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So you can finally pay yourself consistently and grow your business in a way that supports the lifestyle and legacy you desire, without merely striving to hit the next revenue target.
Increase your Profit to 50% BEFORE Paying Yourself Within the Next 6 Months.
Right now, taxes are always a guessing game for you. You don’t know what you should be saving for taxes nor do you have a tax strategy that aligns with your personal goals.
How to know it’s time for a CFO for your business:
- You don’t even know what you should be paying yourself
- You don’t have enough to contribute to your retirement accounts.
- You’re trying to become the CEO but you still have all hands in your business
- Your profits are consistently showing a net loss despite having multi-6 figures in revenue
- Your cash flow is consistently plummeting and you feel the need to use debt as a lifeline
- You are unsure how to create financial transparency for your company to motivate them to achieve departmental goals.
Revenue generated doesn’t matter if you don’t have the cash in the bank to show for it.
Pay yourself more to accomplish both your lifestyle and legacy goals. This will make your business something that creates personal wealth for you.
Save so you can always be months ahead, pay off debt, and be comfortable taking calculated risks and investments in your business.
Create and implement tax strategies that will allow you to grow your personal wealth vs overpaying on taxes yet another year. Effectively dictating what you pay in taxes.
Predict cash flow gaps immediately so you can create strategies to avoid them while completely automate your finances so that you can focus on scaling your company.
Just because your Profit & Loss Statement (P&L) shows that you have profit doesn’t mean this number will be your bank balance.
How cash flow works:
- Beginning cash balance
- All Cash In - Revenue, loan deposits, or your contributions
- All Cash Out - Expenses, owner’s pay, debt payments, tax payments
- Ending cash balance
Once you understand how cash flows through your business every week, you’re able to predict cash flow gaps immediately and will be able to execute strategies to avoid them.
Healthy Cash flow will look like:
Healthy Cash Flow Solves all Money Problems in your Business.
Finally Release your Anxiety around Money and Taxes.
- Pay self consistently
- Increase your owner's pay substantially
- Start contributing to your retirement
- Start saving for your children’s college fund
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The Harmonious Wealth Framework
Get an immediate pulse of your profitability and cash on hand so while we’re creating your annual goals.
highlight immediate cash flow gaps
Stop assuming your business performance is based on revenue. By analyzing beyond your P&L and launch data, you'll avoid overspending, understand your business holistically, and track debt payments effectively.
assess your financial trends
Create your
Legacy goals
create your
profit plan
Support both your immediate lifestyle and legacy goals. Legacy goals might include maxing out retirement contributions, saving 6 months of expenses, and starting a college fund for your children.
Stop looking at your business quarter over quarter. It's time to get a bird's eye view of your business and create a 3-year profit plan to understand the trajectory of your business.
James increased his profit to multi-6 figures, showing profit growth of 128%. He grew his profit while maintaining cash flow in his bustling video production agency.
james increased his profit by 128% annually
Health Coach Nagina went from a 30% profit margin to 70% BEFORE paying herself in her business. She pays herself enough to consistently max out her retirement at $69K+ a year.
Nagina went from 30% profit to 70%
While working with us, Jillian has grown her profit by 62% annually. She’s been able to automate her cash flow so that she now maintains $50K in cash on hand at all times with her event planning business.
Jillian increased his profit by 62% annually
With big profits comes a potentially even bigger tax bill. We helped our client create and implement our favorite tax strategies to
align with their lifestyle and reduced taxes.
our client's $100K+ tax strategy
We accurately predicted our client’s revenue years in advance when we first became their CFO. Our client was able to grow not only in revenue but increased profit by 127% annually.
$2.6M in annual revenue with 127% profit increase
Results that are possible for you...
It's Time to Have the Personal Wealth to Show for Your Business Success
Watch these Client Testimonial Videos:
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You're making multiple-6 or multiple-7 figures in your business and you're ready to have your profit & cash flow to hit six figures.
You are ready to finally and consistently pay yourself a six-figure salary from business so that you can start to save, invest, and thrive personally.
You desire to drastically change your relationship with money so you can keep what you make and build personal wealth from your business.
You’re making close to $30K in revenue in your business every month on average and and you’re ready to increase within the next six months.
Fractional CFO Services are for you if:
A breve sit spoon black whipped pumpkin spice frappuccino. Wings organic americano percolator flavour brewed doppio qui wings java mocha cookie crumble pie.
You're still at a point in your business where you don't mind paying yourself under 6-figures annually from business and don't see yourself paying yourself more in the future.
You’re not ready to get to the bottom of the underlying money habits to improve your financial story and relationship with money.
You're in the beginning stages of your business, making less than $30K a month in revenue on average and you haven't yet crafted an offer you're confident in selling.
Fractional CFO Services are not for you if:
We'll maintain your financial momentum. You'll receive monthly bookkeeping, reports, and two monthly meetings for finance reviews and strategy calls to stay on track and adjust as needed. Additionally, we'll provide tax estimates based on actual figures, comparing them to initial predictions.
Months Four Through Six
In the third month, we'll develop a tax strategy aligned with your lifestyle and legacy goals and create an execution plan. We'll also finalize and document your comprehensive legacy plan.
Our Third Month
In the second month, we'll develop a revenue plan based on your goals, refine your pricing, and analyze marketing and sales metrics. We'll also create a profit plan and map out your cash flow for the year.
Our Second Month
In the first month, we'll establish your goals during a legacy planning session, clean up and optimize your bookkeeping, and use weekly forecasts to assess trends and identify cash flow gaps.
Our First Month
Here's What our First Six Months Will Look Like Together.
We will have a Finance Review and Strategy Meeting every month.
bi-weekly meetings
Each month on top of tax estimates, we'll implement strategies to reduce tax debt.
tax strategy implementation
You and your ops person will get hands-on access to our finance team.
private slack channel
Every 2nd Thursday of the month, you'll receive your reports.
monthly reporting
Bookkeeping and Payroll Support performed every month.
monthly bookkeeping
Each week you'll get a pulse of your cash flow to highlight any gaps.
Weekly cash flow updates
Fractional CFO Services
What's all included
After our first six months together you’ll have the opportunity to work with us on a month-to-month basis for $2000/mo receiving the same support and deliverables monthly.
paid in full bonus
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Comprehensive Accounts Receivable Support
Pay in full bonus:
Unlock exclusive benefits when you pay in full! Our bonus includes complete accounts receivable (invoicing) support, allowing you and your team to focus on growing your business while we manage your finances.
- Timely Payment Assurance: We follow up on all upcoming invoices to ensure timely payments, ideal for those working with larger corporations not on automated payments.
- Late Payment Management: We handle follow-up correspondence for late payments, so you can attend coaching calls without the stress of outstanding balances.
- Payment Arrangements: We negotiate payment arrangements with your clients and customers, taking the worry off your shoulders.
How Our Invoicing System Works:
Invest in full to streamline your invoicing and let us handle the money while you focus on what you do best.
I’m Iyanna Vaughn, CEO of Lovely Financials Group, where I combine faith, family, femininity, and finance to empower women through financial independence. As a CFO, I guide organizations and business leaders to financial success with tailored strategies that boost profits and revenue streams.
Based in metro Atlanta, my firm helps women, business owners, and brands recognize and optimize wealth opportunities. I provide insights through my podcast, mentorship, and speaking engagements, giving clients the confidence and tools to surpass their financial goals.
My journey of faith and healing has strengthened my creativity and confidence, which I aim to instill in every woman. I help clients realize their full potential, one dream at a time.
