Accounting/Tax Compliance
Willow Cultivator - Accounting Assessment
Willow Virtual CFO
Accounting/Tax Compliance
emerging

The Willow Business Cultivator

Your First Step Toward Confident, Strategic Growth

Just like a flourishing garden starts with rich, well-tended soil, a thriving business begins with a solid financial foundation. The Willow Business Cultivator is our signature paid assessment and discovery experience—designed to nurture your financial health, weed out inefficiencies, and plant the seeds for long-term, sustainable growth.

Whether you’re preparing to scale, streamline, or simply want to better understand the landscape of your business, this is where your next season of growth begins.

What You’ll Get:

  • A Deep Dive into Your Financial Health We review your current financial systems, reports, and structure to identify gaps, inefficiencies, and opportunities.

  • Strategic Roadmap for Growth Walk away with a customized action plan and recommendations tailored to your goals, cash flow, and industry dynamics.

  • Expert Eyes on Your Business You’ll meet with a senior advisor or CFO who brings experience, clarity, and a fresh perspective to your financials.

  • Clarity on Whether We’re the Right Fit If we move forward together, we’ll already have a strong foundation in place. If not, you’ll still leave with valuable insights and next steps.

Packages

Growth
$3,000/project
6 weeks
delivery time

Grow & Scale

  • Consult: Approx. 8 hrs

  • Historical Accounting Assessment

  • Legal Entity Structure Assessment

  • Historical Tax Assessment

  • Basic Accounting Systems Assessment, including Billing & AR, AP, Payroll, Month-End Close

  • Budget Assessment

  • Cashflow Assessment

  • Accounting Team Assessment

  • Advanced Accounting Assessment, including revenue recognition, accrual processes, fixed asset & depreciation, industry specific accounting

  • Assessment Findings & Recommendations Report

Best Fit for businesses that answer Yes to any of these ?s -

  • Over $2 million in annual revenue?

  • Over 20 employees?

  • Over 6 entities?

Synthesis & Synergy
$2,000/project
4 weeks
delivery time

System & Team

  • Consult: Approx. 6 hrs

  • Historical Accounting Assessment

  • Legal Entity Structure Assessment

  • Historical Tax Assessment

  • Basic Accounting Systems Assessment, including Billing & AR, AP, Payroll, Month-End Close

  • Budget Assessment

  • Cashflow Assessment

  • Accounting Team Assessment

  • Assessment Findings & Recommendations Report

Best Fit for businesses that answer Yes to any of these ?s -

  • Over $1-2 million in annual revenue?

  • Over 11-19 employees?

  • Over 2-5 entities?

Synthesis
$1,500/project
4 weeks
delivery time

System

  • Consult: Approx. 4 hrs

  • Historical Accounting Assessment

  • Legal Entity Structure Assessment

  • Historical Tax Assessment

  • Basic Accounting Systems Assessment, including Billing & AR, AP, Payroll, Month-End Close

  • Budget Assessment

  • Cashflow Assessment

  • Assessment Findings & Recommendations Report

Best Fit for businesses that answer Yes to any of these ?s -

  • $1 million in annual revenue?

  • 10 employees?

  • 2-3 entities?

Roots
$750/project
4 weeks
delivery time

Foundation

  • Consult: Approx. 2 hrs

  • Historical Accounting Assessment

  • Legal Entity Structure Assessment

  • Historical Tax Assessment

  • Assessment Findings & Recommendations Report

Best Fit for businesses that answer Yes to any of these ?s -

  • Under $1 million in annual revenue?

  • Less than 10 employees?

  • 1 entity?

About Willow Virtual CFO
Accounting
emerging
Virtual CPA & CFO Services ~ Gain Financial Clarity and Confidence to fuel your Success. Industry-Specific Expertise Tailored financial solutions for construction, legal, and dental businesses. Proactive Financial Guidance Strategic insights to drive growth and avoid costly mistakes. Personalized Support Dedicated advisors committed to your long-term success. Empower Your Business Growth~ Our clients achieve remarkable results with clear financial insights and expert guidance: ~Improved cash flow management ~Informed decision-making based on accurate data ~Accelerated business growth within their industry ~Reduced financial stress and better work-life balance
Company Experts
Jaime Staley | Solutions Marketplace | ShapeConnect
Jaime Staley
Co-Founder, CPA, CFO
Jaime Staley, Owner, CPA, MSA is focused on improving growth and profitability for her service-based business clients. With over 25 years of accounting and finance experience, she excels working directly with business owners to help them understand the financial status of their company. Jaime prides herself on her strong work ethic, passion for teaching and ability to learn quickly. Her clients love her personable approach and know that she operates with their best interest in mind, acting as a partner and advisor.
CPA, MSA
["Accounting","Finance","Data Analytics"]
Katina Peters | Solutions Marketplace | ShapeConnect
Katina Peters
Co-Founder, CPA, CFO
Katina Peters, Owner, CPA, CGMA is a business growth and profitability advisor with a passion for helping clients achieve their dreams. Katina works with service-based businesses, focusing her expertise on law firms and construction contractors. She utilizes her credentials, education and 20+ years of experience as a Certified Public Accountant and Chartered Global Management Accountant in providing clients with insight to their business and acts as a partner in strategic planning and execution.
CPA, CGMA
["Accounting","Finance","Data Analytics"]
Select Package
Growth
$3,000/project
Timeframe: 6 weeks
Synthesis & Synergy
Synthesis
Roots
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