BEFORE YOU SCHEDULE YOUR PROFIT & TAX GAP ANALYSIS

Is Say Yes To Profits® The Right Fit For Your Firm?

Our best-fit clients:

Operate an established, founder-led consulting firm or service-based business
Generate $500,000 to $10 million+ in annual revenue
Have an established team and business operations
Want to improve profitability, create more consistent cash flow, and reduce unnecessary taxes
Are looking for proactive financial support that goes beyond traditional bookkeeping and tax preparation

TYPICAL STARTING INVESTMENT

Our services are ongoing advisory engagements designed for established firms seeking proactive financial support, not one-time consultations or tax preparation.

Virtual CFO & Tax Advisory Service

Services Include:

Annual Financial Plan and Tax Strategy

Monthly CFO Strategy Sessions

Rolling Weekly Cash Flow Forecasting

Monthly Financial Progress Calls

On-Demand Profit Performance Dashboard

Financial Decision Modeling

Full-Service Accounting

Dedicated CFO Team

Quarterly Profit & Tax Gap Strategy Sessions

Starting at $3,000/month for 12 months

If this sounds like the level of financial support your firm needs, complete the form below to schedule your Profit & Tax Gap Analysis.

First Name *

Last Name *

Business Name *

Email *

Phone *

What is your business's industry or niche? *

Which Service(s) Do You Need At This Time? *

Virtual CFO Advisory

Tax Advisory

Bookkeeping Services

All Of The Above

I'm not sure, but I know I need help!

Describe your biggest challenge related to your finances. *

Annual Income. *

Less than $300K

$300K–$500K

$500K–$1M

$1M-$5M

$5M- $10M

If we determine we're a strong fit, are you prepared to invest at the starting investment level outlined above?

Yes

No

I need more information

How did you learn about Dr. Octavia and Say Yes To Profits? *

I understand that submitting this form allows the team to contact me regarding my Discovery Session.

I understand that this service is not for early-stage businesses earning less than $500,000. Businesses at this level will be directed to our Profitaire Society.

NOT YET AT $500K?

The Profitaire Society may be a better fit for your current stage of growth.

EXPLORE THE PROFITAIRE SOCIETY

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