FINANCIAL STRATEGY EXPERTISE

ENHANCE YOUR EARNINGS

Build Wealth with a Comprehensive Financial Strategy

I’m the Wedding Pro CFO.

With a degree in Accounting from USC, roots at the Big Four firm Deloitte, and 15 years of financial strategy consulting for wedding and event businesses, Michelle Loretta knows how the money flows. She’s your Chief Financial Officer AKA your CFO!

About Michelle

With you at every stage of your business life.

EARLY STAGE: 0-3 YEARS IN BUSINESS

You’re hovering at, or close to, those 6-figures in revenue. You have a strong steady stream of sales. And you’re proud of what you’re building! BUT, you’re ready to see some real profits. You want financial direction. You want to learn what your numbers mean, analyze your finances, and create budgets.

We recommend: Cashflow Workshop or VIP Day
MID STAGE: 3-8 YEARS IN BUSINESS

You’re making money! You’re able to pay yourself and you may even have some people on payroll. You know what you need to do to market and sell, but you don’t have a full grasp of the financial puzzle. You want clarity and a strategy that guides you towards achieving your NEXT big thing.

We recommend: Cashflow Workshop, VIP Day, or Fractional CFO Services
EXPERT STAGE: 8+ YEARS IN BUSINESS

This isn’t your first rodeo. Your business makes goods money. You may even be at the million-dollar mark and then some. But, you didn’t sign up to be the CFO of a company. You’re looking for an expert to take on this role and help you manage growth, scale your profits, and best utilize your earnings.

We recommend: VIP Day or Fractional CFO Services

How I Can Help:

Cashflow Workshop

LEARN:

  • how to read financial reports
  • how to improve profits
  • how to create a budget
  • how to forecast sales
  • how to create a cashflow plan
  • how to plan for seasonality and economic volatility
Register

VIP Day

DO:

An entire day focused on buiding your business. This day will be custom-tailored to your needs, wherever you’re at. Ideas for what we can achieve:

  • Pricing & Profitability Analysis
  • 12-month Cashflow Plan Creation
Inquire

Fractional CFO Services

HIRE:

Hire me as your CFO short-term or long-term. We start with a 4-month project to:

  • Analyze Your Financial Model and Systems
  • Build a Comprehensive 2-year Financial Strategy
  • Implement, Refine, and Scale
Learn More
Register
Get the Info
Learn More

Not sure what you need?

Get In Touch

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formerly SAGE WEDDING PROS

Business Strategy and Financial Consulting for the Wedding Industry and Events Industry

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