You're the visionary.

We're the financial engine that makes it possible.

You're the visionary.

We're the financial engine that makes it possible.

You didn’t start your business to be buried in spreadsheets, second-guessing every decision, or scrambling during tax season.

Our high-touch CFO services are designed for six- and seven-figure women-led businesses ready to shift from chaos to clarity. Together, we create powerful financial systems that help you stay profitable, sustainable, and in control.

What’s Included


Every client engagement includes a dedicated day-to-day bookkeeper, a tax advisor, and a Fractional CFO.

You meet with your Fractional CFO bi-weekly for a Profit Pulse - a recurring strategy session to ensure the goals we set for your business are being met and that profitability remains a central focus of your strategic direction.

Outcomes

• Higher revenue while maintaining healthy profit margins

• Founders on a healthy salary (because the only way to take care of your business is to make sure you're fully taken care of)

• Smart scaling: building your team and stepping into the CEO seat

• Strategic tax planning that has saved clients up to tens of thousands of dollars each year

Our Process js-hero-timeline

  • Phase 1 | The Financial Foundation

    • Establish your true monthly break-even point

    • Set a Founder's Salary that supports your life

    • Optimize your pricing & profitability

    • Build your business budget 

    • Set up banking structures designed to simplify and visualize your cash flow in real time

    • Get monthly reporting + insight to support decision-making

    • Implement CEO-level finance dashboards

  • Phase 2 | Growth

    • Eliminate unnecessary expenses and debt

    • Enhance your pricing model to align with true cost, value, and growth goals.

    • Establish a strong cash reserve to support sustainable growth and reduce financial stress

    • Restructure taxes and distributions

    • Begin forecasting for the year ahead

    • Get monthly reporting + insight to support decision-making

    • Monitor CEO-level finance dashboards

  • Phase 3 | Scale & Strategy

    • Understand your financial levers for scale

    • Prepare for expansion, acquisition, or long-term exit

    • Get monthly reporting + insight to support decision-making

    • Monitor CEO-level finance dashboards

  • "Working with Dani and Valorè Financial has literally been life changing! The amount of precision, expertise, and hands on behind the scenes work the firm does for me, has allowed me to step into my role of Founder/CEO. I’ve been able to focus on the in’s of my Salon, be debt free, have 3 months cash reserves saved, and hire new salon members - - all within just one year of partnering with Valorè Financial! From our monthly meetings of going over the past month's wins to preparing the next months/quarters/year successes; words can’t express my gratitude for Dani and the Valorè team! I’ve recommended other professionals to work with Valorè because I believe in having a strong financial team & foundation to really have a successful business. As Dani says; “Numbers don’t lie”. The Valorè Financial team is like none other!!"

    Jessica Sue, J&M Lounge

  • "Before partnering with Valorè Financial, my business finances felt disorganized. Despite generating substantial monthly revenue, I lacked a clear budget and strategic plan to support sustainable growth. With Valorè Financial’s guidance, I now have a solid financial foundation and greater confidence in areas such as founder compensation, corporate structure, and tax planning. One of the most valuable aspects of working with Valorè is having a dedicated team that truly understands the intricacies of my business finances. Dani, in particular, has been instrumental - not only in helping me increase revenue through financial coaching and mentorship, but also in empowering me to make informed decisions with clarity and confidence. I highly recommend Valorè Financial to any woman founder generating significant revenue who is seeking expert financial support and strategic guidance to scale her business with confidence."

    Jessica Zuniga, Elevated Marketing Network

This service best supports founders who are no longer in the startup phase and are focused on profit and expansion.

You're likely running a health, beauty, or service-based business, and you’re no stranger to growth - but you’re craving clarity, structure, and partnership.

You want to make smarter hiring decisions, build out your team, and finally step into the CEO role full-time instead of constantly being in the weeds. You're self-led, responsive, and motivated to grow - and you know your financials are the missing piece.

Our clients are leaders in wellness, aesthetics, and elevated service - from interior designers and marketing agency owners to founders of luxury spas, salons, and concierge medical practices.