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Carenna Willmont, Chief Financial Officer

Align Your Company Finances with Your Goals

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.

We begin with building a strong Financial Foundation:

  1. Discovery: Vision, Goals, Values, 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.

Strategic CFO:

  • Financial cohesiveness by communicating with all members of your financial team including Tax advisor, Investors, Bookkeeper, Investment advisor, Insurance advisor and Estate attorneys to maximize return on capital.
  • Monthly review of 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 for strategic decision making.
  • Refining your revenue model to maximize fulfillment and financial returns.
  • Support cash reserves to increase financial peace of mind.

CEO Mindset:

  • Guide and support decisions for financials and leading your company.
  • Uncover mental blocks using practical tools to empower you to build your dream company.
  • Use psychological and neuroscience tools to build a great culture for the company based on your values and goals.

Love your Business!

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Schedule your free 30 minute discovery consultation today!

Schedule a 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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