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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 strategically beneficial reports.
  3. Reporting without judgement, identify patterns and where the need for change occurs.
  4. Create a Budget.
  5. Savings system for taxes, cushion, investments, goals and retirement.

Monthly Cash Flow CFO:

  • Detailed financial reporting to gain clarity for strategic decision-making.
  • 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.
  • Support saving to increase financial assets.

Love your Business!


Schedule your free one hour discovery consultation today!

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

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