Virtual cfos, real results

A no-BS accounting and tax department advancing the financial health of today's entrepreneurs and helping them take their profit first.

we totally get it. you wear a ton of hats.



Each service plan is custom created to make your life as a business owner waaaaay easier.

  • Are you making a profit and know what to pay yourself? 
  • Do you receive financials and don't know what you're looking at?
 Confusion and uncertainty about whether you're making AND taking a profit do not need to be something you lose sleep over.


gain clarity and regain control

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:

  • an accurate and up-to-date set of books?
  • reliable financial forecasting?
  • a better understanding of your financials?
Financial Clarity
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.
Brandi Townsend
owner Cozy Vape & Herb Shop

clear, actionable, and predictable

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.


here's how it works

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.

Create a Plan

Together we'll create a specific plan to accomplish your goals.

Get Results

Succeed stress-free and regain control of your business.

we know what it's like to be an entrepreneur

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:

  • put everything into our business and almost lose it
  • have a moment of fresh air and feel like it's all finally coming together only for it to be cut short by another emergency you're not prepared for
  • not know if there's going to be enough cash to make payroll
  • feel like a slave to your business

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.

Entreprenuer with plant plugs-1

get clear with a plan

"If you don't know where you're going, any road will get you there."

- Lewis Carroll

3 min read

Are you taking your profit first?

In a prior blog I shared how I used the Profit First methodology to turn my business from a cash eating machine to...

2 min read

Brandi's profit first success story

Brandi came to us in November of 2020 for accounting and tax services for her retail business. Brandi was experiencing...

5 min read

Why Profit First and What it Means to My Business

In December of 2020, Leaf Book CFO Services became a Profit First Certified firm. We sent out a big announcement, but...