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CFO Advisory Services - Discover Call
CFO Advisory Services - Discover Call
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This $29.99 deposit reserves your 30-minute CFO Advisory discovery call. Kevin will contact you within 24-48 hours to discuss your business needs and custom pricing.
✅ Your $29.99 is fully credited toward your first month of CFO Advisory services if you move forward — so the call costs you nothing.
What's Included
- Monthly financial statement review and variance analysis
- Cash flow forecasting and planning
- Budget vs. actual reporting with actionable insights
- KPI dashboard setup and monthly performance tracking
- Pricing and profitability strategy for your products or services
- Strategic financial planning to support growth, funding, and long-term success
- Investor and lender presentation support when needed
- Direct access to a certified financial consultant with 9+ years of FP&A experience
Who This Is For
- Small and mid-size business owners who need executive-level financial guidance without hiring a full-time CFO
- Entrepreneurs who are growing fast but don't fully understand their numbers
- Business owners preparing for funding, a loan, or investor conversations
- Anyone who wants a financial expert in their corner every single month — not just for a one-time session
How It Works
- Schedule your onboarding call to discuss your business size, goals, and financial needs
- Kevin reviews your financials and builds a customized monthly reporting framework
- Monthly sessions cover performance review, forecasting, and strategic planning
- You receive a written summary and action plan after every session
💡 Most business owners don't realize how much money they're leaving on the table until they have a CFO-level eye on their numbers. This service pays for itself.
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Real Success Stories from Our Clients
"As a small business owner, I was struggling with cash flow and didn’t know how to grow profitably. Kevin’s business financial coaching gave me the tools to manage my business’s finances, create a solid budget, and strategize for sustainable growth. My revenue has grown 30% this year, and I’m now more confident in making financial decisions."
— Samantha R.
"FEELS Consulting has been a game-changer for my business. Kevin not only helped me understand my business finances but also guided me through the process of setting up systems for success. With his coaching, I’ve reduced unnecessary expenses and increased my profits. I couldn’t have made it to this point without his expertise."
— Marco G.
"Being a business owner, I was overwhelmed by the financial side of things. Working with FeelsConsulting’s business financial coaching helped me streamline my financial processes and make smarter decisions. My coach provided valuable insights into budgeting, forecasting, and strategic growth, and now my business is not only more organized but also more profitable. The coaching has been an invaluable investment, and I highly recommend it to any entrepreneur looking to take control of their business finances."
— James M.
"As an entrepreneur, I was struggling with the financial management of my growing business. The business financial coaching from FeelsConsulting transformed the way I approach budgeting, cash flow, and long-term financial goals. My coach was incredibly knowledgeable and patient, guiding me every step of the way. With their help, I now have a clear financial strategy, and my business is thriving. I can't recommend them enough!"
— Rayne H.