Our Services

What We Focus On At Fit CFO

Business Financial Coaching

We provide one on one business financial coaching. This includes:

Monthly phone calls and emails
Unlimited support with your coach
Business organization and structure
Monthly review of your business trends and financial reports

You will receive absolute accountability for your goals. We will educate you on financial basics so you can learn how to make informed financial decisions about your business.

Tax Planning

We take a proactive approach to prepare you for tax time, so no surprises hinder your progress toward your goals. As business coaches, we would not be doing our job if we weren’t doing what we could to save you money on your taxes. Reducing your tax liability is a big part of what we offer.

Liability Review

We review all your personal and business insurance policies, it is important to have sufficient liability and property coverage in order to protect everything you’ve worked so hard for. We want to make sure no surprises will arise out of lack of liability coverage

Personal Financial Support

Most small business owners have personal and business finances that go hand in hand, therefore we will also help with personal budgeting, debt payoff and savings strategy. We want to help you create and build a personal net worth!