How can your services help me make more informed business decisions?

We take the guesswork out of your numbers. By breaking down your financials into simple, clear insights, we’ll help you see exactly where your business stands so you can make decisions with confidence. Whether it’s knowing how much cash you can safely take home or deciding if it’s the right time to expand, we’ve got your back.

How will your financial reports help me understand my cash flow and profitability?

Think of it like having a roadmap for your money. We break down all the complicated stuff into easy-to-understand insights, so you’ll always know where your cash is going and what’s driving your profits. With our reports, you won’t be left guessing—you’ll have a clearer view of what’s working, what’s not, and where you can make improvements to keep your business running smoothly.

What is your process for onboarding clients?

First, we dive into the numbers to get a clear assessment of where things stand. Then, we’ll sit down with you (virtually or in person) to map out the flow of your business—from how money comes in to how it’s spent. The goal is to make sure your numbers reflect the true story of your business, so we can work together on optimizing what really matters. It’s all about making sure we’re on the same page from day one.

What’s the difference between your Bronze, Gold, and Black Lotus packages?

Each package is designed to meet you where you are. Bronze gives you monthly reports and just enough guidance to keep your numbers on track. Gold goes deeper with cash flow insights and planning. And Black Lotus is the full CFO experience, with budgeting, strategy, and ongoing support as you grow to keep your profits in the black. Think of it like having your own financial sidekick.

How often will we communicate, and how involved will you be in my business?

We know every business has different needs. Some months might require more support, while others will run smoothly with just a quick check-in. We’ll adapt to what works best for you, ensuring you feel heard and supported without overwhelming you with unnecessary updates. You’ll get the right level of involvement for where you are in your business journey.

How can I schedule an appointment with you?

It’s easy! Just click the “Schedule a Consultation” button and we’ll reach out to you. If you have any questions before booking, feel free to email us info@blacklotusfg.com. We’re here to help and look forward to learning more about your business.