we are the yes cfos.
You're not there yet — not because of the money, but because of the decisions: when to raise, when to sell, when to expand, when to hire. That's exactly what we run for you, across every lever of your business.
Full advisory across all six levers — a diagnostic, an allocation map, and a team that implements it with you every month.
The ebook, the monthly template membership, and the certified mentorship — build fractional or head CFO skills on our exact framework.
Most CFOs are trained to find the reason not to. We're trained to find the way that works. When you bring us a decision, our job isn't to hand you a list of risks and walk away — it's to find the structure, the sequencing and the funding path that gets you to yes without putting the business at risk.
This is what we run on a real decision — a hire, a location, a raise. Six numbers, one verdict, nothing left out.
Three real client decisions — step through with the arrows.
Nothing here is a black box. This is the exact path from first call to running the 360 model inside your business.
A short conversation, both directions. We look at where your business is and where you want it to go, and tell you honestly whether we're a fit.
Financials, org chart, current spend by category. We diagnose off your real numbers, not a conversation alone.
Once we've reviewed your documents, we schedule a second call and walk you through exactly what we found, lever by lever.
We run the six levers with your team, month over month — not a one-time report that goes stale the week you get it.
Every dollar we're responsible for is measured against what it returns. You always know whether the engagement is paying for itself.
The moment the return drops below what you're investing in us, we pause the engagement. We don't keep billing you for something that isn't working.
We don't hand you off between six vendors who've never spoken to each other. One team runs all six, so a decision in marketing is already priced into tax, and a hire in HR is already checked against cash flow.
Live forecasting and capital strategy — your real runway and margin, always current.
Clean books, accurate payroll, and controls that catch a problem while it's still small.
Spend tracked back to margin, not impressions — funded the way everything else is.
Hiring plans and org structure tied to what the business can actually carry.
Entity structure and contracts built to hold the business you're growing into.
Planned all year, so every other decision already has its tax impact priced in.
"We've accomplished so much more with you than I really knew what we were missing until now."Tara, hair salon business co-owner
"You're in great hands with Ana."Phil, private wealth management coach
"This is exactly what I've been needing for so long — it goes a lot deeper than coaching. I'm excited to get our margins up more than anything."Hannah, salon business owner (Texas)
The 360 CFO isn't one person's spreadsheet — it's a team that runs all six levers together, so nothing you decide gets weighed in isolation.
Before the 360 CFO, Ana led a department of fractional CFOs, managing global teams and running the numbers for small businesses across wellness, salons, healthcare and consulting. She kept seeing the same gap: good financial reporting, no one actually deciding where the next dollar should go.
The 360 CFO is built to close that gap — a proprietary method that scores every decision across all six levers at once, run by a team who treats your business like it's theirs to grow.