Virtual CFO

A Virtual CFO is your financial BFF.  It's the way you will get support as a small business owner or real estate investor that is earning more than 500k and know the value of having a A Team in place. The average salary for a Chief Financial Officer (CFO) is between $200k - $500k per year but with a Virtual CFO you get all the knowledge without that price tag.  

Are you making good money but paying a ton in taxes?

 

The tax code was written for business and real estate owners but if you're not using it correctly then you'll be paying way more than necessary, my friend.

If you are making over 500k, you should not be trying to manage your business and finances alone. 

You deserve better than that!

 

 

INTRODUCING...

Your Virtual CFO

Leave it all to me

Since time is our most valuable asset, it's time to get yours back.

  • Income and expense categorization
  • Monthly Bank and Credit Card Reconciliations
  • Monthly Financial Statements
  • QuickBooks Online Subscription
  • Annual Income Tax Return Preparation
  • Annual 1099 Preparation
  • Quarterly Income Tax Calculations
  • Monthly 1:1 Business and Tax Strategy Calls
  • 12 Month Forecasting
  • 12 Week Year Goal Setting and Action Plans

It’s time to let an expert show you what your finances can do for you!

Client Orientation

1 hour call where we discuss all things about you, your business, your questions, your goals and your struggles.

Implementation

We will set up QuickBooks Online (QBO) accounting system based on your unique business and operations.

Monthly Accounting

Once we are done with setup, we will handle your month-to-month account reconciliations and deliver electronically to you financials each month.

Monthly Management Meeting

We will meet 1:1 each month to discuss your financials....

Annual Tax Filings

No longer will you lose sleep not knowing what you owe in taxes, when to pay and has everything been filed correctly.  I'm your right-hand wing women taking care of these all year long.

Ongoing Advisory

Throughout the year, you can reach out via email for questions in-between calls so that you can focus building your business and/or your real estate portfolio.

Not just a CPA, I'm a Real Estate Investor too!

 

My first house was a house-hack that is now a long term rental generating over $1,000 in cash flow.

I bought a wholesale house for $60,000 in May 2021, YES, I said $60,000.  I put in a lot to renovate and sold that in January 2022 for $367,000.  I used some of the proceeds to buy an Oceanfront condo in Panama City Beach, Florida. You can check it our here.  Currently that is generating me over $7,000 a month in cash flow.

Currently I'm in the process of selling my second flip house which I bought for $60,000 and listing for $275,000.

I've made real estate work to grow my net worth and cash flow and can't wait to help you!

I'M SHEENA.

Most would describe me as a friend, passionate runner and small business owner. But in reality, I am so much more than that. And so are you.

Society may put us in boxes, but that doesn't mean we have to stay there. So let's break free from who we think we should be and start living the fulfilling life we deserve.

 

"Sheena is fantastic - very thorough and detail oriented and PATIENT when numbers and taxes aren't your forté! Even though we're in Florida, we feel like she's on top of both our personal and business tax concerns, filings and strategy. Highly recommended!."

 
Laura

"Sheena is great to work with! I reached out with a few (ok a million) questions after becoming a landlord for the first time and moving to a new state. Sheena patiently answered all my questions, and redid my federal and state income taxes and increased my refund by a couple thousand dollars over what I thought it would be. She also gave me great tax advice for this year as well. I highly recommend Sheena!"

 
Megan

Is working with me right for you?

 

Do you own your business and feel like you have no one to discuss the finances and decisions with?

Do you have real estate but feel like you created another job for yourself with all the bookkeeping and paperwork?

If you answered yes to either question and you're ready to have not just a CPA but an expert in real estate investing on your team then let's get started!

GET STARTED TODAY!

Everyone’s journey is different. Find the right package for you:

PAYMENT PLAN

Starting at $1,500/m*

*12 monthly payments - minimum commitment

  • Income and expense categorization
  • Monthly Bank and Credit Card Reconciliations
  • Monthly Financial Statements
  • QuickBooks Online Subscription
  • Annual Income Tax Return Preparation
  • Annual 1099 Preparation
  • Quarterly Income Tax Calculations
  • Monthly 1:1 Business and Tax Strategy Calls
  • 12 Month Forecasting
  • 12 Week Year Goal Setting and Action Plans
JOIN NOW

PAY IN FULL

Starting at $16,000*

*12 monthly payments - minimum commitment Save $2,000!

  • Everything in the payment plan plus -
  • Get your cash flow managed
  • Build your financial team
  • Grow your wealth
  • Gain financial clarity
  • Email and zoom call support
  • PLUS save $2,000 by paying in full
JOIN NOW