CFO & Advisory Services
IN THE WORLD OF BUSINESS,
increased PROFITABILITY
AND CASH FLOW ARE
your path to
FINANCIAL FREEDOM.
the difference between a frustrating partnership and a fruitful one are in the small, everyday details.
Our CFO & Advisory services are tailored for the high-earning service-based entrepreneur. Whether your business is booming, plateaued, or drowning you in the day-to-day, you deserve a partner that deeply understands where your gaps and opportunities are right now and how to guide you to the next level.
An integrated approach to your business finances with a team that truly cares about you.
Each of our monthly clients gets a dedicated team of finance professionals, including a CFO, senior accountant, tax advisor, and client success manager. Gone are the days of being a middle-man between your bookkeeper and tax accountant or working with a CPA that doesn’t understand your business, goals, or vision. You’ll have multiple eyes on your finances and taxes, and we’ll be the expert so you don’t have to be.
You work really hard, and yet some days, there doesn’t seem to be much to show for it.
You deserve to reap the benefits of being a business owner.
In fact, we believe that it is possible to run a successful, profitable business and build wealth without ongoing stress around “financial conversations.”
But in order to do that, you need a clear picture of where you stand, to understand your short-term needs, and a long-term vision. You need a strategic plan that elevates your business today and builds wealth for years to come.
The metrics and data already exist. It’s the clarity that’s buried in confusion, avoidance or an overly complex financial system.
THE FRAMEWORK BEHIND THE NUMBERS
We don’t just track numbers—we use our proven framework to help you grow profitably, protect your profits, plan with confidence, and build lasting wealth.
1. Financial Infrastructure Reset: You can’t scale on shaky data. We start by cleaning up and restructuring your financials—streamlining accounting & organizing your chart of accounts.
2. Profit Assessment: We evaluate business finances, cash flow, margins, tax, and entity structure to uncover vulnerabilities and growth opportunities.
3. Strategic Planning & Wealth Mapping: We define key business and personal goals—from owner pay to exit strategy—then create a custom financial plan to hit them with clarity and intention.
4. Real-Time Tracking & Advisory: We track financial performance monthly so you can make smart, aligned decisions. With clear reporting and regular check-ins, you stay confident and in control.
OUR SERVICE TIERS
Private CFO & Advisory
Our Private CFO & Advisory service provides all-hands-on-deck, high-touch point support. Our multi-7 & 8 figure service-based business owner clients are focused on optimizing cash flow and profitability, increasing business value, building teams, and investing to build their personal wealth. They need a more proactive, holistic, and forward-thinking approach to their financial and tax strategy so they can build wealth, lead with more peace, and leave a legacy.
What’s Included in our Private CFO & Advisory Service
Private Advisory Support
Your dedicated CFO will help you create a strategy to optimize cash flow and wealth creation from your business. We’ll map out your exit strategy, business and financial goals, and do a deep dive quarterly to track your progress and update your goals.
Financial Planning & Forecasting
Our team will create an annual budget to show you how you can hit your goals in the upcoming year, and will update your forecast through the year to track progress. We’ll also update your cash forecast monthly or weekly to help manage cash flow.
Financial Reporting & Oversight
We oversee your accounting function and deliver customized financial reporting, keeping a clear pulse on the business every week or month. Our team reviews and adjusts the financials to ensure accuracy, with insights by offer, location, or business line so you can make smarter, faster decisions.
Tax Strategy & Optimization
Feel like you’re behind the 8-ball with your taxes? We’ll incorporate taxes into your business & wealth strategy to help you pay less in taxes (legally) and keep you on top of payments throughout the year so you can maximize cash flow.
Back Pocket Finance Team
You’ll have 1:1 touchpoints with your team, including monthly calls and email with your CFO to brainstorm and strategize, quarterly deep dive strategy calls, and a private communication channel in case things come up between calls.
+ Optional Add-Ons
Monthly or Weekly Bookkeeping
Our in-house team will take care of your bookkeeping so you don’t have to worry about managing another team member. We’ll integrate and automate your accounting system where we can, and make sure your financials are timely and tax-ready.
Tax Preparation and Compliance
Our team will handle income tax compliance, including filing your business and personal income tax returns each year. We can also file sales tax, property tax, or other businesses taxes, if applicable.
Payroll Support
Our internal team will support you by calculating and running payroll, onboarding and offboarding employees in your payroll system, and monitoring your payroll filings.
The Profit Suite
The Profit Suite provides lighter CFO support for multi-6 and 7-figure service-based business owners. These clients are focused on expanding their impact, delegating client delivery, creating more margin, and setting up the foundations for wealth. They are ready to level up from reactive bookkeeping services to personalized & proactive support as they scale to $1M and beyond.
What’s Included in The Profit Suite
Private Advisory Support
You’ll have biannual 1:1 strategy sessions with a dedicated CFO to set goals, review progress, and dive deep into how you can increase profits, plus a live Strategy Hub document that maps out your model for sustainable growth, profits, and owner pay.
Monthly Financial Reporting
Our team will review your financials each month and deliver a management reporting package so you can keeping a clear pulse on the business each month. Our team adjusts the financials to ensure accuracy, with insights by offer, location, or business line so you can make smarter, faster decisions.
Quarterly Financial Reviews
Each quarter, our team will share an overview of your most recent business financial performance, highlighting trends, risks, and action steps to keep you on track to your goals throughout the year.
+ Optional Add-Ons
Monthly Bookkeeping
Our in-house team will take care of your bookkeeping so you don’t have to worry about managing another team member. We’ll integrate and automate your accounting system where we can, and make sure your financials are timely and tax-ready.
Payroll Support
Our internal team will support you by calculating and running payroll, onboarding and offboarding employees in your payroll system, and monitoring your payroll filings.
Tax Prep, Planning, and Strategy
Our team will file your business and personal income tax returns each year. Feel like you’re behind the 8-ball? We’ll help you strategize on how to pay less in taxes (legally) and keep you on top of payments throughout the year to maximize cash flow.
Investment
Private CFO & Advisory: $3,000 to $6,000 and up per month for CFO advisory support + applicable fees for accounting, tax, and payroll add-ons; one-month onboarding fee applies.
The Profit Suite: $1,500 to $2,500 and up per month for advisory support + applicable fees for bookkeeping, tax and payroll add-ons; one-month onboarding fee applies.
Most clients invest $3,500-$6,000 per month for Private CFO & Advisory support or $2,000-$2,500 per month for The Profit Suite, depending on size and complexity of their business and the level of support and reporting needed.
No long-term contracts (although our average client stays for more than 3 years)
Monthly and weekly payment options available
HERE’S HOW TO GET STARTED WITH THE YOUNG AND CO CFO & ADVISORY TEAM:
Start With A Profit Clarity
Assessment
This assessment is the first step to working with our team. Get your assessment booked by clicking “I’m Ready To Get Started!” below. We’ll gather high-level information about your business, money, and goals, and you’ll upload financial statements for our review. The $497 assessment fee will be credited toward services booked within 30 days of your 1:1 call.
Schedule Your One-On-One
Review Call
Once you’ve completed our intake form and provided your financial statements for our review, you’ll schedule your Profit Clarity Assessment review call through our Calendly link. In a call with our team, we’ll identify what your current business and financial pain points are, discuss your goals and the support needed and clarify which service options suit your business best.
Start With A Profit
Clarity Assessment
This assessment is the first step to working with our team. Get your assessment booked by clicking “I’m Ready To Get Started!” below. We’ll gather high-level information about your business, money, and goals, and you’ll upload financial statements for our review. The $497 assessment fee will be credited toward services booked within 30 days of your 1:1 call.
Schedule Your One-On-One
Review Call
Once you’ve completed our intake form and provided your financial statements for our review, you’ll schedule your Profit Clarity Assessment review call through our Calendly link. In a call with our team, we’ll identify what your current business and financial pain points are, discuss your goals and the support needed and clarify which service options suit your business best.
Receive Your Proposal
It’s time to make it official. The onboarding phase can last 30-60 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.
Onboarding!
It’s time to make it official. The onboarding and initial roadmap phase can last from 30-90 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.
RecEIve Your Proposal
If we decide that working together is your best next step, you’ll receive a custom proposal from our team for CFO, advisory, and accounting support that you’ll sign and from there, we’ll kick off the onboarding process!
Onboarding & Roadmap
It’s time to make it official. The onboarding phase can last 30-60 days depending on the current state of your business and money, and the tier of service you sign up for. Our goal in this phase is to create a clear roadmap for increased profits, growth, and wealth creation, and for you to begin to implement that plan with our support.