You're not just a visionary;
You're a decision-maker at the helm
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:
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.
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:
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.
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
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.
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.