Affordable CFO Advisory For Small Businesses · FutureView CPA · Gloucester, Virginia
The Snapshot
Find out exactly where your business stands — and what it's costing you to stay there.
The Snapshot is a $1,500 expert financial read of your business — delivered in plain language, in 7 business days — with your top financial opportunities dollarized so you know exactly what to do next.
$1,500 · 7-day Turnaround · Actionable Expert Analysis · Delivered in a Plain English Report
What's included?
Five things you walk away knowing after we present your snapshot.
Clarity on where you stand today
An honest, non-judgemental assessment of your books, your profitability, as well as your cash and tax positions.
Confidence in what's already working well
Most business owners we work with don't realize just how many things they're getting right. We name those first because seeing your strengths is half the value of understanding the full picture.
Clarity on what's holding you back
We'll surface potential pricing gaps, billing gaps, cash timing problems, tax exposure issues, and decision-making blind spots.
Your custom next best step
You'll walk away knowing exactly what you should do next and what can wait, what's worth fixing now versus what becomes a bigger conversation later. The next move isn't always The Dashboard, sometimes it's something simpler.
Two weeks To Think It Through
We go through every finding together. Plain English. You ask every question you've been afraid to ask. We give you straight answers. After Jennifer presents your Snapshot, you'll have two full weeks to ask additional questions, pressure-test the findings, and decide what's right for you. No follow-up pressure. No sales calls
$1,500 · 7-day Turnaround · Actionable Expert Analysis · Delivered in a Plain English Report
“I built the Snapshot to give me and my clients full visibility into what's working well, and what can be improved inside their business. The goal of the Snapshot is a reality check of sorts, but delivered with an understanding that we look for possibilities, and never shame a business owner for where they are right now. We are only interested in showing them where they can go.”
—Jennifer Todd, CPA, MBA, Coach
Founder + CEO, FutureView CPA
What's the process?
Four steps, seven business days, no surprises, true clarity.
STEP 1 — You apply.
Fill out the short form. Tell us about your business and your biggest financial headache right now. We review every application personally.
STEP 2 — We dig in.
After a 30-minute intake call, we'll send you a welcome package, an indepth questionnaire, and once we have access, we'll review your last two to three years of tax returns, your books, and your project records. We'll run our analytical lenses across your business — profit, cash, tax position, and billing gaps
STEP 3 — We'll meet to discuss findings.
Within seven business days, Jennifer meets with you personally to present every finding. You'll see your full financial picture for the first time — finding by finding, in plain English. No report sent ahead. Every discovery lands in context, with Jennifer there to answer questions in real time.
STEP 4 — Two weeks of follow-up support, included.
After the presentation, you have two weeks of unlimited async support — no obligation, no hourly billing. Ask any follow-up questions that pop up. Pressure-test the findings. The decide if you'll take the next recommended step with us.
$1,500 · 7-day Turnaround · Actionable Expert Analysis · Delivered in a Plain English Report
The Snapshot
Pricing + Guarantee.
The Snapshot is a one-time, fixed-price engagement. There are no additional retainers, no surprise hidden fees, and absolutely no obligation to work with us afterward. The findings are your to keep regardless what you decide.
Our Satisfaction Guarantee:
✓ All-inclusive firm fixed price — no surprise bills ever
✓ Findings presented in person by Jennifer, a licensed Virginia CPA, with over 28 years of experience
✓ Two weeks of follow-up support included - ask us anything
✓ Plain English, always - if you don't understand something, we explain it until you do
$1,500 · 7-day Turnaround · Actionable Expert Analysis · Delivered in a Plain English Report
What sets Jennifer apart is how intentional and transparent she is. She takes the time to sit down with me, walk through the numbers, and make sure I fully understand what’s happening so there are no surprises when it comes to what’s owed. That level of clarity and communication has been invaluable as a business owner.
