SERVICES
You don’t need a full-time CFO to build a profitable business. You need structure.
We work with growing founders to build financial clarity that makes profit measurable, strengthens margins, and supports the life you’re building.
Two ways to get there.
FINANCIAL DEEP DIVE
A focused, strategic review of your numbers. In a few weeks, you’ll understand exactly where profit is made, where it’s leaking, and what needs to change.
WHAT'S INCLUDED
- Financial Analysis – Review your books, margins, and cash flow trends.
- Margin & Cash Review – Identify profit leaks and trapped cash.
- Strategy Sessions – Weekly 60-minute working sessions focused on profit, growth and building a business that fits your life.
- KPI Alignment – A system to track the numbers that actually move your business forward.
- Strategic Roadmap – A prioritized plan for action.
- Founder Education – We teach you to read your numbers so you never feel lost in your own business
- Owner Alignment – Keep your business pointed toward the life you’re actually building, not just growth for its own sake.
- Custom Reports – Simple visuals that show exactly where your business stands at a glance
- Expense Audit – Find where your money is working and where it’s quietly disappearing
- Labor Review – Audit labor efficiency. Align staffing with demand.
Already a Deep Dive client? Keep the momentum going with ongoing strategy sessions and financial accountability.
Financial Strategy Sessions
- Review updated KPIs and cash position
- Analyze marketing & operational ROI
- Adjust strategy based on performance
- Maintain alignment between business growth and personal goals
“The Informed Financials Deep Dive has been a great experience that has opened my eyes to new ideas to better run my business and also reduce my risk. I would highly recommend them to any small business owner.”
Darren Chilson
Owner, One Pro AVL
Advisory level Bookkeeping
Most bookkeepers stop at the numbers.
We do not.
Clean books are the foundation. But knowing what your numbers mean is where founders actually get ahead. Our bookkeeping team works alongside our financial advisors so you get accurate records and the strategic layer to act on them.
WHAT'S INCLUDED
- Monthly advisory session with your financial team
- Profitability analysis and margin review
- Cash flow forecasting and planning
- Guidance on pricing, expenses, growth decisions, and capital structure
- Monthly transaction categorization and reconciliation
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Sales tax preparation and filing
- Year-end close and CPA-ready financials
- Special projects upon request
Not ready for the full advisory level bookkeeping?
We also offer traditional bookkeeping for founders who need accurate, reliable records without the strategic add-on.
Same trusted team. Clean books every month.
This Is For Founders Who:
- Are doing meaningful revenue but unsure about true profitability
- Want to pay themselves confidently
- Are growing quickly without clear margin structure
- Want their business to support their life. Not consume it.
The Informed Difference
Get Started With A Free Profit strategy call
Disclaimer
The information provided by Informed Financials is for educational and informational purposes only. It does not constitute financial, investment, accounting, tax, or legal advice.
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