THE SERVICES
Going cross-eyed staring at your P&L statement
isn’t exactly what you had in mind when you dreamt
about building your business.
What if instead of spending your already-full days chugging coffee
and second-guessing your math skills, you could glance at a few key metrics and know exactly what steps to take to hit your goals?
Making sense of your business finances isn’t second-nature for most business owners—you’re 100% not alone.
Whether you want to be more confident in the day-to-day, actually-taking-a-paycheck numbers side of business, or you want a monthly report of your numbers and a partner to dream & plan with, there’s a way I can help.
(Yea, I'll say it.)
And if you’re building a business that you want to run sustainably alongside life’s other priorities …
… well, you’re going to have to learn how to play in the sandbox with your business’s numbers.
(I promise they’re pretty fun once you get to know them.)
But those numbers are the only metric that really matters.
Your finances are the only thing telling us the actual health of
your business and where it can really go.
"You make money simple. You take the struggle out of money to free people up to do what matters."
^^ Best. Feedback. Ever.
And now, I want the same for you.
You’ll invest in big ways to generate more revenue—personal growth, web design, professional photos, salaries for your team, and more—but if you can’t make sense of your numbers … or if you’re clueless beyond looking at sales … how do you know where you’re leaving money on the table?
After all, it’s not just about making money—it’s about managing and minding it well, too. I’m here to bridge the gap—I’ll help you feel confident in your understanding of every dollar within your business, whether it's a $10k a year side-hustle or multi-million dollar empire, the fundamentals are the same.
And you don’t have to be Einstein to understand the formulas.
Money may not be the reason you started your business, but it’s the only thing that will keep you in business.
CFO ON DEMAND | THE SERVICES
BOOKED IN ONE HOUR INCREMENTS
BOOK ME FOR AN ENTIRE DAY
Profitability Audit
CFO For A Day
Looking for a better understanding of what’s working and what isn’t? We can sit down together (virtually, of course!) and review your numbers to identify what can get you closer to your goals.
You simply can’t wear all the hats in your business—but you’re kind of stuck when it comes to being your own head of finance. Not anymore. Spend the day with me to work on the finance, operations, and strategic growth side of your business or review your personal budgeting and financial goals.
Click Here to Learn More
Click Here to Learn More
THREE WEEK CONSULTING PROCESS
Custom Financial Plans
You’re the type of person who thrives with a system once it’s mapped out—but you might feel a bit out of your element trying to create your own financial plan for your family or business. In three sessions together, I can take a look at where you’re at, where you want to go, and help you create the plan to get there.
Click Here to Learn More
CFO ON DEMAND | THE SERVICES
BOOKED IN ONE HOUR INCREMENTS
Profitability Audit
Looking for a better understanding of what’s working and what isn’t? We can sit down together (virtually, of course!) and review your numbers to identify what can get you closer to your goals.
Click Here to Learn More
BOOK ME FOR AN ENTIRE DAY
CFO For A Day
You simply can’t wear all the hats in your business—but you’re kind of stuck when it comes to being your own head of finance. Not anymore. Spend the day with me to work on the finance, operations, and strategic growth side of your business or review your personal budgeting and financial goals.
Click Here to Learn More
THREE WEEK CONSULTING PROCESS
Custom Financial Plans
You’re the type of person who thrives with a system once it’s mapped out—but you might feel a bit out of your element trying to create your own financial plan for your family or business. In three sessions together, I can take a look at where you’re at, where you want to go, and help you create the plan to get there.
Click Here to Learn More
CFO For A Day
Need someone to gracefully speak to your fast-paced heart, and show you how to get your personal and business finances (they’re all related!) in order? Clients say I’m honest even when it hurts, with deliciously compelling suggestions that may want to make you want to bleed a highlighter dry all over our meeting notes: let’s get you from overworked and underpaid to profitable and sustainable. I’m just as comfortable with spreadsheets as I am around paintbrushes, I’d be delighted to serve you.
Spend the day with me to work on the finance, operations, and strategic growth side of your business or review your personal budgeting and financial goals.
IDEAL FOR YOU IF:
APPLY TODAY
INQUIRE FOR MORE DETAILS
You're ready to optimize your numbers whether it's booking more ideal clients at higher price-points, creating a plan to pay yourself a consistent paycheck, or honestly just not sure what to do but you know there is room to improve.
Profitability Audit
Looking for a better understanding of what’s working and what isn’t? We can sit down together and review all the numbers to identify what can get you closer to your goals.
Let’s spend one hour together laser-focused on finding opportunities to increase your business’s profitability—whether analyzing offers and pricing, or evaluating overhead costs, we’ll get another pair of eyeballs on your business numbers to find ways to increase your profit or time.
IDEAL FOR YOU IF:
APPLY TODAY
INQUIRE FOR MORE DETAILS
You've got questions that you just aren't sure who to ask and your CPA and/or well meaning family-members just don't "get you" or your business model. Let's jump on a call and review your sales process, pricing, profitability, or ability to hire help (to name a few).
Custom Financial Plans
You’re the type of person who thrives with a system once it’s mapped out—but you might feel a bit out of your element trying to create your own financial plan for your family or business. In three sessions together, I can take a look at where you’re at, where you want to go, and help you create the plan to get there, plus give you the confidence to adjust within the plan for anything that might come up unexpectedly.
PERSONAL FINANCIAL PLAN:
APPLY TODAY
INQUIRE FOR MORE DETAILS
BUSINESS FINANCIAL PLAN:
Includes net worth statement, one-year family budget, plus recommendations for building a solid financial foundation (insurance, savings, and/or investment recommendations)
Includes profit and offer profitability analysis, opportunities for operational improvements and increased time efficiencies, plus a complete one-year financial forecast including sales goal, costing models, operational budget, and owners pay/salary.
Personal Financial Plans Also Available
TOOK ON LESS CLIENTS AND STILL MADE MORE MONEY
This was the first year I was able to pay myself every week without freaking out a bit, because I know exactly how our numbers work. - Ashlyn Carter
TOTALLY CHANGED MY LIFE!
Shanna gets you to look at all the stuff you've been avoiding and shows you the stuff that's actually going to make a difference. - Erin Benzakein
COMPLETELY ALTERED THE WAY I RUN MY BUSINESS
Shanna’s strategy provides both the groundwork and follow through for new and established businesses to chart a course of success that ultimately frees us up to do what we do best - create! - Britt Bass
MORE SUCCESS STORIES
CFO-For-Hire
You’ve built something truly impressive, but when you’re in over your head—or even just a little uncertain—doubt and fear can creep in uninvited and convince you of more than a few crazy what-if’s …
… what if it all comes crashing down?
… what if we’re doing everything wrong?
… what if I can never really walk away?
This isn’t standard bookkeeping or hiring a CPA (you probably already have both!)—you need someone to roll up their sleeves with you and dig in. You’ve gotten this far by being talented, brave, and a little bit scrappy, but it’s time you round out your own zone of genius with a little help.
My signature one-on-one, CFO-for-hire services are customized to take a deeper look at your business finances and help you gain the confidence to make strategic decisions as the leader of your company.
My job? To guide you through the process like any good Jedi master … or the friend who taught you the right way to curl your hair.
TOP OF THE LINE SERVICE
Your business feels like it’s moving faster than you can keep up—and some days you catch yourself daydreaming of simpler times before business started to feel so complicated.
INQUIRE FOR MORE INFORMATION
FINANCIAL FORECASTING
Each year we will create a custom financial plan for your business including sales goal projections, revenue plans & spending breakdowns. Other custom plans are optional as well.
PROFITABILITY ANALYSIS
Around here we crunch numbers not only to make more money, but to improve on time efficiencies. Let's see what's working and what's not, to maximize profitability and give you more time back!
FINANCIAL REVIEWS & TREND REPORTS
Consistent reporting to stay up to date on financial trends in your business equipping you to make strategic, data-backed decision.
PERSONALIZED FINANCIAL ADVISING
Personalized financial advising from someone who understands you, your business, goals & aspirations.
My signature one-on-one, CFO-for-hire services are customized to take a deeper look at your business finances and help you gain the confidence to make strategic decisions as the leader of your company.
This isn’t standard bookkeeping or hiring a CPA (you probably already have both!)—you need someone to roll up their sleeves with you and dig in.
Check out The Blueprint Model!
learn more
The Blueprint Model is a 12-week online business and finance program created specifically for creative entrepreneurs. It’s your a-z blueprint for starting and growing a profitable (actually puts money in your pocket), sustainable (doesn’t sacrifice your life to the non-stop hustle), and life-enriching business!
Shop the Collection
ONLINE FINANCE EDUCATION
Check out The Blueprint Model!
learn more
The Blueprint Model is a 12-week online business and finance program created specifically for creative entrepreneurs. It’s your a-z blueprint for starting and growing a profitable (actually puts money in your pocket), sustainable (doesn’t sacrifice your life to the non-stop hustle), and life-enriching business!
Shop the Collection
ONLINE FINANCE EDUCATION
I have my cash flow plan beside me and I have been up sixty freaking percent this whole year simply by planning ahead. You are brilliant and I am so grateful for you!
— Hillary Butler
The Blueprint Model
LIKE A MINI MBA FOR YOUR BUSINESS
PERSONAL FINANCE
ANNUAL PLANNING
ONLINE FINANCE EDUCATION | SHOP THE COLLECTION
Blueprint at Home
My Blueprint Year
Do you find yourself craving a workable plan to manage your business and personal finances?
If you're not quite ready to take the leap and invest in 1:1 work, I’ve got a full suite of online courses, tools, and resources to help you get a better understanding of your numbers and be more confident in your planning & decision making.
SHOP THE COLLECTION
THE BLUEPRINT MODEL
LIKE A MINI MBA FOR YOUR BUSINESS
PERSONAL FINANCE
ANNUAL PLANNING
ONLINE FINANCE EDUCATION | SHOP THE COLLECTION
BLUEPRINT AT HOME
MY BLUEPRINT YEAR
Do you find yourself craving a workable plan to manage your business and personal finances? If you're not quite ready to take the leap and invest in 1:1 work, I’ve got a full suite of online courses, tools, and resources to help you get a better understanding of your numbers and be more confident in your planning & decision making.
SHOP THE COLLECTION
