ProFin CFO LLC

Just wrapped up new CPE training through IMA (Institute of Management Accountants):

✅ Top 5 Priorities of Forward-Thinking CFOs

One of the biggest shifts I’m seeing is this: CFOs aren’t just “reporting the numbers” anymore. They’re helping businesses lead with the numbers.

Here are the 5 priorities that stood out most:

1. Cash flow visibility (not just profit)
2. Smarter forecasting + scenario planning
3. Better decision-making data (clean books matter!)
4. Process + systems that scale
5. Strategic leadership across the business

If you’re a business owner, these aren’t “corporate finance” topics. They’re the exact moves that help you grow without chaos.

If you want help building this into your business, send me a message.

What an amazing day! 🙌

I had the honor of speaking at the Tax Credits & Recordkeeping for Small Businesses workshop hosted by Mecklenburg County’s Economic Development Office.

The crowd was lively, full of business owners asking great questions and ready to take charge of their financial records. It’s always a joy to connect, teach, and learn from fellow entrepreneurs!

Thank you to the County team for the partnership and for investing in our small business community. 💼✨

I'm so excited to officially announce that I’ll be speaking at the 2025 Millie CEO Summit in Charlotte from October 8–10! 🎤✨

This year’s theme is: “The 7-Figure Playbook: Scale Smart. Lead Boldly. Build Wealth.” 💼🔥
This isn’t just another conference — it’s a curated experience for entrepreneurs who are serious about their health & wellness, growth, strategy, and scaling with purpose. Whether you’re just getting started or you’re deep in the game, the Summit meets you where you are.

I’ll be sharing my journey and powerful insights with a room full of brilliant, ambitious entrepreneurs — and I’d love to see you there!

📆 Early bird tickets are available now through August 31st, 2025, and if you’re in my network, you get a discount with this code: [Millie25].

Get your ticket now: http://bit.ly/4mAkgXa

Let’s make moves together at the Millie CEO Summit 2025. 💼🚀

The FIRST step if you're struggling with cash flow as a small business owner? 💸

CASH FLOW ANALYSIS ⬇️

You need to know how much money you're business has coming in, going out, and *when* all this money is moving in and out of your business each month.

If you're behind on bookkeeping, it is SO much harder to get an accurate picture of your current cash flow (and super difficult to project future cash flows). 📊

Schedule a consultation today!
Https://calendly.com/profincfo/initial-consultation

Ready or not, tax season is here! The IRS will begin accepting filings on Monday, January 29th. Time to crunch numbers, dot those i's, and maximize your return.

Have questions? Schedule a free tax consultation here: https://calendly.com/profincfo/tax-prep-services

Maximize Your Refund! We will help uncover ways to smartly report side business income to boost your bottom line. Sign up to join email list for a free quote to find out how (link in bio)



Want to know more?

Mark your calendars! 🗓 The IRS just announced that the 2024 filing season kicks off on January 29th. Time to gather those receipts and get ready to tackle tax season like a pro! 💰

Happy 2024!!! Tax time is right around the corner. Join our email list to lock in a free tax prep quote today!

Ready to take your finances and business to the next level?! Let's connect to discuss how we can help! Please click this link https://form.jotform.com/233268692469067 to sign up for a free tax preparation quote or go to website to book a consultation.