Strategic Financial Services for Service-Based Businesses
At Finance Savvy CEO®, we deliver strategic financial services that help $1M+ service-based companies plan, forecast, and scale with clarity. Whether you need ongoing Fractional CFO guidance, financial planning, or strategic workshops, our goal is to help you build a business that’s financially strong and sustainably profitable.
Build the financially strong company you’ve always envisioned.
At Finance Savvy CEO®, we provide high-touch financial strategy, analysis, and advisory services designed for CEOs and leadership teams of service-based organizations. Whether you need ongoing CFO-level guidance, a financial plan for growth, or a workshop to elevate your team’s financial fluency — we meet you where you are and take you where you want to go.
What would it feel like to...
- Achieve the financial vision you’ve had for your company
- Pay yourself confidently and on time
- Understand your financial story at a glance
- Forecast growth and profitability with precision
- Lead your business backed by strategy, not stress
Ready to make that vision real? Let’s take your next financial leap, together.
Private Financial Advisory & Coaching
A Trusted Strategic Partner for CEOs & Growing Organizations
A strategic partnership for leaders ready to scale profitably with ongoing financial guidance and insight.
Create accurate forecasts, revenue plans, and models that fuel confident decisions and sustainable growth.
Stay audit-ready with clear, compliant, and accurate books that align with your strategic goals.
Turn data into direction. We transform your financial reports into insights that drive measurable results.
Align your goals with actionable strategies that strengthen profitability and long-term success.
Navigate investment opportunities or acquisitions with expert due diligence and valuation support.
Engage your team or organization in hands-on financial literacy and strategy training sessions.
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 of experience in Private Equity, M&A, management consulting, corporate finance, investment analysis, and entrepreneurship
- Trusted by law firms, dental practices, nonprofits, PE-backed firms, and SaaS companies
- Hands-on, no-fluff approach tailored to your business model
- Custom financial strategies designed for clarity, confidence, and control
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 provide strategic financial services designed for business owners and CEOs, including Fractional CFO services, financial planning and projections, financial reporting and analysis, bookkeeping on both cash and accrual bases, M&A due diligence support, and private financial advisory.
A Fractional CFO is a senior financial leader who partners with your business on a part-time or outsourced basis. This service provides high-level financial strategy, forecasting, and decision support without the cost of a full-time executive, making it ideal for growing and scaling companies.
If you are a CEO or business owner seeking stronger financial clarity, improved profitability, or preparation for growth, fundraising, or an exit, financial advisory and coaching services can provide the strategic guidance needed to move forward with confidence.
We work with both early-stage and established businesses. Whether you are building your financial foundation or optimizing existing operations, our services are tailored to your current stage and long-term objectives.
While we support a variety of industries, we primarily work with service-based businesses and SaaS companies. Our experience also includes professional services, nonprofits, and private equity-backed organizations.
Yes. We provide M&A due diligence and advisory support to help clients navigate the financial aspects of buying or selling a business, including valuation analysis, financial review, and transaction readiness.
Accurate and timely bookkeeping is essential to effective financial decision-making. We integrate bookkeeping into our advisory services to ensure financial data is reliable, actionable, and aligned with strategic goals.
With more than 19 years of financial experience across corporate finance, private advisory, and executive leadership, we take a CEO-level approach to financial strategy. Our focus is on making financial information clear, practical, and aligned with business goals.
You can get started by scheduling a consultation through our website. During the consultation, we will review your needs and recommend the services best suited to your goals.
Our services are delivered virtually, allowing us to support clients across the United States and globally. We also travel worldwide for select in-person engagements and workshops.
GET IN TOUCH
Not Sure Where to Start?
Let’s discuss your goals and find the right financial strategy for your company.