With The Overflow Method™, gain financial clarity, consistent CEO pay, and strategic growth without the stress.
You're not just looking for clean books.
You're looking for answers, strategy, and overflow.
Wealth Flow Design
From pay schedule to tax planning, we design a cash flow system that creates consistency, confidence, and overflow.
Profit Leak Detection
We identify where your cash is slipping through the cracks—then help you patch it and grow margin.
Financial Storytelling
Receive monthly reports with clear analysis and Loom videos so you’re never in the dark. We don’t just show you what happened—we show you what to do next.
Vision Crafting
We connect your financial structure to your personal goals and life priorities—so your money works for you, not just your business.
We don’t just give you reports—we guide you through them.
From custom cash flow snapshots to live strategy calls and real-time insights in Slack, here’s a behind-the-scenes look at what our clients receive.
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.
“I used to panic over taxes. Now I feel ahead, supported, and fully in my CEO seat.”
“I now have a 6-month cash buffer, a consistent salary, and confidence in every financial decision.”
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.
Clients often feel more confident in their numbers within 30 days and see tangible profit and pay improvements within the first 90.
Our system is built to run in the background. You stay updated with what matters, and we handle the rest. We’re here to help you win time and money back.
Yes. This is the turning point. We specialize in helping six-figure earners transition into multi-six-figure profit. You’ll stop guessing, start paying yourself, and build a business that actually sustains you.
Most CPAs look backward for tax compliance. We look forward to help you lead. We don’t replace your team—we elevate it with proactive strategy.
We understand—and we help you make the investment make sense. Our clients regularly grow their profit margins by 25–50% within six months.
I’m the Founder and Fractional CFO behind Lovely Financials Group.
I created The Overflow Method™ after helping dozens of women-led businesses scale past 6 and 7 figures—without losing control of their finances.
I’m not here to shame your spreadsheets.
I’m here to help you lead with wisdom, clarity, and margin.
Once you’re in, you’ll book your kickoff call and get access to your personalized onboarding plan.
We’ll walk through your current revenue, profit margins, and owner’s pay to assess fit and map your next financial milestone.
No. But we provide monthly tax estimates and CPA-ready books.
We’re happy to coordinate with your CPA or refer you to a vetted partner.
Absolutely. We collaborate seamlessly or help connect you to a tax strategist aligned with your goals.
No problem—our service blends both. We handle the full bookkeeping and provide strategic financial guidance to help you increase profit and cash flow. It’s one integrated system designed to simplify, not duplicate, your support.
No. We offer full-service monthly bookkeeping with reporting, analysis, and ongoing strategy.
Yes. We handle setup, processing, and monthly oversight so you don’t have to.
We work in QuickBooks Online and Xero—both industry standard platforms.
No. You’ll maintain your subscription, but we’ll help you select and set it up properly.
Most onboarding wraps in 2–4 weeks. If you need cleanup, we’ll guide you through the review process.
Our services require a 6-month minimum.
After that, we move to a simple month-to-month agreement with a 60-day notice policy.
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