Show Your Money Who’s the Boss
Finance Savvy CEO® helps ambitious leaders of $1M+ service-based businesses gain the financial clarity and confidence to scale profitably, raise capital, and lead boldly. Whether you need a Fractional CFO, accurate financial forecasting, or a trusted partner to prepare your business for investors, we turn complex financial strategy into clear, actionable insights—so you can focus on growth. Our founder is also a high-demand financial strategist and keynote speaker, trusted by CEOs and industry leaders nationwide.
AS SEEN IN
FRACTIONAL CFO SERVICES THAT HELP CEOs SCALE SMARTER
Most CEOs didn’t start their businesses because of their love for finance—but every growth decision comes down to the numbers. At Finance Savvy CEO®, we act as your financial co-pilot, blending Wall Street precision with practical business strategy to help you:
- Confidently manage cash flow and forecasting guidance
- Create financial strategies that attract investors.
- Build scalable systems that fuel long-term profitability.
of business owners don’t fully understand their financials.
1
%
of closures are linked to cash mismanagement.
1
%
of CEOs admittedly avoid their numbers until it’s too late.
1
%
We simplify your financial situation so you can stop guessing and start leading like the CEO your business needs.
SIMPLIFY. EMPOWER. SUPPORT.
WE SIMPLIFY FINANCE
We take the mystery out of your financial numbers.
WE EMPOWER YOU
We equip CEOs to make bold, strategic, data-driven decisions.
WE SUPPORT YOU
We’re your ongoing partner, not just a consultant.
Why Choose
Finance Savvy CEO®
Not Just Another CFO Service—Your Strategic Partner in Growth
Unlike traditional CFO firms that focus only on compliance, taxes, and reporting, Finance Savvy CEO® goes deeper. We combine financial expertise with CEO leadership coaching to help you:
- Develop forecasts investors actually trust.
- Understand the story behind your numbers.
- Lead your business with confidence, not confusion.
- Learn how to not only read the numbers, but to use them to drive strategy and capital growth.
As a recognized financial partner and fractional CFO keynote speaker for corporations and government organizations alike, we bring real-world financial leadership insights from the stage directly into your business strategy.
Our Core Financial Services
We provide solutions designed to help you manage your finances with clarity and confidence.
Strategic financial leadership without the full-time cost. Scale smarter, forecast confidently.
Custom-hosted trainings designed to demystify your numbers, build financial confidence, and turn strategy into success.
Custom-built forecasts and action plans that align your financial roadmap with your growth goals.
Membership & Ongoing Support
Become a Finance Savvy CEO® Insider
Our membership program provides ongoing financial coaching, tools, and accountability designed to help high growth CEOs lead boldly and grow sustainably.
Download the 10 Things Investors Want to Know About Your Finances Before Investing in Your Business
START LEARNING
Free Resources
We equip CEOs with the knowledge, tools, and insights to master their numbers.
LISTEN TO OUR PODCAST
Strategies for scaling with confidence
READ OUR LATEST BLOG POST
Insights for service-based CEOs
RESOURCES WE LOVE TO USE
Investor-ready models and resources
Shop Templates & Tools
Investor-ready models and resources
SUCCESS STORIES FROM BUSINESS OWNERS LIKE YOU
Marguerite helped us build a financial process that will be a cornerstone to managing our operations in the future. Her expertise is astounding, she has a way to reduce any mini panic attacks for anyone who isn’t comfortable with numbers and managing the financial aspects of their company. We appreciated all of help and support. Marguerite, thanks again!
Linda G.
Founder & CEO, Dani Lin
You’ll be happy to know that I’m only using the profit playbook spreadsheets only at this point with no other external automated services:) Working with you was the best investment I made last year.
Dr. Kala Fleming
Founder & CEO, Diaspora AI
You are the best at what you do, so you always create winners. I can’t thank you enough for how much I have grown.
Deborah D
Founder & CEO, Textures of the Soul
Frequently Asked Questions
A Fractional CFO provides strategic financial leadership without the cost of a full-time hire. At Finance Savvy CEO®, we act as your financial partner—building financial forecasts, managing and improving cash flow, preparing investor-ready reports, and guiding CEOs through growth, funding, or exit decisions. Unlike bookkeepers or accountants, we focus on go forward strategy, not just reporting on the past.
Simply book a consultation through our website. We’ll discuss your business needs and recommend the best services to support your financial goals.
All our services are available virtually and we also travel world-wide for in person opportunities, allowing us to support clients across the U.S. and globally with flexible, high-impact financial solutions.
We have over 19 years of financial expertise, combining corporate, small business, and entrepreneurial finance experience with personalized support for our CEOs. We focus on making finance understandable, strategic, and aligned with your business goals.
We support both early-stage startups and established businesses alike. Whether you’re building from the ground up or looking to optimize your financial operations, our services are customized to meet your specific needs.
Ready to Scale With Confidence?
Finance Savvy CEO® empowers ambitious CEOs with the clarity, direction, and financial strategy to grow profitably and attract capital.
Whether through 1:1 advisory or as a sought-after keynote speaker, our mission is the same: to help CEOs show their money who’s boss.