Financial OS
Your business should work for your life. Not the other way around.
The Financial OS is for ambitious women coaches who are done building someone else's version of success and ready to design a business and financial life that is entirely, unapologetically their own.
THE PROBLEM
Every day, business owners make decisions that improve their business or improve their personal lives, but rarely both at the same time.
They’re looking for advice. But every time they find an answer, it doesn’t quite seem to fit…and the next one contradicts what they found before!
They optimize for profit at the expense of peace. They chase revenue at the expense of time. They build businesses that look successful from the outside and feel suffocating from the inside.
But it does not have to be that way.
The decisions you make in your business affect every part of your life. Your income, your time, your stress, your future, your family. And the decisions you make in your personal life affect your business too. Treating them as separate problems has always been the wrong approach.
You have to live your life. You have to be okay with the choices you make. That means every financial decision needs to account for the whole picture, not just the bottom line.
Get answers that are right for you to questions like —
How much should I be paying myself?
What do I need to do to develop more consistency in my cashflow?
How can I make more money without working more hours?
How much do I need to be saving for taxes, hiring, and strategic growth?
THE PHILOSOPHY
The Financial OS was built on a simple but radical belief: financial strategy should serve your life, not the other way around.
This is not about making your business as profitable as possible. It is about building something you love. A business that generates real wealth, supports the life you want, and does not require you to sacrifice everything to sustain it.
By integrating your business finances, personal finances, tax strategy, mindset, and long-term vision into one cohesive system, we can see the full picture of what you are building and where you want to go. And make decisions based on that, not on what the spreadsheet says in isolation.
That is what most CPAs and financial advisors miss….
The numbers do not exist in a vacuum.
You do not exist in a vacuum.
WHAT CHANGES
When your financial life runs on a system built around you, everything shifts.
You stop making decisions in the dark and start making them with clarity and confidence.
You stop dreading tax season because nothing surprises you anymore.
You start paying yourself intentionally, not whatever is left over at the end of the month.
You make bigger moves faster because you are not making them alone.
And you build a business that generates wealth without demanding everything you have in return.
One of my clients went from running launches every six weeks, exhausted and always chasing, to three a year. Her revenue went up. Her hours went down. That is not magic. That is what happens when your financial life is designed around what you actually want.
WHAT’S INCLUDED
The Financial OS is a high-touch, ongoing CFO advisory. Everything runs through one integrated system: your business finances, your personal finances, your taxes, and the relationship you have with money itself.
Monthly or biweekly CFO Sessions
Compensation & Distribution oversight
Personal finance integration
Energetics Layer
Direct access via Telegram
Year-round tax monitoring
Quarterly tax planning
Tax preparation is available as an add-on for clients who want filing handled in the same place.
THIS IS NOT FOR EVERYONE
The Financial OS is for the woman who has built something real and is ready to run it like the CEO she is. She is not looking for a bookkeeper, a tax preparer, or a course to take on her own. She wants a strategist in her corner, someone who knows her numbers as well as she does and is invested in where she is going.
If you are still in the early stages of building, we have other ways to support you. But if you are scaling, making real money, and ready to stop guessing, this is for you.
THE INVESTMENT
The Financial OS is available at two levels depending on where you are in your growth.
Financial OS — Intensive
$3,000/month Biweekly CFO sessions for clients in active growth, scaling, or navigating complexity.
Financial OS — Monthly
$2,500/month Monthly CFO sessions for clients with stable systems who need ongoing strategic oversight.
Tax preparation is available as an add-on. Individual returns start at $1,000 and business returns start at $2,500.
Not sure which level is right for you? We will figure that out together on our call.
Ready to install your Financial OS?
The first step is a conversation. We will look at where you are, where you want to go, and whether this is the right fit. No pressure, no pitch, just clarity.
Nice to meet you. I’m Mae!
I'm Mae, a CPA and CFO strategist who has spent years working alongside multi-6 and 7 figure women coaches.
I built the Financial OS because I kept watching brilliant business owners make decisions in isolation. Business over here, personal life over there, taxes somewhere else entirely.
There is a better way. And this is it.
