Contact Us

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.

 

Download Instant Assessment                Contact Us

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?
dog smiling
 

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.

We're even willing to bet that dog is studying up on how to get started as an entrepreneur. He must be a living a ruff life.

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.

dog reading #2

Talk to an Expert

PFP badge-1 ico-certification-silver ico-certification Dope_CFO_Black_Pro_Badge cpa-rgb

get clear with a plan

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

- Lewis Carroll

1 min read

The New ERC: A Smart Tax Option to Consider

Small businesses have been struggling in this economy.

One of the reasons is that they don't have as much money to...

4 min read

Summary of American Rescue Plan

The $1.9 trillion relief bill, known as the American Rescue Plan Act (ARPA), was signed by President Biden last week....

2 min read

Disaster Loss Tax Deductions

Casualty Loss Tax Deductions - Disaster Relief

It is heart breaking to see the devastating loss of life and property...