SCHEDULE YOUR FINANCIAL CONSULTATION
The CFO-Level Guidance Small Businesses Trust To Gain Total Financial Clarity
Personalized financial management and outsourced CFO services for individuals, families, businesses, and nonprofit organizations.
No pressure, no commitment
Why A Strategy Session Is Worth Your Time
Assess Current Challenges
- Pinpoint exactly where your current financial systems are creating friction or draining your resources.
Identify Cash-Flow Gaps
- Uncover hidden leaks in your cash flow and discover practical ways to improve your profit margins.
Outline Immediate Action Steps
- Walk away with a clear, prioritized checklist of financial adjustments you can implement right away.
Determine Ongoing Needs
- Find out precisely which level of CFO oversight or management will accelerate your growth.
HOW IT WORKS
The Path To Financial Confidence
We know that reaching out for financial oversight is a big step. That’s why we’ve designed a low-friction, transparent process so you know exactly what to expect before we even speak.
Schedule Your Consultation
Select a convenient time on our calendar to speak directly with Nina Jones. There is no cost, pressure, or obligation.
Discuss Your Needs
During this 45-minute discovery session, we’ll explore your current financial challenges, operational workflows, and long-term objectives.
Receive a Recommendation
You’ll get a clear, personalized breakdown of which financial management or outsourced CFO services will provide the best structure for your goals.
CLIENT OUTCOMES
Proven Results For Growing Organizations
Nina completely transformed our financial systems. We went from chaotic bookkeeping to having absolute clarity on our cash flow and budget. The peace of mind is invaluable.
Having CFO-level guidance without the full-time cost allowed us to scale responsibly. The organized reports and strategic planning took all the guesswork out of our major decisions.
Before working with Nina, payroll and tax planning were a constant source of stress. Now, our operations run smoothly, and I finally have the confidence to focus on growing the business.
Let’s Talk About Your Financial Goals
Schedule a 45-minute consultation to discuss your current financial needs and discover how personalized CFO support can help you move forward with greater confidence.
No obligation. No surprise fees.
TRANSPARENCY FIRST
Answers To Your Questions
We know that deciding to bring in an outside financial partner is a significant step. We believe in complete transparency before you ever commit to a consultation. If you have any remaining questions about how we work, what to expect, or whether this is the right fit, you’ll likely find the answers here.
How much do your services cost?
Pricing depends entirely on the specific services, complexity, and level of ongoing support your organization requires. We will discuss your current operations during the consultation to provide a tailored recommendation and completely transparent pricing before any commitment.
How long does the consultation take?
The initial financial consultation takes approximately 45 minutes. This provides enough time to review your current financial challenges, discuss your long-term goals, and outline a strategic path forward without taking up too much of your day.
Is this going to be a disguised sales pitch?
Not at all. This is a working strategy session where we focus on your actual financial operations and structure. Our primary goal is to provide you with immediate clarity and actionable insights, regardless of whether you decide to partner with us long-term.
What are your qualifications and experience?
Nina Jones is a licensed CPA with extensive experience providing outsourced CFO-level guidance and hands-on financial management to small businesses, nonprofits, and families. She goes beyond basic bookkeeping to provide strategic, high-level financial oversight.
What if I need to reschedule my consultation?
We understand that business and personal lives can be unpredictable. If a conflict arises, you can easily reschedule your consultation using the link provided in your initial confirmation email.
Helping businesses move forward with confidence.
[email protected]
1-800-555-0199
Financial District, Suite 400
© 2026 Nina Jones, CPA, PLLC. All rights reserved.