DATA-DRIVEN SOLUTIONS

Your Partner in Financial Excellence

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SERVICES

Virtual CFO Services

Executive Insight Without the Full-Time Price
We serve as your outsourced CFO—guiding your financial decisions, improving profitability, and helping you plan for long-term growth.

What’s included:

Strategic financial planning and forecasting
Cash flow management and profitability analysis
Growth modeling and KPI dashboards
Fundraising, debt strategy, and exit preparation
Monthly or quarterly financial leadership sessions

Best for: Businesses ready to grow beyond six figures

Bookkeeping &
Financial Systems

Foundational Accuracy Meets Smart Automation
We go beyond data entry. Our bookkeeping services are clean, reliable, and designed to deliver the financial clarity your business needs.

What’s included:

Monthly or weekly bookkeeping
Historical cleanup and system setup
Custom chart of accounts
QuickBooks Online integration and workflow automation
Real-time reports delivered with context and insights

Best for: Business owners who want financial clarity, not confusion

Tax Strategy
& Compliance

Proactive Planning to Keep More of What You Earn
We don’t just prepare taxes—we help you plan for them. Our goal is to keep you compliant while reducing your tax burden.

What’s included:

Business and personal tax preparation
Proactive tax planning throughout the year
Entity structure consultation for tax efficiency
IRS and state compliance guidance
Support in maximizing deductions and credits

Best for: Growing businesses looking to be strategic about taxes

ABOUT

Our Expertise

Mentora CFO & Advisory is a strategic financial partner for small- to mid-sized businesses, offering executive-level insights in cash-flow forecasting, KPI dashboards, budgeting, profitability analysis, and growth planning. Our seasoned CFO experts empower you to make informed decisions for achieving your business goals with confidence.

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As the owner and founder of Mentora CFO, I bring a unique blend of academic rigor and hands-on entrepreneurial experience to every client partnership. After earning my bachelor’s degree from BYU–Idaho and completing my Doctorate in Chiropractic at the University of Western States, I simultaneously built and scaled a thriving home-service business—proving early on that passion, persistence, and financial savvy go hand in hand. Working alongside my father—who’s guided clients through taxes and bookkeeping for over 30 years—revealed my true calling: diving deep into a company’s numbers to uncover growth opportunities and craft data-driven strategies. At Mentora CFO, I leverage that expertise to help business owners understand their financial landscape, make informed decisions, and confidently chart a course toward sustainable success.