You need more than a bookkeeper, you need a financial thought partner.

Transform your figures into fierce growth with a Profit First Certified Fractional CFO

Easy Transitions

Systemized Plans

Targeted Growth

You're not just a visionary;

You're a decision-maker at the helm

Jenni Davis, white woman with blonde hair and glasses smiling, holding paperwork talking to a couple on the foreground.

But right now, your finances are like a sabotaged compass—leading you astray instead of guiding the way.

Your current bookkeeper has been diligent. The books are neat. But ask about cash flow for new hires or Q3 profit forecasts? You might as well be speaking in another language.

Those bookkeeper blank stares? They're costing you.

You're caught in a cash flow guessing game that’s more cryptic than solving a Sudoku puzzle. Uncertainty isn't just holding you back; it's chaining you to mediocrity.

You're the CEO, the decision-maker. And, in truth, you know exactly what you need:

  • Education to empower you, not just inform you
  • A true partner in the CFO seat, not just a fill-in
  • Communication so clear it's like your CFO is sitting at your kitchen table
  • A systematic approach that fuels your creativity but keeps your feet on solid ground

Because it's not merely about numbers. It's about the financial story of your business—a story as unique and intricate as you are.

Charts? Reports? They're old news. They can't touch what you need.

What you need is a mastermind, a strategist, someone who digs into the marrow of your financial narrative.

You need a strategic financial thought partner who doesn't just get the numbers; they get YOU.

Start a strategic financial partnership &

Translate Your Numbers Into Actionable Business Strategies

With a unique blend of operational know-how and financial expertise, we turn those complex figures into a language you speak fluently. From the ins and outs of profit analysis to the art of precise forecasting, consider yourself handed the master key to make decisions that resonate with your goals.

This isn't just a service; it's a partnership crafted with care, tailored for your growth, and brimming with the desire to see you succeed.

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Customized Solutions

Experience tailor-made financial strategies for your unique business - fitting your goals and vision like a custom-made power suit and Saint Laurent heels.

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Profit First Perspective

Your bottom line isn't an afterthought; it's our main event. With the Profit First approach, we make sure profitability isn't just a goal but a reality.

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Financial
Education

Transforming complex financial data into actionable insights, bridging knowledge gaps, and providing strategic guidance tailored to your individual business goals.

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Uncompromising Professionalism

No shortcuts. No cutting corners. Our unbreakable commitment to professionalism means meticulous attention, unwavering integrity, and a service that exceeds expectations.

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Smooth
Transition

Nervous about the switch?

Don't be. Our transition process is as smooth as silk, guiding you and your team from chaos to clarity without breaking a sweat. Your journey to financial success starts now.

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Beyond
Bookkeeping

With a financial thought partner who sifts through the numbers and pinpoints where you could save or spend - together we'll craft an easy-to-follow path tailored to your unique business goals.

Ready for true collaboration?

Jenni Davis, white woman with shoulder length blonde hair leaning over a table talking to a woman with dark hair sitting at a laptop.

Simplify Your Transition to Financial Success

We know that switching bookkeeping firms can feel overwhelming. But it doesn't have to be. Here's how we make it a breeze:

  • Personalized Onboarding: We tailor your transition plan to fit your unique needs and current financial situation.
  • Minimized Disruption: We'll ensure minimal downtime, so your financial operations continue smoothly.
  • Transparent Communication: You'll always be in the loop with clear, open communication.
  • Immediate Benefits: Our strategies deliver quick results, enhancing your financial outlook.

Make the move!

We promise to make it easy.

The True Cost of Not Having a Fractional CFO

According to research done by U.S. Bank and cited on the SCORE/Counselors to America’s Small Business

%

82% – Poor cash flow management skills/poor understanding of cash flow

%

77% – Not pricing properly or failure to include all necessary items when setting prices

%

79% – Starting out with too little money

%

73% – Being overly optimistic about achievable sales, money required, and about what needs to be done to be successful

%

78% – Lack of well-developed business plan, including insufficient research on the business before starting it

%

70% – Not recognizing or ignoring what they don’t do well and not seeking help from those who do

Numbers tell stories...

...And your financial thought partner deciphers them.

Jenni Davis, white woman with blonde hair and glasses sitting at a laptop with her arms crossed on the table, smiling at the camera.

Hey! I'm Jenni,

Financial Thought Partner, Profit First Specialist, and Your Guide to Financial Clarity in Your Business

I help ambitious business owners navigate the numbers...

And I empower them to turn their financial fog into a clear path to growth.

Because every visionary deserves to have their dreams backed by solid, strategic financial planning.

Let's unlock your financial potential and turn those numbers into a story of success.

Discover the whole story behind what drives me here.

I’ve been put on this earth to use my God-given skills to strategically grow my clients' businesses, increase their profits, and create a stable financial plan for long-term success.

⏤ Jenni Davis

What our clients are saying

Aly Huggins

Before I started working with Jenni, I was a mess! Jenni literally saved my sanity! She has been so knowledgeable & clear about all aspects of the business systems. She is always willing to answer any of my questions and help me understand the ins and outs. My anxiety and stress has decreased immensely since working with Jenni!

Aly Huggins

Aly Huggins Hair

Morley

Our company was in chaos, we were really struggling with order and organization!!! Jenni was very professional, not afraid to confront us about things we were doing that were not good for us, nor the business!  Jenni has provided amazing organization and continuous guidance to keep us up to speed about constant changing laws, etc. The peace of mind we receive is priceless, knowing we are doing things the way we should have been for years.

Mike & Alejandra Morley

Morley Water Systems

Empowered financial understanding

Stop playing checkers and start playing chess with your financial business decisions

Imagine what kind of decisions you can make with a dedicated Profit First team member by your side - committed to helping you recognize and read your financial reports, map out strategies that create win-win situations, and fight for your business like it's their own.

Book your first meeting here, and let's get your numbers telling the story of a flourishing business.

Jenni Davis, white woman with blonde hair, is sitting at a table talking to a woman with dark brown hair. Both women are smiling.
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Have you considered trying Profit First, but have no idea where to start?

Grab my free guide that will give you the first five things you need to do to implement Profit First.