CFO Insight Session

Your first step toward disciplined financial leadership.

A private working session that brings clarity to your financial position, defines strategic direction, and determines the right level of CFO leadership for your business.

Donna McPherson

On‑Call CFO I CPA

In this working session, we will:

Assess your current financial position and identify what is driving performance.
Clarify profit, cash flow, and owner compensation priorities.
Identify structural gaps, financial constraints, and decision bottlenecks.
Determine the appropriate level of financial leadership required for your next stage of growth.

You will leave the session with clearer direction, defined financial priorities, and practical next steps whether or not we continue working together.

Session Fee: $250

Rescheduling is permitted with at least 24 hours notice. Your fee will be applied to the new session.
Cancellations, no shows, or late reschedules are not eligible for credit or refund.

Request a CFO Insight Session

Boutique practice. Limited capacity. Fit matters - for both of us.