Providing accurate CFO services
Why She Knows Profits.
She Knows Profits isn’t just a CFO service—it’s your financial strategy partner.
We help business owners, nonprofit leaders, and franchise operators stop guessing about their money and start building profit-first systems that actually work.
Led by a Certified Fractional CFO and Profit First Professional with over 15 years of tax and financial strategy experience, we bring together purpose and profit—so you can grow with confidence.
What Makes Us Different?
✔️ Profit First Certified
We use the proven Profit First method—but with a strategic edge. Your profit becomes a plan, not just what’s left over.
✔️ Purpose + Profit Alignment
Whether you’re running a mission-driven nonprofit or a multi-location franchise, we design financial systems that support your goals—not drain your energy.
✔️ Clarity Over Chaos
No more spreadsheets you avoid. We simplify everything with dashboards, tools, and visual plans you actually understand.
✔️ CEO Empowerment
You’ll learn how to lead with your numbers, protect your pay, and finally make financial decisions with confidence—not fear.
Our Core Services
✅ The Profit Clarity Session™
Your Financial Wake-Up Call
A strategic diagnostic to uncover hidden profit leaks, clarify your financial gaps, and create a customized plan for sustainable success.
Best for: First-time Profit First clients and overwhelmed CEOs who need clarity now.
✅ The SHE Framework™
Structure. Health. Earnings.
Our signature Profit First implementation system, fully built out with custom bank accounts, allocation rhythms, owner’s pay plans, and financial automation.
Best for: Founders ready to organize their money and finally pay themselves first—with structure that sticks.
✅ The Growth & Profit Pathway™
Your Personalized CFO Support Plan Ongoing financial advisory for growing businesses that need more than bookkeeping. Monthly (or biweekly) calls, dashboards, forecasting, and accountability to help you stay on track and grow with intention.
Best for: CEOs who want strategic guidance without the full-time CFO salary.
Specialized Services for Niche Clients
🟣 Grant + Fund Management (Nonprofits)
🟢 Multi-Unit Profit Planning (Franchises)
🗣️ Ready to turn profit into a plan?
Whether you’re just getting started or you’ve already completed your Profit First Assessment, the next step is building a system that pays you first, funds your mission, and supports your next level of growth.
What we do and how we do it.
Express Tax Financial Group utilizes the Profit First method of cash management. Our team is trained and certified by the Profit First Professionals organization to guide business owners and entrepreneurs in maximizing their profits.
Any accountant can do your taxes and reconcile your books. But how many accountants will also drive profitability in your business? That’s what we do. We are a Profit First certified firm.
Our firm is one of the select few, nationwide, that have received a certification in Profit First. What does this mean for you? We will guide you with the methods to greatly increase the profitability of your business. Of course, we will manage your accounting, do your tax returns and help you with your books – but any accountant can do that. We also provide the most important financial factor – maximizing your profits.
Give us a call (or drop us an email) for a profitability assessment and profit strategy guide. This service is completely free and by the end of our discussion you will be well equipped to boost your profits (fast).
