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Increase your profit by 25% in 6 months with our proven strategy.

Strategic Financial Services for CEOs Ready to Make Million-Dollar Decisions

The CEOs We Serve Aren’t Guessing Anymore—And Neither Should You.

If you're a woman running a coaching business or service agency, chances are you're managing growth while also juggling family, a team, and life.

And let's be real—you didn’t come this far to wing it with your finances.

If you're sitting in the $250K-$1M revenue range, you know it’s time for strategic money management—but finding someone who understands both the technical side and the heart of your business isn’t easy.

You need more than a bookkeeper—you need a Financial Strategist.

  • Feeling unsure if you can consistently pay yourself, your team, or your taxes.
  • Getting blindsided by surprise tax bills — again.
  • Stressing over spreadsheets that haven’t been touched since Q2
  • Wondering if your profit margins are healthy enough to support your next big move.

You know that you must have a financial system where every dollar has a place, purpose & function.


You're likely here because you’re DONE with:

 A Financial Strategist who will help you see the story your numbers are telling and use them to drive profitable decisions.

You’ve heard it before: what gets measured, gets managed. But what gets understood? That’s where transformation begins.

Our team doesn’t just handle your categorizing, payroll entries, tax estimates, and reporting—we help you connect the dots between your numbers and your next move.

Every month, you’ll receive a custom CEO Financial Report that gives you:
  • A true picture of your business health
  • Feedback on how to reach your revenue and profit goals
  • Clear insight into what’s working, what needs to shift, and where you’re headed

Your Financial Reports Include:
  1. Income Statement (Profit & Loss): Know what’s coming in and what’s going out.
  2. Balance Sheet: Understand what you own, what you owe, and what’s left over.
  3. Statement of Cash Flow: See the truth about your available cash.
  4. Budget vs Actuals: Compare your plan to reality—and use the gap to guide strategy.

This isn’t just data. It’s your money story. Told clearly, so you can lead powerfully.

It's Time to Make Data-Driven CEO Decisions. Not Financial Guesses.

Profit. Not just sales, but what’s left after everything is paid—your true financial gain. We help you grow intentionally, invest wisely, and take home more.

Total Expenses. See exactly where your money is going, identify unnecessary or bloated costs, and make intentional cuts that support profitability. Not just short-term relief.

Total Revenue (by stream). So you can clearly see which offers are driving profit, which ones need refining, and where to focus your time and energy for max return.

Cash on Hand. How much is actually available to spend, move, invest, or save today (no guessing, no surprises).

5 Metrics We Track to Keep Your Business Healthy (And Keep You Paid):

Owner’s Pay. Whether you pay yourself as an employee, via owner’s draw, or a combination of both, we track how much you’re actually taking home from your business. And increase it sustainably.

Monthly Financial Strategy Services

When you begin to face and understand your finances, you'll be able to maximize your profits and improve your cash flow so that you can scale with confidence.

world-class financial support that does more than track numbers — it gives you a plan.

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You’re done avoiding your numbers and ready to replace financial anxiety with clarity and control.

You’re ready to hand off payroll tracking and contractor oversight to someone who knows how to streamline it, so your operations team (or you!) can stay in your zone of genius.

You crave financial reports that make sense to you as a CEO—not just data dumps meant for your accountant or tax return.





You want monthly bookkeeping paired with proactive tax estimates, so you never feel caught off guard during tax season. Again.

You're Ready for a
Financial Strategist if:

You’re looking for a trusted partner who will help you set financial goals, forecast the future, and hold you accountable to the vision you’ve cast for your business.

Our 30-day onboarding period is designed to give you the clarity and structure you’ve been craving. We kick things off with an intensive onboarding week, featuring two high-impact 75-minute sessions.

Session 1: Financial Systems Setup & Alignment.
We’ll align on your current bookkeeping and financial structure, integrate all necessary software platforms, and handle the full takeover or setup of payroll systems. You’ll walk away with a streamlined backend that sets the foundation for accurate and stress-free financial management.

Session 2: Annual Forecasting & Strategic Planning
This is where the vision meets the numbers. Together, we’ll review your financial history, establish your annual revenue and profit goals, and map out your first strategic forecast using our Harmonious Wealth Framework.

30-Day Onboarding

How Our Process Works:

If you're coming in with a bookkeeping cleanup project, this session focuses on reviewing your year-to-date financials. We'll provide a personalized tax estimate, identify key patterns in your income and expenses, and uncover any lingering issues or inconsistencies.

Most importantly, we’ll use this time to realign your financial goals for the rest of the year—so your next moves are clear, strategic, and rooted in truth.

Optional Financial Assessment Session

Once you’re fully onboarded, our monthly rhythm keeps you aligned, informed, and empowered to lead your business with clarity.

Every Month, You’ll Receive:

  • A custom Monthly Performance Report that compares your real results with the original projections we mapped out during onboarding
  • A personalized video walkthrough of your financial report, delivered directly in your Slack channel so you can review it at your convenience
  • Slack access for ongoing questions and real-time support between meetings, including space for your operations team to communicate with us as needed

Every Quarter, You’ll Also Get:

  • A live Financial Strategy Call with your accountant to review trends, analyze performance, and recalibrate your goals
  • Insightful discussions on what’s working, what needs adjusting, and how to prepare for what’s ahead

We’re here to keep you financially clear, confident, and moving forward—month after month.

What to Expect From Ongoing Financial Strategy Support

"Before working with Lovely Financials Group, I struggled with getting my business finances in order, setting income goals, tracking my outstanding invoices. My favorite part of working with LFG is the clarity that was provided. Since working with them, I’ve made more money because she knows exactly where it’s coming from and where it’s going.”


mattie james,
The Mattie james Company

"Before working with Lovely Financials Group, I didn’t know how my business was doing or what the businesses potential was. Since working with Lovely Financials Group, my business finances, especially cash flow is clearly organized and easy to understand. I’m able to set goals and budgets now!”


Zakiya richardson, the lash queens

"Working with Iyanna and Lovely Financials is a top-tier service that would be the same no matter what I made or didn't make. I think it says a lot about you and the organization and the systems you have created. Lovely Financials has phenomenal customer service and phenomenal patience especially for folks who may have financial anxiety. Others who are also not in the same financial bracket are still treated with the same respect, encouragement, motivation, and professionalism.”


Shena sandle, black girls heal

The Investment

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quarterly

$3,000

MONTHly

$1000

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annual support

Annual support includes handling 1099s and comprehensive reporting for your tax team.

meetings

Quarterly strategic meetings with your accountant optimize financial strategies.

payroll

Streamlined payroll services free up your time to focus on growing your business.

tax estimates

Accurate tax estimates ensure you stay prepared and avoid surprises come tax time.

reporting

Monthly financial reports to provide a clear snapshot of your business’s financial health.

What You Get With Financial Strategy Services:

Projections

Each year, you’ll have a 90-minute projection session to strategically plan your business’s revenue, profit, and cash flow.

We’re here to help you do more than stay organized—we help you think and lead like a CEO. Each quarter, you'll meet with your accountant to review performance, track cash flow, and set goals for the next quarter, so you always know where your business is headed and how to move with clarity.

Want even more support?
Clients who pay in full for the year receive monthly strategy meetings instead of quarterly—perfect for those actively scaling or navigating complex decisions. Monthly calls offer:

  • Increased accountability and momentum
  • Faster insights and real-time support
  • Strategic planning that keeps pace with your growth

Whether you meet monthly or quarterly, you’ll always feel supported, equipped, and confident about your next financial move.

Make Better Financial Decisions When You Journey With Us.

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paid in full bonus

Hi, I’m Iyanna Vaughn — CEO of Lovely Financials Group, where faith, family, femininity, and finance intersect to empower women entrepreneurs through financial clarity and independence.

Based in metro Atlanta, my team and I specialize in helping service-based businesses and coaches understand their numbers, grow their profits, and lead with confidence. Through our Financial Strategy & Bookkeeping Services, we don’t just help clients stay organized—we help them lead like CEOs.

Beyond the spreadsheet, I’m also a speaker, podcast host, and mentor. My personal journey of healing and faith has deepened my creativity, my commitment to service, and my belief that every woman deserves to feel powerful in her relationship with money.

From accurate bookkeeping to cash flow forecasting, I’m here to help you grow your business with clarity, strategy, and stewardship—one financial report at a time.

Meet Iyanna

financial strategist and CEO

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Get Supported!

We will commence our 30-day onboarding process where we will have a Legacy Planning Call and Bookkeeping Kickoff to ensure we're on the same page.

Accept Your Proposal

Accept our proposal and book your kickoff call to remove bookkeeping & payroll from your to-do list, ensuring monthly tax estimates for seamless financial management.

Join Your Discovery Call

After booking the perfect time, we’ll discuss revenue, profit, and your pay during our discovery call. If you don’t have these figures handy, no worries – it highlights how we can streamline your financial management together.

What Happens Next:

FAQs

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Do you file taxes?
No, we do not file taxes. However, we provide ongoing monthly tax estimates and ensure all your bookkeeping is tax-ready for your CPA or tax professional.

Do you work with my CPA or accountant?
Yes! We collaborate with your existing tax professional to ensure they receive timely, accurate reports and everything they need to file with ease. If you don’t currently have a CPA, we’re happy to refer you to trusted partners in our network.

Do you just reconcile transactions?
No. We provide full-service bookkeeping—including categorization, reconciliation, and reporting—so your financials are not only accurate but also actionable.

Do you manage payroll?
Yes! We handle your entire payroll setup and management process, including employee and contractor payments, all through a streamlined system. No more juggling logins or managing it on your own.

What software do you use?
We work with QuickBooks Online or Xero, depending on what works best for your business.

Is the accounting software included in your pricing?
No, but we’ll guide you to the best-fit platform and you’ll maintain ownership of the subscription.

How long is onboarding?
Our onboarding typically takes 2–4 weeks—even if you’re coming in after a cleanup or have some catch-up work.

Is there a long-term commitment?
We offer flexible, month-to-month service agreements. While most clients stay with us long-term for ongoing strategy and support, you can cancel at any time with 30 days’ notice. No contracts. No complicated breakups.

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