Large with more blurred background

Chief Financial Officer

Together we create a strong Financial Foundation to support your goals in your life and business. Ms. Willmont works with CEO’s to align their company goals with their finances. The work is based on collaborating to create a system that supports you, the CEO, to run your company in a way that suits you. We meet privately in elegant and inspiring locations to keep your mind in a positive state.

We begin with building a Five Phase Financial Foundation:

  1. Discovery: Vision, Goals, Values, familial patterns, self-care and client care practices.
  2. Customize accounting system to produce clear and beautiful reports.
  3. Reporting without judgement.
  4. Create a Budget.
  5. Savings system for taxes, cushion, investments, goals and retirement.

Monthly ongoing CFO:

  • Assess profitability in all areas of the business, such as gross profit and overall company profit.
  • Refining your revenue model to maximize fulfillment and financial returns.
  • Financial cohesiveness by communicating with all financial members of your financial team including Tax advisor, bookkeeper, Investment advisor, Insurance advisor and Estate professionals to maximize savings using strategy.

Love your Business!

qtq50-1pQrTO

Schedule your free one hour discovery consultation today!

Schedule a call with Carenna Willmont at 310.923.3263, email at carenna@willmontfinancial.com or click the button to the right to schedule online.

For more testimonials please click here
Schedule Your Appointment Online