Enlightening your path, guiding your future

Welcome to Satorie CFO Services, where financial expertise meets strategic leadership. We specialize in empowering businesses with comprehensive CFO solutions, from financial planning and risk management to insightful analytics and cash flows optimization. Let us drive your financial success while you focus on what you do best - operating and growing your business

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Why Do You Need a CFO?

Why Do We Need
  • Ensures your business's financial health and strategic growth

  • Manages budgets, forecasts performance, and aligns operation strategies with business goals

  • Provides timely and accurate financial reporting

  • Identifies and mitigates financial risks

  • Improves operational efficiency and optimizes cash flows

Our Services

CFO Services include:

  • Not your average bookkeeper: Satorie understands your business model and will leverage accounting knowledge to help you run your business smoothly and point to the operation expenses category where you're overspending

  • Monthly strategy call to review your book and highlights any updates needed to how you run your business and review the impacts of such updates

  • Provides analytics on your top clients vs top expenses

  • Benchmark your financial performance against industry standards

Strategy consulting services include:

  • Valuation of your business (if you're looking to sell, buy, or get a loan)

  • Create cash flow projection and business proposal for the SBA loan application

  • Build financial model for any businesses you're looking to start up

  • Provide due diligence on any businesses you're looking to acquire and evaluate how it fits in to your current portfolio of business

  • Help you shop for any loan you're looking for 

  • For startups: create pitch deck and materials, prepare you for investors meeting 

What Our Clients Say

"I was operating my business without much attention paid to the book. Before Satorie, all I could answer was whether or not I was making money. I had no idea how much I could make up to or, how much I could save and where. Now with Satorie's help, I can see many things: 1) on the revenue side, where my missed opportunities are, how much I could make there on a weekly basis, and what I need to do to get there 2) on the expense side, I can see which category is a money burner and how we could change it. For those reasons, Satorie's service is not a cost, it's an investment that has brought good ROI for my business. I also love that Lauren is very patient and is always ready to help out and takes the time to explain and educate me on anything and everything finance."

-Client from New York, NY-