Digital Product CFO Advisory
Digital Product CFO Advisory helps creator-led businesses turn scattered financial activity into clearer business visibility — so you can better understand profit, owner pay, tax reserves, product performance, cash flow, and what the business may be able to support next.
For established digital product creators with money moving through the business and decisions that need clearer numbers behind them.
The CPA + MBA Difference
A bookkeeper can categorize transactions. A CPA can help you stay tax-ready. Both matter. But creator-led businesses often need another layer: someone who can help connect the numbers to the actual decisions you are making inside the business.
That is where my CPA + MBA background comes together.
The CPA side helps me understand the financial side of the business: records, tax readiness, money movement, reserves, profit, and structure. The MBA side helps me connect those numbers to business insight: offers, expenses, owner pay, cash flow, growth decisions, operations, and what the business may be able to support next.
Because organized numbers are helpful. Decision-ready numbers are what change how you run the business.
Creator Books
Monthly bookkeeping and reconciliation built for digital product creators with revenue moving through multiple platforms and processors.
Monthly Bookkeeping
For creators who want clean, current books and organized monthly reporting.
Add-ons:
Additional account: $100/month
Additional revenue platform: $100/month
1099 filing: starting at $250/year
Monthly Bookkeeping
For creators with more platforms, more accounts, faster support needs, or more complex monthly activity.
Everything in Creator Books, plus:
Note: Final pricing is based on revenue platforms, account volume, transaction complexity, and cleanup needs. Bookkeeping cleanup work is separate and starts at $2,000.
Organized Numbers Are Not Always Decision-Ready Numbers
You may already have bookkeeping software. You may already have reports. You may already have a tax preparer. And still feel unclear when it is time to answer questions like:
That does not mean your current support is wrong. It means you may need a clearer way to review, understand, and use the numbers you already have. That is where Digital Product CFO Advisory comes in.
What Gets Clearer
Advisory is designed to help you connect the dots between the money moving through your business and the decisions you are already making.
Understand what is coming in, what is going out, and where your business money may need more structure or attention.
Get a clearer view of what the business may actually be keeping and how money is moving month to month.
Review how owner pay and tax reserves fit into the business, so these decisions are not based only on bank balance or guesswork.
See which offers may be creating profit, pressure, complexity, or opportunity inside the business.
Use a clearer monthly view of the numbers to support better business conversations and decisions.
Dashboards That Support Decisions
A dashboard is only useful if it helps you see what matters. Inside advisory, dashboards are used to make your business numbers easier to review and discuss — so you are not relying on scattered platform reports, bank balance alone, or disconnected spreadsheets.
The goal is not to make the business look fancy. The goal is to make the business easier to understand.
Dashboards may support visibility around business money movement, profit and cash flow patterns, owner pay and reserve conversations, product or offer performance, and monthly review notes.
The dashboard is not the whole offer. The dashboard is the visibility tool we use to support better business conversations.
Best Fit
This is designed for digital product creators and creator-led businesses that have moved beyond “I just need to know if I made money” and into “I need to understand what these numbers mean for the business.&rdquo"
This may be a fit if:
Not the Right Fit
This is not the right fit if:
If you are earlier in your business or need to build the foundation first, start with The Creator's Financial Foundation or take the Creator Business Foundation Check.
Ways to Work Together
Not every creator needs the same level of support. Some need the foundation built first. Some need group implementation and review. Others need ongoing advisory.
Offer 1
Best for: Creators who want private support setting up a clearer financial foundation.
Investment: $2,000–$2,500
Apply for the IntensiveOffer 2
Best for: Creators who have the basics in place and want group support implementing a monthly review rhythm.
Founding cohort: $1,997 / Future: $2,997–$4,500
Join the WaitlistOffer 3
Best for: Established creator-led businesses with consistent revenue, moving parts, and decisions that need more than another spreadsheet.
Investment: Application-based
Apply for Advisory SupportWhat We Look At
The goal of advisory is not to create more reports. It is to make your existing business activity easier to see, understand, and use. Depending on the engagement, we may review:
You do not need more numbers for the sake of numbers. You need numbers that help you make clearer business decisions.
Decision Support
Creator-led businesses move fast. Advisory helps you slow down enough to understand what the numbers may be showing before you make the next decision.
Common questions advisory may support:
How It Works
Share where your business is now, what you sell, what feels unclear, and what kind of support you are looking for.
I review whether advisory is the right next step or whether the course, intensive, or another resource is a better fit first.
If we work together, we clarify what visibility is needed and what decisions the business needs support around.
We use dashboard reviews and financial conversations to understand what happened, what it may mean, and what needs attention next.
The goal is not perfection. The goal is a clearer monthly rhythm that helps you make better decisions with the money already moving through the business.
Clear Scope Matters
Because this work touches business money, taxes, cash flow, and decision-making, clear boundaries matter. Digital Product CFO Advisory is CPA + MBA-led business advisory and financial visibility support for creator-led businesses.
When questions fall outside the advisory scope, I can help you identify what to ask the appropriate tax, legal, or financial professional.
Ready for Clearer Business Money Visibility?
You do not need more scattered numbers. You need a clearer monthly view of what the business is doing and what those numbers may mean for profit, pay, taxes, cash flow, and next decisions.
Not sure if advisory is the right fit? Start with the free Foundation Check first.
No. Advisory is not bookkeeping-only support. Bookkeeping organizes transactions. Advisory helps you review and understand the numbers so they can support clearer business decisions. If bookkeeping is needed, that may be handled separately or with your existing bookkeeper.
No. Advisory does not include tax return preparation unless separately agreed in writing. Advisory may include tax reserve tracking, tax readiness conversations, and questions to discuss with your tax preparer.
No. Digital Product CFO Advisory does not provide personal financial planning, investment management, or investment recommendations. The focus is business financial visibility, profit clarity, owner pay, tax reserve rhythm, dashboard review, and business decision support.
Not necessarily. Some clients already have a bookkeeper or CPA and need more decision-ready visibility. Others need help understanding what systems or support should come next. The application helps determine the right fit.
Start with The Creator's Financial Foundation or the Creator Business Foundation Check. Advisory is best for creators with revenue, moving parts, and decisions that need clearer numbers behind them.
Digital product creators, course sellers, template sellers, membership owners, creator-led online businesses, hybrid product/service businesses, and digital entrepreneurs with revenue coming from platforms, processors, launches, products, or online offers.
Advisory helps you understand what the numbers are showing and what questions to consider. You remain responsible for your business decisions. When needed, I may recommend bringing specific questions to your tax, legal, or financial professionals.
Digital Product CFO Advisory provides CPA + MBA-led business advisory and educational support. Services do not include investment management, personal financial planning, legal advice, audit or assurance services, or tax return preparation unless separately agreed in writing. Information provided is for business education and decision-support purposes and should not replace guidance from qualified professionals familiar with your specific circumstances.