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 monthly CFO service helps multiple 6- and 7-figure CEOs manage their money with clarity, keep more of what they earn, and grow a more profitable business with clear financial and tax strategies and back-end support.

Cash Flow
Intensive

With our intensive session, we'll create a financial strategy for your business to help you make more money and build wealth, fast. You'll get one-on-one targeted help to identify your profit leaks, assess your financial systems, and create a custom financial plan.

Concierge
Business Tax

Get the tax support you need to run your business with confidence from a financial partner who truly understands your business. Our annual business tax package goes way beyond tax prep to help you maximize your profits with tax planning and strategy.

Profit + Prosper
Program

Our signature 12-week program teaches CEOs how to create stability + security in their business with a profit plan, manage their money to keep more of what they earn, and understand their numbers to make fast business decisions.

Which Y+Co Service is right for you?

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Hi! I'm Sarah.

I take a fresh + modern approach to finance, and I'm not the old-school 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.

What's your next step to a more profitable business?

let's find out!

I've found that businesses tend to go through four stages as they grow, and what you need to focus on financially changes as you progress through each stage! How can you maximize your profits and pay yourself more along the way?

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Success Stories

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I never thought I would be able to hire employees in my business - it felt like such a far off thing. But after going through Sarah's program, I'm taking a more hands-on approach with managing my money and streamlining my systems. I've created more time and space that I've used to expand my team and set my business up to double down on growth and expansion! In the first year of running my business, I felt so burned out. Now, I've started resting more and having fun in my business again. I can't praise Sarah enough for her guidance this year!

KENZIE HARKEY | SIMPLY DARE LIFESTYLE & ORGANIZING

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