For 7+ Figure Organizations
CFO Advisory and Business Coaching Helps You Unlock Untapped Wealth Hidden In Your Finances, Team & Processes
Is your company’s growth stalled because you and your team are tapped out?
You’re too busy to fool with the numbers and don’t have a lot of confidence in them anyway.
You can’t even take restful time off because your company and team rely on you to solve every problem.
Your cash flow is often a source of stress and sleepless nights.
You’re not sure you can afford to hire, retire, invest in a new piece of equipment, or give yourself a raise.
“A vision without action is just a dream. Action without vision just passes time. Vision with action can change the world.”
I’m Jennifer Todd, the founder of FutureView CPA, and I’m here to help you change your world.
As a Fractional CFO specializing in Transformative Strategy, I help 7 and 8-figure founders reclaim their time while confidently leading fully aligned, autonomous, and accountable teams so that they can easily outpace their competition and become THE provider of choice. You might hire me as your business advisor and coach so you:
No longer stress about the numbers
Always know your next move
Are positioned to take advantage of opportunities when they arise
Confidently make better, faster, business management decisions
Become an employer of choice, attracting and retaining A-Players
You're a 7 or 8-figure business owner with a vision to grow your business.
You're ready to gain confidence in your finances, attract top-tier talent, and have the freedom to step away from your business… while it thrives.
What can you create when you work alongside an elite partner to uncover exactly where you are "stuck" in your business - and who will create the exact roadmap you need to get you where you desire to be?
Our CFO Advisory Process is a Holistic Service that is Unlike Anything You’ve Ever Experienced Before
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1. GAIN CONFIDENT CLARITY
You'll know what numbers matter, where to find them, and what to do next to keep your business moving forward.
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2. BUILD ALIGNED SUPPORT
You'll quit wasting precious time, money and energy and start making the most out of your investments in your people, your processes and your systems.
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3. SECURE FINANCIAL FUTURE
You'll have peace of mind knowing your business is a wealth creating investment.
An Overview Our Process
See if We’re A Right-Fit
First, we’ll have a “Right-Fit” call to find out what you’d like to achieve in your organization, and if our CFO Advisory and Business Coaching is the right fit to help you make it happen. If we both feel like it’s a win-win, we’ll prepare your custom CFO Advisory and Business Coaching proposal.
2. Set the Foundation
While we onboard your company to our CFO Advisory and Business Coaching service, we’ll make sure we understand exactly what your goals are, and get your financial systems set up to give us the information we need to advise and coach you and your team.
After your systems are set up and your goals are well-defined, we’ll get to work on your analytic scorecard, financial analyses, and action planning. Each month, you’ll have a custom strategic plan with action steps to take your business exactly where you want it.
3. On-going Support
What People Are Saying
“Jennifer is more than simply, amazing. I went into our coaching sessions hoping for answers to issues I was having within my accounting firm and left with clarity and power. I could clearly see the goal of my firm and changed my processes to align with those goals instead of just "fixing" the immediate problem. During the change, the issues dissolved. Her service isn't just advice and telling you what to you, it's guiding you to take control of your business and design it to work for you instead of you working for it. Can't express my gratitude enough!! Highly recommend!.”
— Jessica P. , Professional Services, (Accounting Firm Owner)
“We’ve worked with Jennifer for over 19 years. She has found ways to save us money, fully benefit from tax regulations, and provide insightful advice as we’ve grown our business. Her team is a reliable advisory partner to our organization and ensures we are on track and have the information we need to make sound financial decisions.”
— Bob C., Federal Government Contractor (Consulting, Industrial Hygience & Emergency Response)
“Our organization was fortunate to have found Jennifer through the Quickbooks recommended vendors utility. She played a critical role in our growth by effectively addressing our complex accounting needs and bridging the gaps in our internal capabilities. Jennifer's expertise and her team's support helped us navigate various challenges, including system implementations, DCAA audit compliance, and implementing healthy accounting practices. With her breadth of experience, Jennifer was able to cater to our specific requirements, such as multi-state filings, serving international customers, and managing T&M and FFP Federal and Commercial contracts.
Jennifer's contributions to our organization were exceptional, and I am grateful for her efforts in ensuring our success. I highly recommend her services to any business seeking expert accounting support and guidance.”
— Joshua W., Federal Government Contractor, (Aviation & Aerospace)
FAQs
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Our main service offering is CFO Advisory for 7-and 8-figure organizations. Because this is a very custom, high-touch service, we do not accept tax-only clients.
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If a current CFO Advisory client does not have an in-house bookkeeper, we can provide outsourced accounting as an add-on to our CFO Advisory service. We do not offer bookkeeping to non-CFO Advisory clients.
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Because our CFO Advisory service is a custom, high-touch service, we typically work with companies that gross between $5M to $30M in annual revenues. We do have an online coaching program for Start-Ups to 6-Figure Organizations interested in Scaling to 7+ Figures without burning out.
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CFO Advisory services are offered on a fractional basis, meaning they are meant for companies in need of more advanced analytic and proactive strategic advice but do not need a full-time CFO on staff. Full-time CFO salaries range from $250,000 to upwards of $400.000. Our affordable CFO Advisory is a fraction of that cost, starting at only $5,000 per month!
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FutureView CPA is a 100% remote CFO Advisory firm. Our team is 100% US-based and our company is headquartered in Virginia. We work with clients all over North America.
Ready to get started?
If you’re ready to transform your company with actionable strategic insights, give Jennifer a call today at (757) 926-4109 or click the button below to get the ball rolling.
We can’t wait to learn more about your company and get busy helping you grow your company without burning out!