Hire Penny as the CFO for your small business
Your business is thriving. You have a bookkeeper.
Why are you still on a roller coaster?
If you run a small-to-midsize business, it’s common to feel stuck — caught in-between hiring a full-time, experienced chief financial officer (CFO) to run the show, and the D.I.Y piecemeal solution you’ve outgrown…
Bring me aboard as your virtual CFO.
I specialize in financial analysis and strategic planning that stabilizes and streamlines the inner workings of your businesses finances . You’re then free to do what you do best — make the big decisions and run your business as only you can.
What do I take care of as your CFO?
- Tracking cash flow
- Financial planning
- Analyzing your company’s financial strengths and weaknesses
- Providing strategic recommendations — so you can make the right decisions
- Financial forecasting and budgets
- Financial report preparation
- Tracking your PPP funds (and other loans)
- Support your accounting and administrative staff
- Providing advice on long-term business and financial planning — so you have all the must-have financial information at your fingertips as you make big moves in your business
With me as CFO, you’ll feel empowered to:
- Confidently price your projects
- Fully understand every financial statement
- Make informed decisions to help your business grow, today and in the future
- And much more…
Choose the level of support you need
Controller Level
Support
Starts at $850/mo
- Monthly Books review
- Quarterly Financials
- Accounting Oversight and Support
- Assistance with Complex Transactions
- Year End Assistance for Tax Prep Ready Books
- VIP scheduling access
Fractional CFO Partnership
Starts at $2500/mo
- Unlimited Concierge Support
- Monthly Books Review
- Monthly Customized Financial Reports
- Strategy and Planning Meetings
- Budget and Cash Flow Planning and Reporting
- Lender and Bond Report Preparation
- Year End Tax Return Ready books
- Customized for your needs
- VIP scheduling Access
Want to talk more about how your business can benefit
with me onboard as your CFO?
Let’s chat about what our collaboration could look like and which level of support is right for you and your business!
"Penny Lane is a valuable party of my team at Opulent Design Build. It took me a years to find a true construction accounting expert who could provide my company the support it needed. Penny provides services of planning, accounting systems set up, training, implementation, reporting and management. Every month our accounting is improved thanks to Penny. It's a big relief to know that the numbers I submit to my CPA for taxes are accurate."
– Edward HodgesOpulent Design Build, Irvine, California
"Penny has been a tremendous asset to my team. My numbers are accurate and presented to me in a way that allows me to understand how my business is doing and make well-informed decisions. If there’s something I need from her, she is there with the answers and insights. The support she has provided has assisted me in making key decisions that have increased my business profits exponentially. She is also a joy to interact with and I look forward to our meetings. I highly recommend Penny Lane and her work as a fractional CFO."
– Katherine Woodward ThomasNew York Times Best Selling Author of Calling in "The One" and Conscious Uncoupling
"I am delighted to share my experience with Penny Lane, a true professional whose expertise has transformed our company’s financial workflows and reporting. I began working with Penny years ago when I downloaded her job costing workshop videos. These videos were an answer to prayer and helped me build the foundation of my construction company’s books and financial records. When given the opportunity to begin working one-on-one with Penny in the summer of 2023, I jumped at the chance! From the outset, Penny took time to understand my company’s unique accounting needs and quickly got to work cleaning up lingering messes, establishing new workflows, and producing meaningful financial reports that I had never been able to create – which had previously been a source of constant frustration for my husband and myself! Penny also introduced us to JobTread, a comprehensive project management software for construction professionals, which has been a game changer for our business. Making the switch from our previous project management software wasn’t easy and it required a ton of support, especially with the financial aspect of things, which became even more complicated when I decided to simultaneously make the switch to QuickBooks Online from QuickBooks Desktop. As we transitioned to these new software programs, Penny demonstrated an impressive ability to navigate the complexities of the integration process with technical proficiency and a “can-do” attitude that always kept me motivated. With Penny’s help we were fully operational within JobTread and QuickBooks Online after only two months. Throughout our time together, and especially during the integration process, Penny has been constant source of guidance and support. She’s always quick to answer questions, offer advice and will get to the bottom of whatever issue arises. I wholeheartedly recommend Penny to any organization seeking a skilled and reliable bookkeeper who is capable of not only providing you with support in your company financials, but also navigating the integration to JobTread and Quickbooks Online!"
– Kim, K&M Construction