business's financial health, review performance, and develop custom strategies to drive growth, boost profitability, and achieve your goals with confidence.
KPI Dashboard
Track your progress in real time with a customized CFO dashboard. Monitor your Powerful 5 KPIs daily, compare performance against benchmarks, and make data-driven decisions to keep your business on track for success.
Unlimited CFO Support
You gain a dedicated financial partner committed to your success. Whether you need real-time advice, strategic insights, or a sounding board for big decisions, we’re here to provide the expertise and clarity you need. Our on-demand support ensures you have access to tailored solutions and proactive guidance, empowering you to navigate challenges, seize opportunities, and keep your business on track for consistent profitability and growth.
Schedule your FREE Discovery Session today and discover how our Virtual CFO services can transform your business.
During this session, we’ll discuss your current financial challenges, identify areas of opportunity, and outline a clear path to achieving your goals.
Our Virtual CFO Services Drive Profitability and Growth Through the Proven
Say Yes To Profits® Pillars.
WE EQUIP YOU TO GROW A PREDICTABLE, PROFITABLE BUSINESS IN LESS TIME.
These pillars have been instrumental in helping our clients maximize cash flow and profits between 30% and 350% within 12 months while minimizing taxes by 55% or more.
Clarity
Gain absolute transparency into your finances, uncovering hidden insights that empower you to make bold, informed decisions for unstoppable growth.
Concept
Transform financial clarity into a strategic roadmap, where every goal aligns with a purpose, guiding your business confidently toward success.
Control
Establish unwavering financial discipline through tailored systems that bring stability, keep your cash flowing smoothly, and protect against unexpected challenges.
Cash Flow
Master cash flow with proactive management, ensuring liquidity that empowers your business to grow, adapt, and seize new opportunities without hesitation.
Confidence
Build a rock-solid financial foundation with advanced tax strategies that maximize profits, instill decision-making confidence, and drive sustainable, long-term success.
As a established business owner, you know the importance of having a solid financial foundation for your business. That's where a Virtual CFO like Say Yes To Profits® comes in. Our Virtual CFO Services are designed for establishing service-based businesses earning multi six- or seven-figures in annual gross revenue.
We understand your unique financial challenges, and they have more to do with than just revenue. We become your financial strategist, your numbers guru, and your profit partner! We're here to help you develop a clear financial roadmap that aligns with your business goals. Whether it's gaining financial clarity, building wealth, or maximizing profits, we've got you covered.
Think of us as your trusted advisor, helping you make informed decisions and navigate the complexities of business finance. We'll work closely with you to analyze your financial data, identify growth opportunities, and optimize your financial operations.
Our goal? To empower you to confidently say "YES" to profits and take your business to new heights.
With us by your side, you can rest assured, knowing that your financial future is in good hands. Let's work together to turn your entrepreneurial dreams into reality.
“I just want to thank Octavia Conner for working with the South Fulton Chamber of Commerce and in guiding us on how to be more organized and knowledgeable about finances. Her guidance has helped us to keep more accurate and complete financials for the chamber.
Since she has been preparing the chamber’s financial reports, I now have more time to focus on growing the organization and other important productive chamber activities, while having the confidence in knowing our financials are in order for anyone to review at all times.
She has truly been an invaluable asset to the chamber.”
Sincerely,
~Y. Dyan Matthews (President & CEO)
"If you want to maximize your tax breaks or anything financial, and you're looking for a CFO, you don't have to look anymore. Say Yes To Profits is literally the answer that you've been looking for. If you want to know how to future proof your business? Everything you need, come to Say Yes to Profit."
- Tiffani Claiborne, Teach Tiffani, LLC
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Certified Woman Owned Small Business (WOSB)
National Women's Business Enterprise Certification