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!
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
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
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
Not sure what you need?
Get In Touch“Working with Michelle has been invaluable to our business. Coming into this uncertain time, we felt prepared and capable, thanks to the planning and decision making Michelle guided us through previously. We truly believe part of our success in managing our finances through the pandemic has been thanks to working with her! Our monthly meetings with her are productive, but also enjoyable – it doesn’t feel like getting called to the principal’s office!”
Morgan & Perkins
“I came to Michelle because I had a vision for my company’s future but I needed someone with a calculator to hold my hand. Michelle is the consummate professional- she takes the time to understand your brand and overall goals, then patiently walks you through the process of understanding how the numbers play into it all. She’s the perfect balance between cheering you on and making sure you don’t spend too much on overpriced airport bottled water. I wouldn’t be where I am now without her.“
Meghan Ely | OFD Consulting
“Hiring Sage Wedding Pros was the best decision I’ve ever made for my company. Michelle helped me see where my money was going, how to streamline to make more profit, and created the most amazing cash flow spreadsheet I’ve ever seen. She is always fast to reply to my emails and has the best advice for my business challenges. Working with Sage Wedding Pros has taught me how to run a business that is profitable, debt-free, and smarter. She is honest, doesn’t sugar coat things, and is one of the smartest women in the wedding industry.”
Michelle Edgemont | Michelle Edgemont Design
“Working with Michelle has been invaluable to our business. Coming into this uncertain time, we felt prepared and capable, thanks to the planning and decision making Michelle guided us through previously. We truly believe part of our success in managing our finances through the pandemic has been thanks to working with her! Our monthly meetings with her are productive, but also enjoyable – it doesn’t feel like getting called to the principal’s office!”
Morgan & Perkins
“I came to Michelle because I had a vision for my company’s future but I needed someone with a calculator to hold my hand. Michelle is the consummate professional- she takes the time to understand your brand and overall goals, then patiently walks you through the process of understanding how the numbers play into it all. She’s the perfect balance between cheering you on and making sure you don’t spend too much on overpriced airport bottled water. I wouldn’t be where I am now without her.“
Meghan Ely | OFD Consulting
“Hiring Sage Wedding Pros was the best decision I’ve ever made for my company. Michelle helped me see where my money was going, how to streamline to make more profit, and created the most amazing cash flow spreadsheet I’ve ever seen. She is always fast to reply to my emails and has the best advice for my business challenges. Working with Sage Wedding Pros has taught me how to run a business that is profitable, debt-free, and smarter. She is honest, doesn’t sugar coat things, and is one of the smartest women in the wedding industry.”
Michelle Edgemont | Michelle Edgemont Design
“Working with Michelle has been invaluable to our business. Coming into this uncertain time, we felt prepared and capable, thanks to the planning and decision making Michelle guided us through previously. We truly believe part of our success in managing our finances through the pandemic has been thanks to working with her! Our monthly meetings with her are productive, but also enjoyable – it doesn’t feel like getting called to the principal’s office!”