CFO & CONTROLLER | TaxUSign

CEO INTENSIVE DAY APPLICATION FORM

(CFO/Controller Services)

The CEO Intensive Day is great for established businesses to get work done. Our CFO/Controller services are a team program designed to provide guidance, support, and educational training to help you change your money mindset, manage your finances more effectively, and grow your business profitably.

Dealing with taxes, legal requirements, and finances can be overwhelming. Sometimes it feels easier to ignore the numbers than to admit that you don't fully understand what they mean. You know that your business has money coming in the doors, but if we asked you for your profit and loss statements, you might return a blank stare.

You are not alone!

Many of our clients come to us sharing the same challenges that you face. They want to learn more about managing their finances but aren’t sure where to start.

We developed the CEO Intensive Day for established businesses like yours. Businesses that are ready to receive financial expertise and support to help you better understand your finances and be more profitable. We partner with your bookkeeper to ensure a seamless month-end closing process. Our team is committed to providing financial reports that shed light on your business's financial health. You can depend on us for the clarity and insights you need to make informed decisions. Let us take care of the financial details while you focus on growing your business.

As an Outsourced CFO/Controller, you will:

Gain confidence around your numbers by learning how to read financial reports for better decision-making.
Learn how to understand your cash flow so that you can maximize profits.
Find out more about tax strategies that will save you money!

Your hard work is starting to pay off.

The next step is to learn more about your finances so that you can run a business that is legal and profitable. When you learn more about the common business mistakes made by businesses, you will be empowered to make decisions so that you can avoid them.

CEO Intensive Day Details

The CEO Intensive Day is an information-packed program designed to help bring clarity to your numbers, manage cash flow, keep your books clean, and provide strategic insight so you can make more informed decisions. Our financial leadership helps you stay on track, plan for growth, and free up your time to focus on running the business.

This is a judgment-free zone!

We have designed this program so that you can be in a space where you will feel comfortable learning. Our Q&A session provides a judgment-free zone where you will have a chance for your questions to be answered. Clients love Lily’s sound, practical, and kind business advice. You will always walk away learning something new and never feel judged.

Is this intensive day right for you?

The CEO Intensive Day is perfect for you if you are:

Generating a minimum annual revenue of $300k
Invested in your business
Looking to grow and thrive in your business

Lily has limited spots open. The investment is a one-time fee of $2,500 OR a monthly payment starting at $1,500. If you are ready to build your confidence with financial knowledge, tools, and action steps to grow a profitable and legal business, please complete the application below. This application will help us get to know you better.

"I was hesitant to sign up for Lily's CEO Intensive Day because of the cost, but after the first 1:1 session, I knew I had made the right decision for my business. Lily is knowledgeable, professional, and personable, and the time spent was incredibly productive. What impresses me most about Lily is how passionate she is about helping small business owners not only keep accurate books, but truly understand their financials." - Kathy G.