CFO Strategy Intensive™
A focused, one-time CFO session to uncover what’s holding back your cash flow and profit, then build a clear plan for your next 90 days.
INTRODUCING..
The CFO Strategy Intensive
You’ve built a successful consulting firm. Now you want to know where your money is going, what’s affecting your profit, and which financial decisions deserve your attention next.
Before we meet, I’ll review your financials so we can make the most of our four hours together. We’ll examine your cash flow, profitability, and potential tax opportunities, then turn what we find into a practical 90-day action plan for your firm.
Four focused hours together. A clear plan for what comes next.
No ongoing Virtual CFO engagement required.
Common Problems We Solve Together
Why isn't cash flow keeping pace with revenue?
Are we paying more in taxes than we should?
Can we actually afford our next hire and what should we pay them?
How much cash should we be keeping in reserve?
Which of our services are actually profitable, and which are draining us?
Can we confidently move on this opportunity, or is it too risky right now?
If one of these problems affects your firm, we’ll review what your numbers reveal, identify what’s driving it, and work through your options together.
You’ll leave knowing which actions to prioritize in your 90-day plan.
What Happens During Your CFO Strategy Intensive
Before we meet: I review your financials and the concerns you want to address, so our time together starts with context.
During our four hours together: We examine what your numbers reveal about cash flow, profitability, and potential tax opportunities. We work through the decisions that matter most to your firm.
After the Intensive: You leave with a 90-day action plan that sets out your priorities and next steps.
What Happens Inside Your
CFO Strategy Intensive
Know where your cash is tied up, which services drive profit, and whether your firm can afford its next hire or investment. Together, we’ll identify opportunities to improve cash flow, address profit leaks, and plan ahead for taxes, so you can make your next moves with a clear view of what your business can support.
Pre-Day Financial Review
You'll submit your P&L balance sheet, cash flow, debt, payroll, revenue by service/client, tax information and goals. We review all information in advance so we can make the most of our time together
Financial Diagnosis
You walk through what the numbers are revealing: where revenue is going, profitability trends, cash flow problems, margins, expenses, debt, taxes, and financial risks they may not recognize.
Profitability Deep Dive
Determine which services, clients, or areas of the company are actually producing profit. Identify profit leaks, pricing or margin issues, unnecessary spending, and places where revenue isn't converting into cash.
Cash Flow Strategy
Look at cash requirements, upcoming obligations, reserves, owner compensation/distributions, hiring, investments, and what could create a cash crunch over the next 90 days.
Tax Opportunity Review
Identify potential tax-planning opportunities, estimated tax exposure, and areas that need deeper tax strategy. This isn't tax preparation
CEO Decision Session
We address your questions about hiring, raising prices, opening another location, taking distributions, and why a company can generate substantial revenue but still struggle with cash
90-Day Financial Action Plan
They leave knowing exactly what needs to happen over the next 90 days, in priority order.
60-Day CFO Support
Get support and guidance for 60 days, so you can ask questions, gain clarity, and get the help you need as you put your CFO strategies into action.
Built around the Say Yes To Profits Framework:
Your Proven Path to Consistent Cash Flow, Predictable Profit & Less Taxes
Meet Your CFO
Dr. Octavia Conner
Founder & CEO | Say Yes To Profits® | Award-Winning CFO
Financial Strategist | Professional Speaker | Author
Dr. Octavia Conner is an award-winning CFO, financial strategist, professional speaker, author, and Founder and CEO of Say Yes To Profits®, a nationally recognized Virtual CFO firm that helps scaling CEOs gain financial clarity, improve cash flow visibility, increase profitability, and grow your consulting firm with confidence.
With more than two decades of experience in accounting, finance, and tax strategy, Dr. Octavia has dedicated her career to helping entrepreneurs build financially healthy businesses that create lasting wealth.
After leaving Corporate America to pursue entrepreneurship, she faced significant financial hardship and had to rebuild her business from the ground up. Through resilience, strategic financial management, and disciplined execution, she transformed that experience into a mission to help business owners avoid costly financial mistakes and build sustainable, profitable companies.
Today, Dr. Octavia specializes in helping CEOs of growing consulting firms gain financial clarity and turn revenue into consistent cash flow and predictable profitability.
Through her proven Say Yes To Profits® Framework, she equips business owners with the financial strategies, systems, and structure needed to scale strategically, improve operational efficiency, and build financially sustainable companies.
Her expertise has been featured in Forbes, Essence, Fox Soul, Fox 5 News, Authority Magazine, Sheen Magazine, Rolling Out, and numerous other media outlets.
She is the recipient of the 2024 Most Influential Speaker Award and the Presidential Lifetime Achievement Award. She has been recognized as one of the Top 50 Accountants in North America for two consecutive years and one of the 50 Most Powerful Women in Business in Atlanta Ga.
Trusted by Leading Publications
Dr. Octavia's insights and expertise have been featured by respected media outlets and publications.
The CFO Strategy Intensive Is Right for You If You…
Lead a growing, founder-led consulting firm or service-based business and want a clearer picture of what’s happening financially.
Have revenue coming in but need to understand why cash flow or profit isn’t where you want it to be.
Are weighing a decision about hiring, pricing, investing, or pursuing a new opportunity.
Want to know which financial priorities need your attention first.
Are ready to act on what we uncover together.
Proven Results From CEOs Who Stopped Guessing and
Started Leading With Financial Clarity
See how Say Yes To Profits has helped business owners gain clearer numbers, stronger financial direction, and the confidence to make decisions that support profitable growth.
Helped Her Strengthen Her Offers, Systems, and Financial Confidence
When Kelsey Stine of Vela Creative Co. came to Say Yes To Profits, she wanted more clarity around her offers, onboarding process, and the financial tools needed to support future growth. Through our work together, we helped her refine key parts of the business, improve financial visibility through forecasting, and gain more confidence in the decisions she was making as a CEO.
Helped Her Gain Confidence and Clarity Around Her Business Finances
When Lynne Hart of Party Favors Ink came to Say Yes To Profits, she needed stronger financial guidance to better understand what was happening inside her business. Through our work together, we helped her gain more clarity, feel more supported in her financial decisions, and move forward with greater confidence as the CEO of her company.
Created the Financial Clarity to Buy a Home
and Hire Support
When Allison Simon of Black Being came to Say Yes To Profits, she wanted more confidence around her financial plan, taxes, and the decisions she had been trying to make for years. Through our work together, we helped her gain the clarity to move forward with buying a house, take needed time away from the business for her health, and bring on her first assistant with more confidence.
Helped Her Understand the Numbers Behind
Repeatable Growth
When Phillitia Charlton of Charlton•Charlton & Associates came to Say Yes To Profits, she wanted stronger financial guidance to better understand her profit and loss statements and what the numbers were revealing. Through our work together, we helped her gain the clarity to look at her financials with more confidence, create stronger financial structure, and support growth that could be repeated with intention.
Getting Started Is Simple
Step 1
Secure Your Intensive
Choose your date and tell us about your firm and the decisions you’re facing.
Step 2
Send Your Financial Information
We’ll give you a document checklist and a secure way to submit what I need to review.
Step 3
Meet With Dr. Octavia
We’ll spend four focused hours working through your priorities. Afterward, you’ll receive your written action plan and 60 days of CFO support.
Choose How You’d Like to Book Your
CFO Strategy Intensive
Both options include the full CFO Strategy Intensive, a written action plan, a
30-minute check-in, and 60 days of CFO messaging support.
ONE PAYMENT
$3,000
One payment when you book
Paid-In-Full Bonuses
General admission ticket to Say Yes To Profits Live 2027
Profit Leader CEO Gift Box
Say Yes To Profits Podcast CEO Spotlight Interview
TWO PAYMENTS
$1,750
Two payments of $2,500 · $5,000 total
$2,500 due when you book. Second $2,500 payment due 30 days later.
Frequently Asked Questions
Question 1: Is this the same as hiring a Virtual CFO?
No. The Intensive is a focused, one-time engagement with a defined follow-up support period. Monthly Virtual CFO advisory is an ongoing partnership.
Question 2: What if I have more than one financial problem?
That’s common. We’ll look at how your concerns connect, then prioritize the decisions that will have the greatest impact on your firm.
Question 3: What type of ROI should I expect?
Results depend on your business and the actions you take afterward. The immediate value is understanding what your numbers reveal, where opportunities or risks need attention, and which decisions to make next. We don’t promise a specific dollar return.
Question 4: What is included with the service?
Before we meet, I review your financial information. During our four hours together, we work through a financial diagnosis, profitability deep dive, cash flow strategy, tax opportunity review, and the decisions facing your firm. You’ll receive a written 90-Day Financial Action Plan, a 30-minute check-in call two weeks later, and 60 days of CFO Voxer support to help you put your plan into action.
Still Have Questions About the Intensive?
Share a few details about your business and what you would like support with.
Our team will review your inquiry and follow up with the next step.
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