CFO Strategy Intensive™
For CEOs That Are Not Ready For On-Going CFO Support
Are you not quite ready for on-going CFO support, but wish you had a financial expert to answer a few pressing questions or solve one BIG financial problem?
INTRODUCING..
The CFO Financial Clarity to Confidence Strategy Intensive™
Get clear answers to your most pressing financial problems in one CFO Strategy Intensive™
A one-time, CFO-led Intensive designed to help consulting firm CEOs gain financial clarity, understand what is really happening in their numbers, and walk away with a specific plan to scale their firm with financial confidence.
No ongoing commitment.
No full Virtual CFO engagement required.
Just an intensive executive-level financial session focused on the one financial issue that needs your attention right now!
Examples Of Common Questions
Why isn't cash flow keeping pace with revenue?
Are we paying more in taxes than we should?
Can we actually afford our next hire and what should we pay them?
How much cash should we be keeping in reserve?
Which of our services are actually profitable, and which are draining us?
Can we confidently move on this opportunity, or is it too risky right now?
If these and others are among some of your most pressing questions, you don't need a full financial overhaul; you need a straight answer based on your financials and goals.
These problems and more can be solved in a single laser-focused CFO Intensive session with the Say Yes To Profits CFO team.
That's what the CFO Financial Clarity to Confidence Strategy Intensive™ is built for.
The CFO Financial Clarity to Confidence Strategy Intensive™
A focused, one-time Intensive with a Virtual CFO, built around the one financial problem you need solved most
This isn't a full financial audit, and it isn't a CFO on-going retainer. It's a focused, deep-dive Intensive with a Virtual CFO who reviews the numbers behind your specific problem and tells you exactly what's driving it and what to do next.
You bring the problem. We bring the clarity and the plan to move you from confusion to confidence.
Built around the Say Yes To Profits Method:
Your Proven Path to Confidence and Profitability!
Know Where You Are
We start with the one financial problem that's most pressing for you right now, whether that's cash flow, profitability, tax exposure, hiring or a pending decision.
Know Where You're Going
We then dig into the numbers to show you what's actually driving the problem. This will NOT be a generic answer! It will be based on the specific numbers, decisions, or patterns in your business that created it.
Measure, Manage and Maximize
You leave the Intensive with a written, CFO-built plan of the specific steps to take to solve this problem, in order, with no guesswork about what to do first.
You are then equip to measure, manage and maximize on your success.
Achieve Your Financial Goals
We meet live to walk through the findings and the plan together, so so that you understand not just what to do, but how to achieve your ultimate goals with confidence.
Meet Your CFO
Dr. Octavia Conner
Founder & CEO | Say Yes To Profits® | Award-Winning CFO
Financial Strategist | Professional Speaker | Author
Dr. Octavia Conner is an award-winning CFO, financial strategist, professional speaker, author, and Founder and CEO of Say Yes To Profits®, a nationally recognized Virtual CFO firm that helps scaling CEOs gain financial clarity, improve cash flow visibility, increase profitability, and grow your consulting firm with confidence.
With more than two decades of experience in accounting, finance, and tax strategy, Dr. Octavia has dedicated her career to helping entrepreneurs build financially healthy businesses that create lasting wealth.
After leaving Corporate America to pursue entrepreneurship, she faced significant financial hardship and had to rebuild her business from the ground up. Through resilience, strategic financial management, and disciplined execution, she transformed that experience into a mission to help business owners avoid costly financial mistakes and build sustainable, profitable companies.
Today, Dr. Octavia specializes in helping CEOs of growing consulting firms gain financial clarity and turn revenue into consistent cash flow and predictable profitability.
Through her proven Say Yes To Profits® Framework, she equips business owners with the financial strategies, systems, and structure needed to scale strategically, improve operational efficiency, and build financially sustainable companies.
Her expertise has been featured in Forbes, Essence, Fox Soul, Fox 5 News, Authority Magazine, Sheen Magazine, Rolling Out, and numerous other media outlets.
She is the recipient of the 2024 Most Influential Speaker Award and the Presidential Lifetime Achievement Award. She has been recognized as one of the Top 50 Accountants in North America for two consecutive years and one of the 50 Most Powerful Women in Business in Atlanta Ga.
Trusted by Leading Publications
Dr. Octavia's insights and expertise have been featured by respected media outlets and publications.
This is the right fit if you...
Lead a growing consulting firm or service-based business
Have a specific financial problem you need solved immediately
Aren't ready for a monthly Virtual CFO partnership but want expert eyes on this one issue now
Want a straight answer and a concrete plan, not another report to file away
Are done guessing and ready to make one confident financial decision
This is not the right fit if you...
Want an ongoing, monthly financial partner (that's our Virtual CFO engagement)
Are looking for bookkeeping or tax preparation
Want general business advice rather than a financial answer
Proven Results From CEOs Who Stopped Guessing and
Started Leading With Financial Clarity
See how Say Yes To Profits has helped business owners gain clearer numbers, stronger financial direction, and the confidence to make decisions that support profitable growth.
Helped Her Strengthen Her Offers, Systems, and Financial Confidence
When Kelsey Stine of Vela Creative Co. came to Say Yes To Profits, she wanted more clarity around her offers, onboarding process, and the financial tools needed to support future growth. Through our work together, we helped her refine key parts of the business, improve financial visibility through forecasting, and gain more confidence in the decisions she was making as a CEO.
Helped Her Gain Confidence and Clarity Around Her Business Finances
When Lynne Hart of Party Favors Ink came to Say Yes To Profits, she needed stronger financial guidance to better understand what was happening inside her business. Through our work together, we helped her gain more clarity, feel more supported in her financial decisions, and move forward with greater confidence as the CEO of her company.
Created the Financial Clarity to Buy a Home
and Hire Support
When Allison Simon of Black Being came to Say Yes To Profits, she wanted more confidence around her financial plan, taxes, and the decisions she had been trying to make for years. Through our work together, we helped her gain the clarity to move forward with buying a house, take needed time away from the business for her health, and bring on her first assistant with more confidence.
Helped Her Understand the Numbers Behind
Repeatable Growth
When Phillitia Charlton of Charlton•Charlton & Associates came to Say Yes To Profits, she wanted stronger financial guidance to better understand her profit and loss statements and what the numbers were revealing. Through our work together, we helped her gain the clarity to look at her financials with more confidence, create stronger financial structure, and support growth that could be repeated with intention.
A Simple Process. A Clear Financial Strategy.
From identifying the root cause to creating an actionable plan, every step is designed to help you solve your most pressing financial challenge with clarity and confidence.
Process #1
Schedule Your Intensive
We learn about the one financial problem you want to solve.
Process #2
Grant Us Access
We review the financial systems and reports connected to that problem before we meet.
Process #3
Deep Dive
We analyze the numbers behind your problem to find the real cause, not just the symptom.
Process #4
Your Strategy Intensive
We meet live to walk through what's driving the problem and the plan to solve it.
Process #5
Your Confidence Plan
You leave with a written summary of the Intensive and your next steps.
Process #6
Check-In
We follow up to see how implementation is going. If it's clear you'd benefit from ongoing support, we'll talk about what that looks like.
STILL NOT SURE?
Frequently Asked Questions
Question 1: Is this the same as hiring a Virtual CFO?
No. This is a focused, one-time Intensive built to solve one specific financial problem. It's a starting point, not an ongoing partnership. If it becomes clear you need continued support, we can talk about what that looks like.
Question 2: What if I have more than one financial problem?
The Intensive is built around your single most pressing problem, so the plan stays specific and actionable rather than spread thin. We can prioritize which one to tackle first when you book.
Question 3: What type of ROI should I expect?
You walk away from the Intensive with a clear answer to your problem and a specific plan to solve it. Results depend on implementation, and the plan is built to be specific enough that you can act on it immediately.
Question 4: What is included with the service?
The CFO Strategy Intensive is 90-minutes. After the initial strategy session, you will receive a one 30-minute session Check-In call two weeks later to discuss your progress. After your Check-In call the services are completed.
Still Have Questions About the Intensive?
Share a few details about your business and what you would like support with.
Our team will review your inquiry and follow up with the next step.
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