for growing founder-led consulting firms
Grab your lunch. Bring your numbers and tax questions.
Let's talk strategy, profit, and business growth.
When
Fridays at 12:00 PM ET
Where
Zoom
ONE STRATEGY, LIVE CONSULTING, & Q&A EVERY FRIDAY.
Join Dr. O every Friday to learn one practical but powerful financial strategy, receive live guidance, and get your questions answered.
Designed for consulting firm CEOs, these interactive sessions help you apply what you learn to properly manage your finances, improve cash flow, and scale profitably.
THE CONSULTANT CEOS IN THE ROOM
Who Belongs In This Room?
Consulting firm CEOs with clients, a team, and financial questions that need answers. You’re generating revenue, but you want to understand why cash is tight, whether another hire makes sense, or what needs to change for your firm to become profitable.
This room is for CEOs willing to examine their numbers, ask questions, and act on the guidance they receive. You can listen and learn before speaking up, but the purpose is to apply what you learn to your business.
This isn’t the room for someone looking for startup basics, a quick-money formula, or a place to pitch their services. If you want different financial results without examining your pricing, spending, hiring, or your own decisions as CEO, this room won’t be a fit.
Come ready to work through real financial challenges alongside other consulting firm CEOs who want their growth to translate into cash flow and profit.
DESIGNED FOR ESTABLISHED CONSULTING FIRM CEOs
PROBLEMS WE'VE ALREADY SOLVED!
Pricing & Profit
- Was the work priced correctly?
- Is your firm producing the profit it should at its current size?
Cash & Growth
- Can you financially support another hire?
- Can your current cash position support your growth plans?
Delivery & Scope
- Did your team deliver the work efficiently?
- Did scope creep reduce the profit margin on your client projects?
Clients & Service Mix
- Is one service carrying another?
- Are certain clients consuming too much capacity?
Your numbers should
work together.
Replace disconnected reports, spreadsheets, and bank-balance decisions with
one integrated system for financial leadership.
Financial Strategy
Priorities and forecasts
Cash Flow
Visibility and reserves
Profitability
Margins and improvements
Growth Advisory
Readiness and accountability
BEFORE YOU JOIN US
These sessions are recorded and may be streamed publicly or used in future content and marketing. If you prefer to stay off camera, you’re welcome to. You can still learn and participate. However, if you'd like to ask a question, we ask that you please turn your camera on beforehand.
Keep in mind that your voice, display name, and questions may appear in the recording, so please keep confidential business and client information out of the conversation.
I bring more than 23 years of accounting, tax, and finance experience into this room. You’ll get practical strategies, honest feedback, and a CFO’s perspective on the challenges consulting firm CEOs face.
Participating in this live does not make Say Yes To Profits® your CFO or tax advisor. We can explore your question together, but we won’t have the full financial picture needed to make recommendations specific to your firm. These sessions provide education and general guidance, not a substitute for individualized financial, tax, or legal advice.
If you’re ready for us to examine your firm’s finances and work alongside you, schedule a CFO Discovery Session to discuss an ongoing engagement.
Your results will depend on your circumstances, decisions, and follow-through. Come ready to learn, ask questions, and take responsibility for what happens next.
By registering, you acknowledge the recording and promotional use described above and understand the educational purpose of these sessions.
What Attendees Are Saying
Real stories. Live Events. Real transformations
Don’t just take our word for it. Hear from people who have experienced Dr. Octavia’s events and discovered new insights, inspiration, and practical strategies they could take into their own lives and businesses.
Your experience could be next
Join us at the next event and discover what’s possible when you connect, learn,
and take action alongside a community committed to growth.
Meet your HOST
Dr. Octavia Conner
Virtual CFO & Financial Strategist
Dr. Octavia Conner is an award-winning Virtual CFO, tax strategist, professional speaker, best-selling author, and Founder and CEO of Say Yes To Profits®, a nationally recognized Virtual CFO and tax advisory firm serving founder-led consulting firms generating $1 million to $10 million annually. With more than 23 years of experience in accounting, finance, and tax strategy, she combines corporate expertise and entrepreneurial experience to help CEOs gain control of their finances, increase profitability, and build sustainable businesses.
Through her proprietary Say Yes To Profits® Financial Operating System™, Dr. Octavia helps consulting firm CEOs turn revenue into consistent cash flow, predictable profitability, and proactive tax savings. Her expertise has been featured in Forbes, Essence, FOX SOUL, and other leading media outlets, and she is the recipient of the 2024 Most Influential Speaker Award and the Presidential Lifetime Achievement Award.
Before you reserve your seat.
What is CFO Strategy Live with Dr. O?
A weekly interactive session for consulting firm CEOs featuring one practical financial strategy, live consulting, and Q&A. We discuss cash flow, profitability, pricing, hiring, taxes, and the financial decisions that come with growing a firm.
Who is this for?
Founder-led consulting firm CEOs generating approximately $500,000–$10 million annually who have a team and want their revenue to translate into consistent cash flow and profit. Come ready to examine what’s happening in your business and apply what you learn.
Who is this not for?
These sessions aren’t designed for startup basics, personal finance questions, or pitching your services to other attendees. This room is for consulting firm CEOs who want to work through real business financial challenges and take action.
Can I ask questions about my firm?
Yes! Bring questions about the financial decisions or challenges you’re facing. Keep confidential information out of the conversation, and remember that guidance during the live is based on the information you share, rather than a complete review of your finances.
Do I need to prepare anything?
Bring your questions, something to take notes with, and a willingness to participate. You don’t need to upload financial statements or have everything figured out before attending.
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