Are You A Good Fit For 
Small Business CFO Services?

Your business feels directionless 
Cash flow feels unpredictable 
You need cash to grow, but you need growth to get more cash 
You aren't sure how much profit you have, how much you can take out, or reinvest 
You don’t have a simple way to see where your business is really going

If this sounds familiar to you, let’s schedule a no-obligation call now.

Get clarity. Make better decisions. Grow with confidence.

Make The Shift

Going in a circle leads you no-where.

A small business CFO will give you the clarity you’ve been missing.

Know where cash is coming from, when it’s coming in, and where it's going
Understand what’s working and what needs to change
Plan ahead instead of reacting
Get a growth plan for your business
Take home more profit than last year

Stop going around in circles.
 Make the shift and get the advice you need today!

What Does A Small Business CFO Do For You?

Organize your finances with best practice processes and monthly accounting.
Track your profit and cash flow each month so you always know where you stand.
Analyze what’s working, and what’s not, so you stop guessing and start improving.
Meet with you for about an hour each month to review your numbers in simple, clear language.

During each monthly meeting, you get three things:

Hover over the box to see more

A Financial Reporting Pack

Concise Financials with comparative analysis between financial periods, revenue and gross margin analysis, and customized features specific to your business

A Scoreboard

A clean, easy-to-understand view of your entire business. See what you earned. What you spent. What changed. What matters.

An Action Plan

A short list of the most important next steps to take - focused on growth, profit, and stability.

Are You Really Running Your Business?

Or are you just paying yourself each month to work in your business – and often times to work harder than you would at a normal job?  

Most small business owners are, in reality, working in their business instead of working on it.

Without clear financials and strategic direction you’re at the mercy of whatever problems show up to work today.

These 3 common challenges are what’s stopping you from running a successful business.
Our small business CFO services will help you overcome them.

Challenge #1

No Cash Flow Certainty

You need cash to grow, but you don’t have a firm grasp on how much is coming in, when you’ll see it, or how much you’ll need for upcoming payments.

Challenge #2

No Plan For Growth

The business does well because you’re great at what you do. But you’re not sure what your numbers are really telling you, or how to use them to make a plan for growth.

Challenge #3

No Support

You’re doing everything alone and don’t have a financial partner to guide you. You don’t have a clear plan for profit, growth, and cash - so every month passes without strategic direction.

Stop letting your business run your life. Let Wolf CFO help you find the joy again of running your own business.

The Wolf CFO Difference

Here’s how Wolf CFO compares to your traditional accountant.

Area	Traditional Accountant	Wolf CFO
Focus	Taxes and compliance	Up-to-date records. Clear financial guidance
Technology	Basic tools	Modern systems and simple, real-time reports
Reporting	Standard templates	Clear monthly scoreboards you’ll understand
Support	Reactive help	Ongoing guidance, planning, and monthly reviews
Cash Flow	Little visibility	Cash flow tracking and action steps every month
Growth Planning	Not included	Simple plans to help you grow profitably

Meet The Wolf CFO Team

Jesse Lilligren

Founder and CFO

Angelyn Aguillon, CPA

Senior Bookkeeper

Wolf CFO is led by me, Jesse Wolf Lilligren.

I’ve spent more than 15 years helping businesses understand their numbers and make smarter financial decisions.

Over the years, I’ve seen the same challenges again and again. 
Business owners feel overwhelmed, alone, and unsure about the financial side of their business. They’re working hard, but their numbers aren’t giving them the clarity they need.

I started Wolf CFO to change that.

Our goal is simple: give small business owners clear financial guidance, clean numbers, and a plan they can trust.

When you understand your numbers, everything gets easier.

Schedule A Right Fit Call Now

Running a business shouldn’t feel this heavy.

If you want clearer numbers, let’s talk.

Bookkeeping for Smaller Businesses

Not every business is ready for our small business CFO services. If you’re still getting established, you may just need clean, accurate books you can trust. Our team gives you:

Good bookkeeping gives you a strong foundation. If you’re still getting established and just need solid bookkeeping, this option is built for you.

Are You A Good Fit For Small Business CFO Services?