To answer the questions that keep you up to at night

THE FINANCE AGENCY PRESENTS

Affordable access to CFO support and guidance to confidently make decisions in your business

No matter your business stage, from startup to expansion, finance-related questions are inevitable 

Searching online often leads to generic answers that don’t address your specific challenges or reflect the unique context of your business.​

Get access to reliable and private financial guidance with our CFO Hotline, helping you understand your finances better and make confident, informed decisions for your business.

A budget isn’t telling you no,

it’s telling you when

CFO Hotline

We provide business owners with a customized financial forecast, offering a clear visual representation of your business and financial activities. But we don't stop there.

Many think budgeting is a yearly task. It's not! Your financial roadmap needs regular updates to stay relevant and useful for decision making.

Don't just set it and forget it. Stay on top of your finances with our ongoing support. Make every decision count with a constantly updated view of your business's financial health.

Know your numbers. Grow your business.

We offer:

  • Custom-built financial forecasts

  • Monthly support and guidance

  • Regular reviews and updates

We help you:

  • Understand your numbers

  • See the impact of your decisions

  • Make informed choices based on current data

Get CFO level support, at a fraction of the cost

How It Works

CFO Forecast

We build custom forecast based on your historic information, that provides a visual representation of how you want to financially operate your business.

It includes our recommendations on what your sales targets need to be to cover your costs and operate with healthy profit and cash.

CFO Support

We refresh your forecast monthly and help you understand your numbers.

Our team is available to answer questions through various channels: Slack, Voxer, email, and text.

You'll receive financial recommendations and insights, empowering you to make informed decisions for your business's growth and success.

Why Choose Us

Reliable

Search engines often provide outdated information, leaving you unsure if you've found the right answer. Get dependable, current information you can trust.

Specific

Receive guidance tailored to your specific business and questions, eliminating the need to adapt general information to your unique situation.

Human

AI has revolutionized support for business owners in many ways, yet sometimes the insight and judgment of a human expert is irreplaceable.

Confident

Gain a go-to resource that offers support, serves as your accountability partner, and acts as your biggest cheerleader!

Hello friends!

With nearly 15 years of experience in the field, and building our bookkeeping firm, The Finance Agency, I've focused on helping entrepreneurs improve their profitability and manage their cash flow effectively.

I understand that finance can be daunting, filled with uncertainties and confusion about what the numbers mean or how to handle financial challenges effectively.

That's why I wanted to provide entrepreneurs with the CFO Hotline.  But think of me as more than just a resource for quick questions—I'm here as your on-demand finance partner, ready to assist whenever you need clarity or support in making informed business decisions.

What People Are Saying

“Louise and her team provide guidance, strategy, and insight, all which is needed to grow the business from a financial perspective. ”

— Social Media Agency

“Working with Louise has changed the way I view what's possible in my business. I'm approaching my money management with the eyes of a CEO for the first time.”

— Influencer/Content Creator

“Lou took the time to educate me in a fun and non-intimidating manner, giving me the confidence, smarts, and tools to run my business both efficiently and effectively. ”

— Interior Design Firm

“Working with Lou has taken a huge weight off my shoulders. It is so refreshing to be able to see my financial future so clearly and have someone to bounce ideas off of.”

— Marketing Consultant

CFO HOTLINE

  • You'll receive a tailored Financial Plan using historic data in your accounting system, creating a comprehensive roadmap for your business.

    This tool outlines your financial goals, strategies, and projections, empowering you to confidently navigate your company's financial future.

  • We refresh your financial forecast automatically each month, incorporating your latest bookkeeping data.

    This provides real-time visibility into your current financial position, empowering you to make informed decisions for your business's future.

  • Direct access to CFO level support for a fraction of the cost.

    Get your questions answered and receive guidance from our experienced financial professionals.

    We're here to help you make informed business decisions so you understand your numbers.

  • By understanding your numbers and using a smart budget, you can make better decisions.

    You'll spot opportunities to save money, allocate resources effectively, and increase your profits. It's your path to sustainable growth.

  • CFO Forecast - One-time fee $500

    CFO Support - $149/mth

    You will sign up for CFO Support once you receive your CFO Forecast.

    MUST USE QUICKBOOKS ONLINE FOR THIS SERVICE

FAQs

  • There is no specific time or metric for when you need financial support and guidance.

    This resource is here for when YOU are ready to understand your numbers and make informed decisions.

  • Nope! You will have to sign up for Slack if you want a private Slack channel but you can use the free version.

  • Voxer is a free app that you would download on your phone which allows us to send voice memos - think of it as a walkie-talkie.

    If you aren't able to listen the message then it will transcribe the message so you can read it! It allows for instant communication for when you're on the go!

  • There are no calls included in CFO Hotline which is why we are able to keep this subscription at a low cost.

    However, feedback from our clients is that they prefer Slack/Voxer as it still provides instant form of communication without having to wait and schedule a call to get your questions answered.

    Plus who wants another meeting on their calendar?!

  • Lou will answer any question to the best of her ability based on knowledge, experience, and education.

    However, this service isn't a substitute for tax, legal, or financial advice from a professional who is aware of the facts and circumstances of your situation.  This is for educational purposes only.

  • Yes! We will need add us as an accountant to your QuickBooks Online account so we can update your forecast with the latest information.

  • CFO Hotline provides financial support and guidance.

    If you need extra support like QuickBooks catch-up or monthly bookkeeping The Finance Agency can help!

    Reach out to concierge@thefinanceagencyllc.com for more information

  • Don't worry! If you're not sure what you should be asking we'll be providing prompts and questions to help you know what to look for in your business.

  • It's a month-to-month subscription. Although we'd want to continue supporting you, you can cancel at any time.