CFO Services

Move from Doer to CEO by developing the tools to grow & support your business.

Are you a 6-on-the-way to 7-figure entrepreneur?

You’re looking for advice. But every time you find an answer, it doesn’t quite seem to fit…and the next one contradicts what you found before!

Get answers that are right for you to questions like —

  • How much should I be paying myself?

  • What do I need to do to develop more consistency in my cashflow?

  • How can I make more money without working more hours?

  • How much do I need to be saving for taxes, hiring, and strategic growth?

Nice to meet you. I’m Mae!

My years as an experienced CPA and CFO to multi-6 and 7 figure entrepreneurs have prepared me to guide you through this exciting phase of your business as you complete your transition from the doer to the CEO.

I’ve created a structured CFO Services program to help you take control of your business finances to meet your end goal in mind, through an aligned and detailed approach.

We start with a recalibration

Set it on Repeat

We’ll refine your services in a way that aligns with the value you provide and your own business goals.

Create Consistent Cash

Review your numbers and determine your unique formula for developing consistency in your income.

Develop A Clear Plan

Set up a clear plan for paychecks, taxes, and growth, while creating space and time to step away.

✅ Increasing revenues...

✅ Forward planning...

✅ Increasing profits & take home pay...

✅ Understanding marketing ROI...

✅ Increasing cash flow & cash on hand…

✅ Re-pricing & repackaging services…

✅ Increasing business valuation...

✅Accountability & setting objectives...

  • "Mae has been such an amazing source of guidance and support for us

    …especially in the last year when we've had a lot of strange financial circumstances. We wanted to make sure that they were accounted for correctly - and she was so helpful in making sure that these one-off things were taken care of appropriately!

    In addition, Mae is a rock-star at knowing all of the little nuances in tax code, credits and how to best structure your finances to maximize your earnings. As a self-employed business owner, this has been so beneficial for us. I have so much peace of mind knowing that Mae is watching our finances and making sure we're doing things the right way. Thanks Mae - you're a gem!”

    -Heather R.

  • "Mae is amazing!

    She helped me with my taxes/planning and I now feel in control and like I have a plan. She answers my questions and explains things in a way that's easy to understand and doesn't talk down to me when I don't get it. I love that I have her on my team and have peace of mind. I'm now excited about money and what it can do for me. Highly recommend Mae!!! I can't say enough good things about her!!!!”

    -Shannon G.

  • "Mae was an amazing help for my husband and I this year.

    It was our first time filing since starting our marriage and my business, so I knew there were a lot of intricacies that we wanted to make sure were handled correctly.

    Not only did she prepare our taxes in the best way to make sure we got the highest refund possible, but she kept us in the loop throughout the whole process and even talked us through my husband's unemployment application when he was furloughed due to COVID-19.

    Overall, Mae is an amazing CPA, who is incredibly knowledgeable and cares fiercely about the people she serves.”

    -Renee K.

  • "Mae was recommended to me and I couldn’t be happier!

    I live & own a small business in another state and I felt very confident with the systems & processes Mae uses to make sure they receive all the information they need to do my taxes. Mae was really helpful and made sure that I understood everything. I will be back next year!”

    -Brian O.

What’s Included?

The first step is a DEEP DIVE into your business and personal goal.

We continue to meet and refine your business consistently through…

  • Monthly 40-minute strategy sessions 🡺 What’s the aim and how do we get there?

  • Weekly 20-minute realignment calls 🡺 Stay on target….

  • KPIs & Metrics 🡺 What gets measured, gets managed.

  • Projections & forecasts 🡺 Shoot for the stars…and track where we land.

  • Financial report interpretation 🡺 We translate your numbers to actionable steps.

    The best part? It’s not just for your business, but for the business of your dreams.

Start with the end in mind!

In the Dynamic World of Business,

Visionaries Like You, Deserve Every Strategic Edge.

For a business leader like you, who’s not just running a company but building a legacy, the insights of a seasoned CFO are invaluable. It’s about elevating your financial management to match the scale of your aspirations.

With a CFO by your side, you gain more than just financial oversight. You unlock a world of strategic planning and risk mitigation tailored to the unique rhythm of your business. A CFO brings to the table a deep understanding of financial trends, industry benchmarks, and the nuances of operational efficiency. This expertise is crucial for making informed decisions that not only optimize your current resources but also pave the way for sustained growth and enduring success.

Think of CFO services as your strategic compass in the business world, offering the clarity and direction needed to navigate the complexities of entrepreneurship. It's this level of financial guidance and strategic foresight that distinguishes thriving businesses from the rest.

With CFO services, you’re not just staying ahead in the game; you’re redefining it, crafting a journey that resonates with your vision and values.

Do I Need CFO Services?

Think of a CFO as your financial co-pilot – a Chief Financial Officer whose expertise is pivotal in optimizing your business's performance. This optimization is not just about immediate gains; it's about enhancing the value of your business to all stakeholders, be it shareholders, investors, or even yourself.

As an entrepreneur dedicated to scaling your venture, imagine having the power to significantly boost your company's cash flow, profitability, and growth potential. That's what CFO services bring to your table – expert guidance that propels your company's growth, yet at a more accessible cost compared to a full-time CFO. With Aligned Wealth Strategy’s personalized CFO services, we focus on moving your business forward, aligning with your strategic goals.

The CFO role transcends mere financial oversight. Working alongside other senior managers, a CFO plays a crucial part in shaping long-term decisions. While in financial sectors, this is a top-tier role, in other industries, it's equally vital, often ranking just below the CEO. Our services are designed to fill these critical duties, ensuring the enduring success and growth of your business.

This isn’t just about financial management; it's about securing your legacy and ensuring the long-term triumph of your entrepreneurial journey.

Are you ready to step into the role of CEO for your business?