CFO Strategy Sessions
Exclusively with Lou
hey there, friend!
I'm Lou Clarke
I believe money is like sex and it should give you multiple orgasms when you create it, make it, accept it, play with it, invest it, and spend it! 👄💦🌶️💰
I also operate in the Masculine AND Feminine energies of money and LOVE pairing them together for EPIC results!
Fun fact: I am also called "The Money Medium" due to my strong connection to the Universal energies and those who now live in the afterlife.
I am a Money Trilogy.
💰👑🌶️
She cares about my numbers as much as I do. That’s nearly impossible to find. Lou is a rare gem.
When Lou said, you make the money and I’ll grow the money… I was in. I needed someone who cared about my money as much as I do that could keep an Ariel view while I was in the details of serving my community. Lou is exactly that. She cares about my numbers as much as I do. That’s nearly impossible to find. Lou is a rare gem. Glad she’s mine. ;)
– ANDREA CROWDER @LOVE_ANDREACROWDER
CFO Strategy Sessions
Mentorship
Exclusively with Lou
- Have Lou as your Business CFO (virtual)
- Everything Profit First
- All Strategies for business finance growth
- Weekly calls
- Voxewr Support
- This is ALL OF LOU;
Her brains, her strategies, her masculine & feminine energies and yes, even the money medium side of or Lou
My job is to be...
Your strategic calculator to help you create more money.
Your confidant to talk about all the money stuff you can’t really share with others.
And finally…
My job is to be your parachute for when you make a financial jump into new realms of money… and for when you want to take the massive jumps into paying yourself more & investing in your future! 🪂
Evaluation:
During this phase, I will review the financial history of your business. This will give us a baseline for the historical financial performance of your business and will reveal opportunities for us to maximize your profit.
This phase includes the following:
- A 1-5 year historical review of your financial trends (analyze baseline profitability)
- Categorize historical Profit, Owner's Compensation, Taxes, and Operating Expenses
- Conduct an assessment to determine TAPs (Target Allocation Percentages)
- Establish CAPs (Current Allocation Percentages)
- Creation of a Profit Blueprint mapped specifically for your business to implement Profit First. This plan consists of an Evaluation, Conversion, and Roll-Out of Profit First.
This is a highly customized report and plan based on our findings.
Conversion:
During this phase, we will "kick-off” with a virtual meeting (60-90 minutes) in which we will do the following:
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Review the "why's" of Profit First
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Review the Profit Blueprint created in Phase 01
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Set up your bank accounts for Profit First Implementation (if you haven't already done so)
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You will receive exclusive access to the Profit First Quick Start Rocket Launch video series
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Schedule a series of meetings including a two-week check-in (empowerment call), a 30-day strategy meeting, a 60-day strategy meeting, our first quarterly review meeting, and a quarterly follow-up meeting
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Address your concerns, questions, etc
Implementation/Roll-Out
This is where the magic happens! Everything we've done so far brings us to results - here we work together to make your dream a reality:
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Over the course of the next year, we will hold a series of virtual meetings to keep you on track, make adjustments and discuss any concerns. The remaining virtual meetings will be scheduled for quarterly financial & strategy reviews & follow-up and a year-end review where we start to plan for the upcoming year. During these meetings is where you and I really connect and dive into this process together.
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I'll be working behind the scenes analyzing your expenses. This is a very in-depth analysis and the results will be discussed in our collaborative conversations so I can make recommendations.
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I'll also be working on your business as a complete entity, making recommendations in other areas as they come to light through analysis.
RECAP
- Annual Profit First Instant Snapshot
- Comprehensive Profit Strategy Blueprint
- Profit First Hardcover Edition
- Unlimited Access to Profit First University Rocket Launch
- Kick-off Meeting
- Empowerment Call - First Allocation Check-in Meeting (approx. 2 weeks in)
- Weekly/Monthly Strategy Meetings - Goal Setting for TAPs
- Quarterly Profit Strategy Blueprint Review & Profit Distribution
- Year-End Profit Strategy Review & Next Year Goal Planning
- Perform 10/25 Allocations (or weekly allocations)
- Response Time: Within 24 Hours
- Email & Voxer: Unlimited
ALSO
- Liaise With the Accountant/Financial Planner
- Audit Support
- Access to Lou via the Voxer App
- Scheduled calls, up to 45-minutes, are included
- Strategy Sessions are included
