CFO Connect
Monthly 1:1 CFO Support - without the full-time CFO price tag
Running a business is hard enough. Your finances shouldn’t be the part that keeps you up at night.
CFO Connect gives you a direct line to Becky — your personal CFO on call — so you can get answers, direction, and accountability every month.
No more second-guessing your books or wondering if you’re “doing it right.” Whether you need help reading your financial reports, planning for profit, or untangling QuickBooks, Becky’s got you covered.
With monthly 1:1 calls and ongoing chat access, you’ll always have expert guidance just a message away. Keeping you moving forward with confidence.
And if you’re not sure what you need each month? Becky will help you identify what matters most for your stage of business so you can build your financial skill set over time - not just fix fires as they pop up.
What You’ll Get Each Month
A 30-minute private strategy call with Becky (customized to your business goals)
Unlimited chat support for quick questions and financial clarity between sessions
Reminders and accountability for important tax and business deadlines
Training checkpoints to help you understand your numbers and grow your financial confidence
Option to save $600/year (4 months free!) with an annual plan
As a CFO Connect member you receive: (1) 30 minute private 1:1 call with Becky each month ✦ On-going chat support (direct with Becky) ✦ Personal guidance with accounting & financial questions and issues. → → Got a quick question? Becky's got a quick answer! Chat support eliminates lengthly calls and keeps you moving forward. → → Need deeper guidance?Monthly private calls support you exactly how you need. → → Not sure what you need this month? Training checkpoints develop your financial knowledge