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Carenna Willmont, Chief Financial Officer

Align Your Company Finances with Your Values

Ms. Willmont collaborates with CEO’s to align their company finances with their goals. The work is based on collaborating to create a system that supports you, the CEO, to run your company in a way that suits your goals.

Financial Foundation: Create a financially sustainable business built on solid ground.

  1. Discovery: Vision, Goals, Values, identify priorities for action plan.
  2. Customize accounting system to produce clear and strategically beneficial reports.
  3. Reporting to gain complete clarity, identify patterns and where the need for change occurs.
  4. Create a Budget.
  5. Savings system for taxes, cushion, investments, goals and retirement.

Strategic CFO: Financial cohesiveness by communicating with all members of your financial team including Tax Accountant, Investors, Bookkeeper, Investment advisor, Insurance advisor and Estate attorneys to maximize return on capital.

Choose which service areas you want taken care of every month:

  1. Support bookkeeper.
  2. Internal Audit for accuracy and tax deductions while ensuring documents are organized.
  3. Maintain Budget vs. Actual P & L Cash Flow including savings system.
  4. Revenue planning using our proprietary Formula: Passion + Time + Money = Happiness
  5. Balance Sheet maintenance coordination with financial team.
  6. Profitability analysis and planning.
  7. Tax coordination and planning with Tax Accountant.
  8. Maintain Savings system to build cash reserves.
  9. Coordinate and optimize retirement planning with financial advisor.
  10. Debt repayment management.
  11. External Audit ready.
  12. Hire and manage financial teammates. Encourage team equity in financial systems creating win-win dynamics.

BookkeepingHave data you can rely upon to make decisions.

  1. Ensure the accounting system has all the accounts included in the system.
  2. Reconcile all accounts and organize bank statements.
  3. Customize reports based on CFO guidance for data analysis.
  4. Accounts Payable.
  5. Accounts Receivable.
  6. Maintain organization of documents to support an internal/external audit.
  7. Sending monthly reports to CFO for review and discussion of trends, to then send to CEO.
  8. Prepare 1099’s.
  9. Coordinate with Tax Accountant on mapping, reporting and tax filing.
  10. Payroll integration.

Love your Business!

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Schedule your complimentary discovery consultation today to explore your next steps to accomplish your goals.

Schedule a complimentary discovery call with Carenna Willmont at 415.841.3289, email at carenna@willmontfinancial.com or click calendly.com/carennawillmont to schedule online.

Schedule Your Discovery Call

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