About Finance Savvy CEO®

Empowering Service-Based CEOs to Grow Profitably and Sustainably

Finance Savvy CEO® was built on the belief that when business owners truly understand their finances, they unlock the power to build profitable, resilient companies—and generational wealth. Our approach goes far beyond traditional finance. We partner with CEOs and executive teams to uncover the story behind their numbers, align financial strategy with long-term vision, and implement systems that make growth predictable.

Through strategic Fractional CFO services, financial forecasting and projections, and hands-on training workshops, we translate complex financial data into clear, actionable insights. The result? Leaders who can plan, forecast, and scale with clarity—and maintain real control over their business growth. From Fractional CFO services to financial modeling and training workshops, we simplify the financial complexities of business so leaders can scale with intention and clarity.

Our Vision

To empower service-based companies to grow profitably and sustainably by providing the financial clarity, tools, and strategies they need to make confident business decisions.

Our Mission

To deliver high-level, strategic financial guidance through Fractional CFO services and targeted financial workshops, enabling $1M+ service-based businesses to plan, forecast, and scale with confidence.

Simplify. Empower. Support.

financesavvyceo simplify finance

We Simplify Finance

We take the mystery out of your financial numbers. Business finance can often feel confusing, full of reports, jargon, and conflicting advice. We simplify it.
financesavvyceo empower

WE EMPOWER YOU

We equip CEOs and executive leaders to make bold, strategic, data-driven decisions. Our goal is to give you the clarity and tools to lead confidently, not reactively. From cash flow forecasting to KPI dashboards, we help you make financial decisions that support your business vision.
financesavvyceo support

WE SUPPORT YOU

We’re your ongoing partner, not just a consultant. Finance Savvy CEO® provides a supportive community and hands-on guidance that grows with you.
Female business leader providing high growth service based businesses with fractional CFO services

Meet Marguerite Pressley Davis

Founder & CEO of Finance Savvy CEO®

Marguerite Pressley Davis, Forbes Next 1000 honoree, former Goldman Sachs analyst, mergers & acquisitions management consultant, investor, and fractional CFO founded Finance Savvy CEO® to make business finance approachable, empowering, and profitable.

With more than a decade of experience guiding multimillion-dollar brands, Marguerite helps business owners transform financial chaos into clarity. Her mission is simple: help you think like a CEO, build profitable systems, and create generational wealth through confident financial decision-making.

“It’s our hope that our content, programs, community, and counsel serve as the catalyst for business owners to make more confident financial decisions — so they can build, grow, and scale the profitable business they’ve always envisioned.”
— Marguerite Pressley Davis

AS SEEN IN

Who We Serve

Finance Savvy CEO® works with $1M+ service-based businesses ready to move from reactive bookkeeping to proactive financial strategy:

Law Firms

Manage trust accounting, cash flow forecasting, and sustainable profitability.

Dental Practices

Streamline operations with KPI dashboards and financial systems that scale.

Nonprofits & Foundations

Improve transparency and strategic planning for long-term impact.

Private Equity–Backed Companies

Align reporting and forecasting with investor expectations.

SaaS Companies

Optimize recurring revenue, financial modeling, and cash flow planning.

We proudly serve clients in Atlanta, GA, and across Raleigh (NC), New York (NY), Los Angeles (CA), and Austin (TX) — and beyond, through virtual partnerships nationwide.

business finance coaching

BECOME A Finance Savvy CEO® MEMBER

Become a member and get quarterly coaching, quarterly Q&A, hot seats, online learning, discounts to courses, members only shop.

CAN’T WAIT TO SEE YOU ON THE INSIDE

JOIN NOW

Ready to Get Savvy With Your Finances?

Unlock our vault of financial education to jumpstart your journey to becoming a confident, Finance Savvy CEO.
Apply to Work With Us