Master Your Money
Maximize Your Business Success
- Take control of your expenses
- Pay off debt faster
- Achieve your income goals strategically
- Scale up your business with confidence
- Get fractional CFO services support
WE ARE THE GAME-CHANGER YOUR BUSINESS NEEDS TO LEVEL UP
Solutions
During our consultations, we hear a lot of similar concerns from business owners—questions that often keep them up at night. Things like:
- I want to hire another employee. How can I be sure I can afford it?
- Are our advertising expenses delivering a positive return, or are we losing more than we’re earning?
- How many of my products do I need to sell each month to cover all my expenses?
- What can I do to manage our expenses better?
- Is our spending aligned with our growth goals?
- How can I pay off my loans faster?
- How can I plan ahead and forecast my cash flow for the next quarter or year?
- I want to buy a new house. How much does my business need to make each month to get me there?
Here's how we can help you:
Income & Expense Analysis
We’ll take a deep dive into your income and expense accounts, analyzing how each impacts your gross revenue. Together, we’ll identify which expenses are essential, uncover your key performance indicators (KPIs), and compare spending trends month-to-month, quarter-to-quarter, and year-to-year.
Budgeting & Forecasting
We’ll help you project how much cash will come in, how much will go out, and what your future balances will look like. By analyzing trends in each account, we’ll plan ahead for your monthly, quarterly, and yearly financial needs. Combine this with setting clear income goals, and you’ll have the confidence to ensure you never fall short of covering your expenses again.
Goal Setting
Turn your business dreams into actionable goals. We’ll help you map out a clear path, create steps to achieve it, and align everything with your personal aspirations. Using insights from income analysis, budgeting, and forecasting, we’ll work together to make those once-distant goals a reality.
Continuous Partnership
We'll be your dedicated partner. Our promise is to stay deeply engaged with your financial concerns, just like a full-time CFO would. You'll be backed by an entire team of experts who are with you from day one, ensuring someone is always available to support you and fully up to speed on your business. You’ll always have support, with our team ready to assist you whenever you need it. Regular CFO meetings and check-ins keep us aligned, provide updates, and ensure your financial strategy stays on course to drive your business forward.
Bookkeeping
Keep your financial records spotless and up-to-date. We’ll ensure every dollar moving in and out of your business is accurately recorded, even going back years if necessary to clean up past data. Since accurate records are the foundation of reliable forecasts, we include bookkeeping to ensure our insights are precise and actionable.
AR/AP Management
Keep your cash flow steady and your vendor and client relationships thriving. From invoicing to payment processing, we’ll streamline your financial transactions to ensure payments are made and received on time. Need help with your Excel or Google Sheets tracking? We can optimize those too, making collections and management even smoother.
Perfect for Solopreneurs & Small Business Owners
We’re here to be your partner and help your business thrive.
As a solopreneur or small business owner, you’ve got a lot on your plate, and managing the financial side might not be your thing—and that’s okay. That’s where we step in. We’ll handle the numbers, keep communications easy and open, and give you the clarity you need to make smart decisions. From the first day we work together, you’ll get insights that matter right now and help you plan for the future.
As your partner, we bring the expertise of a full-time CFO at a fraction of the cost. With us on your team, you can focus on managing the operations, confident that your financials are in good hands.
Our Clients
Working with clients across different industries has given us a wealth of financial insights and best practices. This diverse experience allows us to tackle unique challenges and share innovative solutions between industries, helping our clients stay ahead. Here are some of the industries we serve:
REAL ESTATE
STARTUPS
BUSINESS COACHES
CONTENT CREATORS
LAW FIRMS
E-COMMERCE
How to get started
Getting started is easy! Here’s how we can begin working together:
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Book Your Free Consultation
Share your story and goals with us! Send us an email with your financial records ready, and we’ll guide you on any additional data we may need for a thorough initial review. -
Deep Dive Into Your Financials
We’ll analyze your numbers, draft a customized financial model tailored to your goals, and prepare key insights to make our discussion impactful and actionable. - Let’s Meet and Strategize: In our meeting, we’ll walk you through our findings, provide clarity on your financial standing, and answer your pressing questions. Together, we’ll chart a path forward for your business success.
Book a free consultation
Whether it’s understanding where your money’s going, managing your cash flow, or planning for growth, we’re here to simplify the process and give you clarity.
At CFO Trend Solutions, we offer a free initial consultation to review your books and analyze your financial statements, including income, expenses, bank accounts, and loans. We’ll provide you with a clear picture of your financial health, helping you determine if you’re on the right track or need to adjust course.
We’ll identify if your business is losing money, whether you’re meeting income targets, and even estimate when your loans will be paid off. Plus, we’ll highlight your top expenses and recommend areas to cut back.
It’s all part of our commitment to helping your business grow and thrive.
Send us an email and tell your story!
Meet Our Leadership
Top-tier individuals with years of experience in leading corporations in the U.S. and Canada
Jane, CPA
Managing Partner
Von
Managing Partner
Krystel
Managing Partner
Jayce
Sr. Financial Planning & Analysis
Tricia
Operations Manager