Your Virtual CFO
+ Finance Expert

We help driven CEOs increase cash flow, generate wealth, and keep more of their money with our hands-on CFO services and programs.

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Services to help you grow

Virtual
CFO

Our premium done-for-you CFO service helps driven CEOs manage their money with clarity, keep more of what they earn, and grow a more profitable business with clear financial and tax strategies.

Clarity
Concierge

Get the tax support you need to run your business with confidence from a partner who truly understands your business with our annual business tax planning and filing package.

CFO
Community

Our CFO programs help entrepreneurs become confident in their finances, create a money strategy, increase cash flow and keep more of what they earn - all while making finance fun! 

Which Y+Co Service is right for you?

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Hi! I'm Sarah.

I believe in a modern approach to accounting, and I'm not the traditional CPA your dad referred you to. I believe that there's way more to your finances than your tax return.

 

I'll help you think about your finances holistically in order to maximize your overall profits, so you can create more peace and stability in your life, build your wealth, and leave a legacy.

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Success Stories

I have an MBA, but setting up my business's finances was confusing to me! Sarah broke it all down, made it simple and approachable, and left me feeling really confident about running my business. She taught me how to set up my Quickbooks the right way, pay myself, and reinforced a profit first mentality. She also made it clear what I needed to do and what risks I could afford to take as a business owner. Sarah makes finance fun!

JESSICA LACKEY | JESSICA LACKEY CONSULTING

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