Welcome to The Virtual CFO Brief
Welcome to The Virtual CFO Brief: Executive-level financial tools — pre-built, plug-and-play, and designed specifically for coaches and consultants who’d rather serve clients than crunch numbers.
If you’re a coach or consultant running a six-figure business, you already know your craft. You know how to deliver results for clients. You know how to close deals and build relationships.
What most coaches and consultants don’t have? The financial visibility to actually run their business like a business.
Not because they’re not smart enough — but because no one handed them a CFO-level system designed for how they actually operate.
That’s exactly what The Virtual CFO Brief exists to fix.
You’ll receive ready-to-use financial toolkits — built for service-based business owners who want CFO-level clarity without hiring a CFO, without learning accounting software, and without spending hours on things that aren’t client work.
If you’re asking yourself: “How do I actually know if my business is healthy? Am I pricing right? Where is my money going? When do I stop guessing and start knowing?”
You’re in the right place.
💼 Who Is This For?
The Virtual CFO Brief is built for three types of people:
Established Coaches — You’ve crossed six figures. Revenue is coming in. But you don’t have a clear picture of profit, margins, or where the money actually goes. You need systems — not spreadsheets you have to build from scratch.
Independent Consultants — You’re billing clients, juggling retainers, and managing project-based revenue. Tracking what’s coming in, going out, and what’s actually profitable shouldn’t be a second job. This newsletter is your shortcut.
Solo Service Providers — You run a lean, high-value practice. Your time is your inventory. You can’t afford financial blind spots — and you definitely can’t afford to hire a full-time CFO. We built this for you.
Here’s what’s standing between where you are and the financial clarity you need.
💰 The 10 Biggest Financial Problems Coaches and Consultants Face
Chances are, at least one of these sounds familiar. We’ve seen all of them — repeatedly.
Problem #1: Revenue without clarity — Money is coming in, but you can’t tell if your business is actually profitable once you account for expenses, time, and taxes.
Problem #2: Pricing on instinct, not data — You set your rates based on what “feels right” or what competitors charge — not on what you actually need to hit your income goals.
Problem #3: No cash flow visibility — You never quite know when the next big check is coming in, making it hard to invest in growth, pay yourself consistently, or sleep well.
Problem #4: Expenses creeping up invisibly — Software subscriptions, contractors, tools — they add up. But without a system, you don’t notice until you check your bank balance.
Problem #5: Tax season surprises — Every year, Q4 becomes a scramble — receipts, categories, underpaid estimates. Financial tools can prevent this entirely.
Problem #6: No idea which offers are most profitable — You have multiple services or packages, but no way to know which ones actually make you the most money per hour of effort.
Problem #7: Inconsistent owner pay — Some months, you pay yourself well. Others, not so much. There’s no system — just whatever’s left after expenses.
Problem #8: No financial dashboard — You run your business from your inbox and gut. There’s no single place to see the financial health of your business at a glance.
Problem #9: Tools that weren’t built for you — Accounting software is designed for product companies with inventory. QuickBooks and Xero weren’t built with coaches in mind.
Problem #10: Decision-making without numbers — Should you hire? Lower prices? Launch a new offer? Without financial clarity, every major decision is a guess.
Every issue of The Virtual CFO Brief is built to solve at least one of these — and give you the tools to solve it yourself, in minutes.
📈 What You Get
The Virtual CFO Brief isn’t a newsletter full of advice. It’s a delivery mechanism for tools — the kind a real CFO would build for you, but without the $200/hour engagement fee.
Every two weeks, you receive one complete, ready-to-use financial toolkit. Here’s what that looks like:
Pre-Built Financial Templates
Profit & loss trackers, cash flow forecasters, pricing calculators, offer profitability models, tax reserve estimators — built, formatted, and annotated. Drop in your numbers. Get your answer. No financial background required.
Plain-Language Walkthroughs
Every toolkit ships with a step-by-step guide. Not jargon. Not theory. A clear walkthrough so you know exactly what the tool does, what numbers to plug in, and how to interpret what comes out.
CFO-Level Decisions Made Simple
Pricing a new offer. Planning a hire. Evaluating whether to drop a service. We translate complex financial decisions into frameworks you can apply in 20 minutes or less — without a finance degree or an accountant on speed dial.
Benchmarks Built for Service Businesses
Healthy profit margins. Owner pay ratios. Revenue-per-client targets. We give you the numbers that actually matter for coaches and consultants — so you know where you stand, not just what you made.
By the time you finish reading each issue, you have something concrete you can use — that week, in your business.
👋🏾 Who’s Writing This?
The Virtual CFO Brief is written by Katishia Gallishaw, founder and CEO of KG Virtual CFO — a firm built on 20+ years of accounting experience and a genuine love for helping small business owners finally feel confident about their finances.
After years of sitting across the table from brilliant coaches, consultants, and service providers, Katishia kept seeing the same thing: smart, successful people making costly decisions simply because no one had ever given them the full financial picture. So she built a practice dedicated to changing that — one business owner at a time.
The KG Virtual CFO Team
We’re a team of finance professionals and advisors who specialize in working with service businesses in the $500K–$2M revenue range — the stage where things get exciting, the stakes get real, and having the right financial foundation makes all the difference.
From S-Corp structuring to Profit First implementation to nonprofit and faith-based organizations, we’ve built the systems, run the numbers, and walked alongside business owners through the moments that matter most.
Now we’re bringing all of that experience here — packaging our best tools, insights, and strategies into something you can actually use, whether we’re working together directly or not.