Strategic Financial Services for Entrepreneurs, CEOs & Small Business Owners
From financial planning to financial due diligence, we help you take control of your business finances with confidence and clarity.
Build the business of your dreams—with numbers that back it up.
At Finance Savvy CEO®, we provide high-touch financial strategy, analysis, and advisory services tailored for small business owners and growth minded CEOs. Whether you need ongoing CFO support or just a one-time training or annual financial projections—we have a service designed to meet you where you are.
What would it feel like to...
- …Achieve the financial vision you’ve had for your business for so long
- …Stop contemplating having to get a second job
- …live the life you’ve always dreamed of
- …pay yourself consistently
- …be on time with paying your invoices
- …gain confidence in your CEO abilities
Ready to level up and take your business to new financial heights?
Ready to turn your business dreams into reality?
Private Financial Advisory & Coaching
A Trusted Financial Partner for Small Business Owners & CEOs
Set goals, forecast revenue, and plan for scalable growth with a customized financial plan.
Keep your books clean, accurate, compliant, and up-to-date. Whether you’re just starting or scaling, we have a solution for you.
A strategic financial partnership for small business owners & CEOs who want to scale smartly with expert support.
Understand your numbers, unlock insights, and make data-driven decisions with confidence.
Speed only matters if you’re running in the right direction – Joel Barker. Align your business goals with a smart strategy that drives results.
Navigate growth opportunities with an expert on your side. Get support with financial analysis and navigate financial due diligence with confidence.
Interactive business financial literacy training for business owners, teams, and organizations. From investor readiness to strategic financial planning, we have the perfect business financial education topic to cover your needs.
The moment you decide that you want to work together, it will no longer matter that you haven’t yet achieved the financial vision that you have for your business, or that you were short on cash each month, or that you were late on payments, or that you contemplated getting a second job because you work working so hard but didn’t have anything financially to show for it.
…all that will matter is that you finally claimed your power to run your business with financial intention, delivering your passion in a way that is financially profitable and sustainable. You’ll celebrate your own courage. Your own determination and willingness to level up and create a different financial picture for you and your family. And at that moment, you’ll ask yourself - “why did I wait so long?”
…WE’RE READY FOR YOU..ALL YOU HAVE TO DO IS MEET US AT THE STARTING LINE.
TRUSTED BY:
Why Clients Choose Finance Savvy CEO®
More Than a Financial Expert—A True Business Partner
- 19+ Years in Corporate Finance & Entrepreneurship
- Trusted by Entrepreneurs, Investors & Growth Teamsplea
- Hands-On, No-Fluff Approach
- Custom Strategies for Sustainable Growth
WHAT THEY SAY.....
“Working with Marguerite has completely changed my life, mindset, and business.”
Marguerite is so passionate and excited about helping me exceed my business goals. The best advice I could ever give a business owner is to get a business coach on the front end! She’s the answer you never knew you needed. Marguerite’s coaching is such a valuable part of my business. I wish I would have started with her from the moment I started my first business.
Morgan Kelley
Founder & CEO, Scarlett Collection
When I first came to Marguerite I was in a place of discouragement. After pitching so much and getting rejected, I questioned if my idea was going to be successful. But in seeing her wedding tech startup do so well, I wanted to talk to her, hear her experiences and thoughts on my business.
“After working with her my biggest transformation has been being able to position my business to better speak to the need of the consumer from their mindset and viewpoint vs my own thinking as the creator. ”
I definitely feel like I understand how to speak to investors better and how to communicate the value of exactly what my company does.
Lenora Wilkinson
Tech Founder & CEO
Frequently Asked Questions
We offer a range of expert financial services tailored for small business owners & CEOs, including fractional CFO services, strategic financial planning, financial reporting, bookkeeping, M&A support, and private financial advisory.
A fractional CFO is a part-time, outsourced Chief Financial Officer who provides high-level financial strategy without the cost of a full-time executive. This service is ideal for growing businesses that need expert guidance to scale.
If you’re a CEO, entrepreneur or small business owner seeking to strengthen your business’s financial foundation, improve profitability, or prepare for funding or exit, financial advisory and coaching can help you get there with expert guidance and a clear strategy.
We support both early-stage startups and established businesses alike. Whether you’re building from the ground up or looking to optimize your financial operations, our services are customized to meet your specific needs.
While our financial services are designed to support a variety of industries, we specialize in service-based businesses and SaaS business models.
Yes. We provide specialized M&A support to help you navigate the financial aspects of buying or selling a business, including valuation, due diligence, and financial strategy.
Accurate and up-to-date bookkeeping is foundational to effective financial planning. We integrate bookkeeping into our services to ensure you have a clear, real-time picture of your business’s financial health.
We have over 19 years of financial expertise, combining corporate, small business, and entrepreneurial finance experience with personalized support for our CEOs. We focus on making finance understandable, strategic, and aligned with your business goals.
Simply book a consultation through our website. We’ll discuss your business needs and recommend the best services to support your financial goals.
All our services are available virtually and we also travel world-wide for in person opportunities, allowing us to support clients across the U.S. and globally with flexible, high-impact financial solutions.
GET IN TOUCH
Not Sure Where to Start?
Let’s talk through your goals and decide which service is right for you.