CFO Services · Lovely Financials Group
You've built a real company. Now your finances need to reflect that — with CFO-level thinking applied to every major decision you make.
This is not bookkeeping. This is an ongoing strategic partnership — monthly reporting, bi-monthly CFO meetings, cash flow forecasting, compensation planning, and revenue mapping. Built for founders who are done guessing and ready to lead with their numbers.
Annual profit increase for a $2.6M revenue client after 12 months of CFO partnership
Annual revenue accurately forecasted years in advance — before it happened
"We accurately predicted our client's revenue years in advance. They grew not only in revenue but increased profit by 127% annually."
Lovely Financials Group · CFO Client ResultYou're Here Because
You're making more than you ever have. The business is growing. And your finances still don't feel like they match the company you've built. That gap isn't a discipline problem. It's a structural one — and it's exactly what this partnership is designed to close.
"My revenue is real but my salary still feels inconsistent."
"I don't have a clear picture of what's actually profitable."
"I'm making financial decisions without real data behind them."
"Tax season is always a surprise — and not a good one."
"I have a bookkeeper. But nobody is actually looking forward."
"Is this business actually sustainable at this pace?"
The Major Margins Framework
This is the exact framework we build inside every CFO engagement. Not a dashboard. Not a report. A complete financial operating system — built around your real life, your real revenue, and the CEO you're becoming.
We start where it matters most — with what you pay yourself. Not a round number. A designed compensation structure built around your real life costs, benefits, retirement, and reasonable compensation requirements for your entity type.
A deep dive into your last 6 months of revenue and expenses — not to look backward, but to understand exactly where your margin stands and where cash is quietly leaking before we build the plan forward.
Your full revenue plan for the year — offer by offer, month by month. We price your offers for the margins you need, map your 12-month revenue plan, and uncover exactly what your marketing and sales activity must produce to hit your goals.
A forward-looking cash flow model that shows you exactly what's coming in, what's going out, and what your position will be — 30, 60, and 90 days from now. No more surprises. No more bracing.
The system doesn't run once and disappear. This is an ongoing CFO partnership — maintained every week and every month so your financial picture is always current, always accurate, and always informing your next decision.
Client Results
Annual profit increase for a $2.6M revenue business after 12 months of ongoing CFO partnership. Revenue accurately forecasted years in advance.
CFO Client · $2.6M Revenue
Nagina went from a 30% profit margin to 70% before paying herself — and has maintained above 60% margin every year since. Now maxing out retirement at $69K+ annually.
Nagina Abdullah · Health Coach
Jillian grew her annual profit by 62% and now maintains $60K+ in cash on hand year-round — with automated cash flow systems running quietly in the background.
Jillian Smith · Onetouch Events
"She went from a 30% profit margin to 70% in year one — and has maintained above 60% every year since. She now consistently maxes out her retirement account. That's what financial structure actually produces."
Nagina Abdullah · Health Coach"Finally having financial systems that match the level of excellence I deliver in my own business. Her CPA frequently comments on how seamless tax season has become."
Jillian Smith · Onetouch EventsHear It Directly From Them
Client testimonial videos — in their own words.
Investment
No tiers. No hidden add-ons. One flat-rate CFO partnership that covers the complete financial operating system your business needs at this level.
Overflow CFO
per month
Or $15,000 bi-annual payments — one month free
Engagement begins with a Profit Gap Assessment call — complimentary and obligation-free. We'll review your current numbers, identify where profit is leaking, and confirm whether this partnership is the right fit. If it is, onboarding begins within 7 days.
Bi-Annual Payment Bonus
Pay $15,000 bi-annually and receive one month free — the simplest way to lock in your CFO partnership at a reduced rate and keep your cash flow predictable for the next six months.
What This Would Cost À La Carte
What Happens Next
Before anything is proposed or priced, we start with a complimentary call to understand your business, your numbers, and where the gaps are. No obligation. No pitch. Just clarity on where you stand and what's possible.
A complimentary 45-minute call where we review your current numbers, identify where profit is leaking, and map your CEO pay gap. No obligation — just clarity on where you stand and what's possible.
If we're the right fit, you'll receive a clear proposal within 48 hours. Once accepted, you'll book your onboarding call and we'll get your systems connected, access granted, and everything aligned for a seamless start.
Within two weeks of onboarding, you'll have your Keep Half Diagnostic™ complete, a full CEO compensation plan, and a 12-month revenue map built around your real numbers. Your financial operating system is live.
Two weeks after your Profit Plan, you'll receive your first full financial report and meet with Iyanna for your first bi-monthly CFO strategy session — reviewing your numbers, your plan, and your next 60 days.
If you're earlier in your journey, the Major Margins Method™ or Margin Books Co. is where we'd recommend starting.
Frequently Asked Questions
Most clients feel more confident in their numbers within 30 days — after the Keep Half Diagnostic and Profit Plan are complete. Tangible improvements in profit and pay typically appear within the first 90 days as the operating system takes hold.
Most CPAs look backward for tax compliance. Most bookkeepers categorize transactions. Neither is looking forward with strategic intent. This partnership is forward-looking CFO work — revenue mapping, compensation planning, and decision support. We don't replace your team. We elevate it.
We don't file tax returns — that's your CPA's role. We handle quarterly estimates, organize your records to make tax season seamless, and coordinate with your CPA to make sure nothing surprises you.
Yes. Payroll is included in the CFO partnership — handled accurately, on time, and fully integrated with your books and tax estimates so everything stays aligned.
Engagements are structured as 6-month minimum partnerships. The systems we build take time to fully take effect — and the biggest results happen in months three through six as the financial operating system matures.
That's exactly what the Profit Gap Assessment is for. Before you invest anything, we sit down together, look at your actual numbers, and show you specifically where this partnership would pay for itself. The call is complimentary and completely obligation-free.
Your CFO Partner
I'm Iyanna Vaughn — fractional CFO, founder of Lovely Financials Group, and creator of the Major Margins Method™. Over more than a decade and 10,000+ hours inside real business financials, I've helped service-based founders move from reactive financial management to the kind of intentional, forward-looking leadership that actually produces personal wealth alongside business growth.
I believe Proverbs 21:5 — the plans of the diligent lead to profit. Not the hustle. The plans. This partnership is where we build yours.
Iyanna Vaughn
Fractional CFO · Lovely Financials GroupReady to Lead With Your Numbers
The Profit Gap Assessment is complimentary and takes 45 minutes. We'll review your current numbers, identify where profit is leaking, and show you exactly what a CFO partnership would address first. No obligation — just clarity.
Book Your Profit Gap AssessmentOverflow isn't a miracle. It's a method. Let's build yours together.