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Keep Half of What You Earn in Six Months with Our Proven Strategy: The Overflow Method™

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

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

IIf 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'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.

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

You’ve heard it before: what gets measured, gets managed. But what gets understood? That’s where overflow 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. Profit Plan 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.

You Know That You Must Have a Financial System Where Every Dollar Has a Place, Purpose & Function.

Profit. What you actually keep after expenses.

Total Expenses. Spot bloat, cut with intention, and improve margins.

Total Revenue (by stream). Identify top-performing offers and focus.

Cash on Hand.  Spend, move, invest, or save today (no guessing).

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

Owner’s Pay. We track what you take home and help you grow it sustainably.

Monthly Financial Strategy Services

Where every dollar in your business has a place, purpose, and function so you can scale with confidence.

Introducing: The Overflow Method™ 
 financial support that does more than track numbers — it gives you a plan.

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You’re done avoiding your numbers.

You’re ready to hand off payroll tracking and contractor oversight.

You crave financial reports that make sense to you as a CEO.




You want monthly bookkeeping paired with proactive tax estimates.

You're Ready for a
Financial Strategist if:

You’re looking for a trusted partner to forecast and hold you accountable.

Our onboarding is designed to give you immediate clarity and structure. Within your first month, we host two strategic 75-minute sessions:

Session 1: Financial Systems Setup & Alignment.

We’ll assess your current setup, integrate necessary platforms, and take over payroll management so your backend is clean, streamlined, and ready for growth.

Session 2: Annual Forecasting & Strategic Planning

We’ll review your financial history, set annual revenue + profit goals, and build your first forecast using our Overflow Method.

Optional Cleanup Review
If you’re starting with a backlog, we’ll review YTD numbers, provide a tax estimate, and realign your goals for the rest of the year.

30-Day Onboarding

How Our Process Works:

Monthly:
  • Custom Performance Report comparing actuals vs. forecast
  • Personalized video walkthrough delivered via Slack
  • Slack access for real-time questions and team collaboration

Quarterly:
  • 60-minute Strategy Call to review trends and recalibrate
  • Strategic guidance to support CEO-level decisions


We keep you informed, supported, and focused on what matters—profit, clarity, and peace.

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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paid in full (monthly call bonus)

$6,000

MONTHly
for six months

$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: Your Full Financial Team. Focused on Growth, Not Just Compliance.

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

I help women entrepreneurs earning $250K–$1M grow their profits and lead with confidence through our signature Financial Strategy & Bookkeeping Services.

At Lovely Financials Group, we blend faith, financial strategy, and stewardship to help CEOs move from financial guessing to grounded decision-making. From cash flow forecasting to custom CEO reports, my team and I deliver the clarity and structure needed to build sustainable wealth—without burnout.

If you’re ready to keep more of what you earn and lead like the CEO you were called to be, we’re here to guide every step.

Meet Iyanna

financial strategist and CEO

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Get Supported!

Start your 30-day onboarding with a Legacy Planning Call and Bookkeeping Kickoff.

Accept Your Proposal

Book your kickoff calls to hand off finances and get monthly tax support.

Join Your Discovery Call

We’ll discuss revenue, profit, and your CEO pay.

What Happens Next:

FAQs

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Do you file taxes?
No, but we provide monthly estimates and CPA-ready books.

Do you work with my CPA or accountant?
Yes. We collaborate or connect you to our trusted partners. We’re also happy to connect you with a tax expert if you’re looking for one.

Do you just reconcile transactions?
No. We offer full-service bookkeeping: categorize, reconcile, and report.

Do you manage payroll?
Yes. We manage the setup and process, so you don’t have to.

What software do you use?
We work with QuickBooks Online or Xero.

Is the accounting software included in your pricing?
No, but we guide you to the best platform. You will own your subscription.

How long is onboarding?
2–4 weeks, even with cleanup.

Is there a long-term commitment?
6-month minimum, then month-to-month with 60-day notice.

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