Financial leadership grounded in clarity and disciplined execution.

We focus on financial visibility, proactive decision making, and measurable outcomes to ensure your business supports both growth and long‑term wealth.

Donna McPherson

On Call CFO | CPA

We Provide CFO-level Leadership

Most established businesses already have a bookkeeper, an accountant, and a tax professional.

What’s typically missing is financial leadership that turns the numbers into direction, priorities, and disciplined execution.

Without dedicated financial leadership, decisions become reactive, cash flow becomes unpredictable, and growth slows.

We provide structured CFO-level oversight designed for companies in serious growth.

This is a boutique, Donna-led practice. You receive senior-level financial leadership supported by disciplined systems, and direct access to your CFO.

Levels of Financial Leadership

Our engagements are structured around your stage of growth and the level of financial leadership required.

Each level increases in depth, frequency, and level of execution accountability.

Monthly CFO Leadership

Embedded CFO leadership with direct financial oversight and executive support.

Request CFO Leadership

Quarterly CFO Advisory

Ongoing strategic oversight to strengthen performance, cash flow, and execution.

Engage CFO Advisory

CFO Profit Blueprint

Build the financial foundation that aligns profit, cash flow, and owner compensation.

Start the CFO Profit Plan

CFO Profit Blueprint

Build the financial foundation that aligns profit, cash flow, and owner compensation.

Start the CFO Profit Plan

Quarterly CFO Advisory

Ongoing strategic oversight to strengthen performance, cash flow, and execution.

Engage CFO Advisory

Monthly CFO Leadership

Embedded CFO leadership with direct financial oversight and executive support.

Request CFO Leadership

Each engagement begins with a CFO Insight Session

CFO Profit Blueprint

When you need a plan you can actually run your business on

For business owners ready to move beyond reactive decisions and operate with financial clarity.

Purpose

Build a disciplined financial framework that aligns profit, cash flow, and owner compensation.

You Gain

  • A clear financial roadmap tailored to your business

  • Real visibility into profit and cash flow

  • Alignment between financial targets and operations

  • A plan your team can execute with discipline

This is a working financial plan, not a static document.

Quarterly CFO Advisory

When you need ongoing CFO oversight and accountability

For businesses that require financial leadership - without full monthly integration.

Purpose

Keep financial performance, cash flow, and growth aligned through structured oversight.

You Gain

Monthly Financial Oversight

  • Review of financial reports and key performance indicators

  • Early identification of risks and course correction

  • Accountability and support for your bookkeeper or accountant

Quarterly Strategic Direction

  • Structured performance and cash flow review

  • Profit optimization guidance tied to your Profit Plan

  • Clear financial targets for the next quarter

This is structured executive oversight - not day‑to‑day bookkeeping.

Quarterly CFO Advisory begins with a CFO Profit Blueprint.

Monthly CFO Leadership

When you want embedded CFO leadership and disciplined execution

Integrated financial leadership across monthly oversight, quarterly strategy, and annual planning.

Purpose

Lead the financial operations of your business with executive‑level structure and accountability.

You Gain

Monthly Financial Leadership

  • Oversight of bookkeeping, reporting, and cash flow

  • Active management of financial priorities

  • Real‑time decision support

  • Execution accountability

Quarterly Strategic Direction

  • Performance review and financial optimization

  • Alignment with growth and profit targets

Annual Financial Strategy

  • Comprehensive year‑end financial review

  • Strategic planning for the next fiscal year

  • Coordination with your tax professional to improve profitability and reduce tax exposure

This is embedded financial leadership, not advisory alone.

Request Monthly CFO Leadership

Not Sure Which Level of CFO Leadership

Is Right for You?

The CFO Insight Session is a focused working session designed to clarify where your business stands financially and what level of CFO leadership is required next.

We assess your financial structure, identify execution gaps, and determine the right level of support for your next stage of growth.

Book Your CFO Insight Session

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

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