You’ve got the drive – let’s back it with strategy.
Strategic CFO advisory for service-based businesses and professional practices ready to grow with clarity – not guesswork.
✓ Stay profitable
✓ Keep cash flowing
✓ Make confident decisions
You’ve got numbers – but not answers.
Without the right guidance, reports become noise – and decisions feel like risky guesses. Your business deserves clarity, not confusion.
You’re landing clients, revenue is growing, and your reputation’s solid. But inside the business, it feels different:
- You don’t know where the money’s actually going
- Profits aren’t matching your effort
- You’re stuck asking, “Can I hire—or will that backfire?”
- You’re growing, but there’s no clear financial roadmap
If this sounds familiar, you’re not alone.
This is where a CFO advisor comes in—to help turn growth into profit, and data into direction.
Just want to talk through it? Let’s chat
Reports don’t build profit.
Strategy does.
Strategy does.
Whether you run a law firm, medical practice, skilled trades business, or other service-based company, we help turn your financial data into action – so you can lead with confidence, grow sustainably, and stop guessing.
Plan with Confidence
Strategic Roadmaps for Real Growth
Get clear, actionable 1-year and 5-year financial plans — built around the real drivers of your business — so you grow with intention, not guesswork.
Make Informed Decisions
Confidence in Every Financial Move
Navigate hiring, pricing, and major purchases with financial insight — not gut feel. Every decision is grounded in strategy, so you act with clarity, not uncertainty.
Always Be Prepared
Proactive Risk Management
Spot financial red flags before they hit your bottom line. Our risk management expertise helps you make steady, strategic decisions — even when the future feels uncertain.
Sustain Your Momentum
Support Which Drives Progress
With strategic financial guidance, we help you stay focused and moving toward your goals — without losing momentum.
Straightforward CFO advisory for real world businesses
So you always know what’s working, what’s not — and what to do next.
Running a service-based business or professional practice takes more than hard work — it takes financial clarity. At Faspects, we help you make sense of the numbers, connect them to your goals, and move forward with a plan that fits your reality.
We don’t just hand over advice — we collaborate with you to shape clear, realistic next steps. Our monthly strategy sessions turn your financial insight into action that supports steady, confident growth.
You’ll have a clear path forward — and someone in your corner when it counts.
Meet the advisor who’s in your corner
At Faspects, strategy isn’t just about the numbers — it’s guidance you can count on, especially when the pressure’s on.
Our lead advisor, Yolanda Harrell, brings over 20 years of experience helping business owners turn uncertainty into clarity. She’s worked across industries like healthcare, insurance, trades, and tech — always focused on one thing: making the complex simple and helping owners make confident decisions.
As a CPA and certified risk professional, Yolanda combines deep financial expertise with practical, real-world strategy. Whether it’s spotting where money’s leaking or planning your next big move, she’s here to help you stay profitable, steady, and supported.
Certified. Experienced. Trusted.
Faspects proudly maintains certifications at the federal, state and local levels, including:
- U.S. Small Business Administration: Women-Owned Small Business (WOSB and EDWOSB)
- Indiana Department of Administration: Certified Minority-Owned Business and Women-Owned Business
- City of Indianapolis: Certified Business
These credentials aren’t just badges — they reflect our commitment to accountability, trust, and doing business the right way — values that shape how we support our clients.
Financial strategy that helps you lead with confidence.
Running a business is demanding — especially when financial decisions feel like guesswork. At Faspects, we help you move beyond reports to strategy, giving you the tools to make informed choices, improve profit, and manage cash flow with confidence.
It’s not just about knowing your numbers — it’s about knowing what to do next.
What Ongoing CFO Support Looks Like
If we move forward after your Business Financial Checkup, here’s what the monthly CFO advisory journey looks like.
1
Monitor and Diagnose
each month
We keep a close eye on your numbers, performance, and trends—so you always know what’s changing before it becomes a problem.
2
Build and Adjust
your financial strategy
We turn financial insight into a focused strategy—so you always know what to prioritize next.
3
Execute with Confidence
the action plan
Each month, we’ll review your progress, fine-tune the plan, and keep you on track to hit your targets—without losing sight of what matters most.
Our goal is simple: help you improve profitability, stabilize cash flow, and lead with clarity — not chaos.
Pick the checkup that fits your style — and let’s get started.
Why Start with a Checkup?
This isn’t a generic report or a hard sales pitch. It’s a focused, strategic financial analysis of your business – with clear insights and actionable recommendations. You’ll get a feel for how we work and what ongoing advisory support would look like – so you can decide if it’s the right next step.
Experience the value. Stay if it works.
Choose Your Starting Point
Every business is different, but clarity always starts with a checkup.
Each option includes a strategic review of your financials — tailored to your goals — so we can uncover missed opportunities and patterns that may be holding back revenue, profit, or cash flow.
If we’re a good fit to continue, your checkup fee goes toward your first month of ongoing support.
| Essentials Checkup (Video) | Interactive Checkup (Live) | Ongoing CFO Advisory | |
| How We Start | Digital intake form + 3 years of financials | Live intro call + 3 years of financials | Begins after a completed checkup |
| Delivery | Personalized recorded video | Live 1-hour results review | Monthly review meetings with strategy support |
| Includes | Strategic review using your intake. Spots patterns and opportunities to improve profit and cash flow, with a high-level focus plan. | Strategic review with real-time discussion to explore key issues. Uncovers patterns holding back profit or cash flow and missed opportunities based on your business goals. High-level focus plan. | Targeted financial goals, monthly performance reviews, driver-based diagnostics, and a focused action plan—aligned with your business and lifestyle goals. |
| Support | No live interaction | Two live sessions (intro + results review) | Monthly meetings plus unlimited check-ins for questions between sessions |
| Best For | Busy owners who prefer to review insights on their own time | Owners who prefer a two-way discussion to clarify insights and set priorities | Owners who want strategic, ongoing financial guidance |
| Investment | $425 | $650 | Based on scope |
| Credit Toward Ongoing | ✅ | ✅ | n/a |
Strategic CFO Advisory Built for Small Business Growth
Take control of your cash flow, increase profit, and make confident financial decisions — without going it alone.
Risk management strategies
Every business faces risk. We help you spot financial and operational vulnerabilities early—so you can fix problems before they turn into costly setbacks. With proactive strategies, you can protect your business and stay focused on growth.
Cash flow optimization
Inconsistent cash flow makes it hard to plan, pay bills, or move forward confidently. We help you smooth it out with strategies that keep money flowing, reduce stress, and prepare your business for what’s next.
Growth advisory
Growth shouldn’t feel like a gamble. We help you scale with a clear plan built around your capacity, goals, and financial health—so you grow the right way, not just fast.
Ongoing financial guidance
You don’t have to figure it all out alone. We work alongside you with regular check-ins and strategic input—so you stay on track with your goals and don’t lose momentum.
Frequently Asked Questions
Understand What You’re Getting
We help you make better business decisions using your numbers. That includes decisions like when to hire, how to price profitably, where cash is getting stuck, or which goals to prioritize. Unlike accounting, which tracks the past, CFO advisory helps you plan ahead—so you can grow with more clarity, control, and confidence.
Not quite. Fractional CFOs often act as embedded team members handling various financial tasks. Faspects provides CFO advisory—we’re not embedded in your business, but we partner with you as a strategic guide. You get clarity, a steady plan, and ongoing support—without hiring a part-time CFO.
Bookkeepers record. Accountants report. A CFO advisor helps you interpret and act. While accountants may provide forecasts or deliverables, our work focuses on helping you prioritize, plan, and make decisions using financial insight.
Yes. Whether you choose the video or live format, you’ll get a clear summary with key takeaways, useful metrics, and next-step recommendations tailored to your business.
Ongoing advisory gives you more than a monthly meeting—it gives you a system for staying focused and making progress. Each month, we review a simplified dashboard that highlights where your attention and action are most needed. I interpret the numbers for you, identify key priorities, and together we co-develop an action plan to move things forward. Between sessions, I’m available if something urgent comes up—but most clients find that the structure, clarity, and support help them make confident decisions without second-guessing.
Is This Right for Me?
We work with service-based businesses and professional practices—such as consultants, skilled trades, home service pros, creative firms, legal, and healthcare providers. Most of our clients fall between $500K and $15M in annual revenue and are dealing with questions around growth, hiring, pricing, or cash flow. If you’re feeling the weight of financial decisions—or unsure what’s working and what’s not—we can help you move forward with clarity and a steady plan.
Not at all. Most of our clients aren’t “numbers people.” You bring the instincts—we bring the clarity and strategy.
This is ideal if you’ve moved beyond startup mode, have consistent revenue, and want to grow with more control—whether that means improving cash flow, hiring smart, or making bigger decisions with confidence.
Yes — they serve different roles. Bookkeepers record. Accountants report. A CFO advisor helps you interpret and act. We’re not here to replace them—we complement their work. Think of us as your strategic financial partner. You’ll still need a bookkeeper or CPA for compliance and tax work—our focus is on clarity, cash flow, and decision-making.
That’s more common than you’d expect. Growth can strain cash flow, especially if costs increase, pricing hasn’t kept up, or payments are delayed. We help you see where the pressure’s coming from—and build a plan that improves financial stability, not just top-line growth.
Logistics & Getting Started
That’s more common than you’d think—and it’s usually not a dealbreaker. If your books capture your income and expenses close enough to show what’s coming in and going out each month, we can move forward. They don’t need to be perfectly categorized or reconciled—we just need enough to spot trends and start making decisions. If things are way off or incomplete, we’ll talk about what to clean up first.
We start with a Business Financial Checkup. From there, we meet monthly to review your numbers, update forecasts, and adjust your plan.
Clients typically see improved cash flow, better margins, clearer decisions, and reduced stress around money.
No — we don’t do compliance work. You’ll still need a bookkeeper or CPA. Our focus is on strategy, not filing or forms.
Checkup services start at $425. Ongoing advisory is value-based (not hourly) and tailored to your business. [See pricing tiers →]
If you’re facing a sustained cash flow crunch, I offer a temporary, lower-cost support structure that replaces full advisory. It includes weekly cash flow monitoring and light-touch guidance—so you stay supported through uncertainty, without navigating it alone.For more complex needs—like evaluating the ROI of a major investment—I occasionally scope and deliver special projects. These are priced separately and designed to provide clarity when the stakes are high.
Start with a Business Financial Checkup—choose Essentials (video), Interactive (live), or book a quick call if you’re unsure.
Ready to get started – or still have a few questions?
Choose your checkup now, or book a quick call to talk it through.
Free tools for service-based businesses and professional practices
Browse Free Resources
Not sure where your cash is going – or how to fix it?
Running a service-based business or professional practice comes with financial pressure. Whether it’s inconsistent cash flow, rising expenses, or margins that aren’t where you want them, you’re not alone.
These free resources are built for owners like you — straightforward, no-fluff strategies to help you understand your numbers and make confident, informed decisions.
Turn uncertainty into clarity. Browse our free resources to take the first step toward more consistent cash flow and clearer decisions.
CFO strategy for service and trades businesses ready to grow with confidence.
Based in Indiana. Serving clients across the U.S.