CFO Services
Build Wealth That Feels Well
A 3-month 1:1 mentorship for business owners ready to move from confusion to clarity.
Get full visibility of your numbers and the confidence to lead in a way that supports both you and your vision.
(monthly retainers available after mentorship)
You’re in business to make money AND create freedom, fulfillment, and sustainable success—on your terms.
Yet, somewhere along the way, things got murky…
You’re not new to business—but something feels off.
You’re stuck in a cycle of second-guessing.
You’re avoiding your numbers even though you know you shouldn’t.
You’re ready to…..
Feel at home in your business
Understand what your numbers are really saying (without shame or confusion)
Make financial decisions rooted in clarity and confidence.
Lead with alignment and trust in your own way forward.
This isn’t not just reports and telling you to hustle harder, force strategies, or chasing someone else’s version of success.
This is a Return to you. Your Rhythm, your wisdom, your definition of wealth
Through reflection, insight, and guidance that sees the full picture. With someone who can hold space while you see it for yourself clearly, intuitively, and without judgment.
This is where it begins.
The journey looks like:
A 3-month 1:1 mentorship to reconnect with your numbers, strengthen your financial foundation, and lead your business with clarity, confidence, and integrity.
Together, we’ll explore:
What your numbers reveal about patterns, priorities, and possibilities
Where your business may be out of alignment—energetically, financially, or operationally
How to build a more honest, empowered relationship with your finances
Supportive tools like a soul-aligned dashboard, a rolling cash flow, or a blend of both, customized to fit your needs and season of business
What’s included:
Two 60-minute 1:1 virtual sessions per month
Off-week check-ins
Your choice of one tool:
Soul-aligned dashboard (3–5 key financial metrics)
13-week rolling cash flow
Investment $5,000 CAD
Want both tools? $6,500 CAD
Payment plans available
Note: All tools are customized for you and maintained by you or your bookkeeper.
Monthly retainers available after completion of 3 month mentorship
What’s not included:
Tax filing or replacement of your accountant
Day-to-day bookkeeping
However, we’re happy to collaborate with your existing financial team to ensure alignment and clarity
Ready to get started?
What people are saying
“Chrissy's brilliance in optimizing our financial processes, coupled with her keen eye for operational improvements, has elevated our team to new heights. We are not just grateful for Chrissy; we are indebted to her for the invaluable impact she has made. You truly are brilliant and have a gift!!”
– Julie Humphreys
Co-owner, Jaden Enterprises, JT Motorsports, Miramichi Honda
”My only wish is that I would have worked with Chrissy earlier. Before working with Chrissy, I had no clue how my business was doing financially. The bookkeeping was a mess. Chrissy not only supported me in cleaning up my numbers, she mentored me in understanding them and helped me see solutions for the challenges inside my operations that worked for me."
– TERI-LYNN DEMPSEY
Owner & CEO, DataGuide Technologies
"Before working with Chrissy we were overwhelmed, stuck in the mud. Now we are in 4 wheel drive, full speed ahead. Never have we worked with someone giving us so much value and momentum in such little time. Even our General Manager felt the huge shift without working directly with Chrissy. (I’d like to add fireworks in the background of this testimonial, if possible!)”
– Carole Surrette
Rottne Canada Inc
"We reached out to Chrissy because we didn't trust our numbers. Something was off. With her help and guidance, we now have confidence in relying on results to lead our profit with more clarity, alignment and confidence. As a bonus, our financial processes have become more refined, purposeful and efficient."
– John and Brad
Owners, Mapleton Pharmacy Limited
This is not one size fits all CFO support.
Because clarity isn’t found in another generic strategy.
Your numbers tell a story. Not just about revenue or expenses, but about patterns, priorities, alignment, and what’s really asking for attention.
This mentorship helps you uncover the root of what’s really driving results so you can move beyond surface fixes, make decisions with deep self-trust, and build wealth in your business that feels well.
We don’t just track metrics.
We reflect, interpret, and integrate so your business grows in a way that supports you and the bottom line.
Why This Works
If you’re ready to feel confident in your numbers, clear in your decisions, and supported in building wealth that feels well, let’s connect and explore if this mentorship is the right fit.