Simple, personalized budgeting systems to eliminate cash flow stress for solopreneurs.
The Solo CFO is a part-time consulting service that equips solopreneurs with clear, customized budgeting systems to manage their finances confidently. We offer a hands-on approach: first, we analyze the client’s unique business model and cash flow patterns. Then, we build a tailored Google Sheets or Excel budget template that automatically tracks income, expenses, tax estimates, and profit goals. Clients also receive a 60-minute strategy session to implement the system and learn core financial habits. For ongoing support, we provide monthly check-in calls to review numbers and adjust forecasts. This service is perfect for freelancers, consultants, and micro-business owners who want professional financial guidance without the cost of a full-time CFO or complex software. All delivered remotely, on a flexible schedule, empowering owners to gain control and grow sustainably.
The solopreneur economy is booming, yet 65% of small business owners report financial stress due to lack of financial literacy. Traditional solutions are either too complex (QuickBooks) or too generic (Mint), creating a gap for personalized, human-led guidance that respects their time and budget.
Map out your service offerings and create a simple landing page using Carrd to collect email addresses of interested solopreneurs.
Solo service providers and micro-businesses overwhelmed by irregular income and DIY accounting.
Revenue comes from two tiers: a one-time 'Budget Setup & Strategy Session' at $397, and an optional monthly 'CFO Check-In' subscription at $97/month. Clients are acquired through content marketing (blog posts, LinkedIn) and free live budgeting webinars. With an average client lifespan of 6 months, lifetime value ranges from $397 to $979.
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