Schedule a Consultation
Meet with one of our team members so we can get to know you and help define where you want to go.
Think you can beat the feeling this little guy has?
What if you had the info to make better business decisions? What do you think you could do with:
I was struggling to find a way to grow my business. I wasn't sure how to best invest in new inventory or make the most of my expenses. I decided to give Profit First a try after Frank & Summer recommended it as part of their advisory service. The team at Leaf Book developed a blueprint and guided me in implementing a plan that was easy to follow and really improved my business. It eliminated so much stress and worry and amazed me at how simple it made everything. I recently opened a second location thanks to the success of my first one, and I can't recommend Leaf Book CFO Services enough for anyone looking to take their business to the next level.
No one likes looking at something they don't understand or know how to fix. Especially business owners... there are always other fires to put out ya know! That's why we provide an easy to understand assessment. It's actionable and helps you set up a system you can count on.
Meet with one of our team members so we can get to know you and help define where you want to go.
Together we'll create a specific plan to accomplish your goals.
Succeed stress-free and regain control of your business.
If entrepreneurship was easy, everyone would be doing it. Cliche, sure, but that's the truth.
At Leaf Book CFO, we know what it feels like to:
If you want to be the type of entrepreneur who is on top of everything and always has the information to help you make those crucial business decisions, you need a dependable team who understands how to drive profits and communicate the results in an easy way.
The problem is most accountants/business coaches don't know how to analyze your historical data and put together a plan which makes you feel like you're always playing catch up and missing some important moves that can ultimately help your business become more profitable.
We believe entrepreneurs should have a reliable plan and review their financials at least quarterly to ensure that they are always taking their profit first.
We understand what it's like to struggle with knowing whether or not you're making any profit.
That's why we became Certified Profit First Professionals.
- Lewis Carroll
Nov 15, 2022 by Summer Wilkinson, CPA
In a prior blog I shared how I used the Profit First methodology to turn my business from a cash eating machine to...
Sep 16, 2022 by Frank Palomino, CPA
Brandi came to us in November of 2020 for accounting and tax services for her retail business. Brandi was experiencing...
Aug 19, 2022 by Summer Wilkinson, CPA
In December of 2020, Leaf Book CFO Services became a Profit First Certified firm. We sent out a big announcement, but...