Penny Rose, CPA

Personal CFO for content & course creators, and coaches

More confident financial decisions for content & course creators, and coaches with $250,000 to $2,000,000 in sales.

Tax planning

You know how to make money, but you don't know:

  • how long the cash from your last launch is going to last.

    You know you can launch. You just want to make sure your launches are profitable and leave you with enough runway until your next launch.

  • if you are bleeding out more cash on subscriptions than you realize.

    It's okay to want get that new subscription. You just need to know whether or not you have the money for it.

  • if you are spending the right amount of money getting customers.

    You know spending money to attract new customers works. You just need to know if you should hit the gas or the brake.

  • how to connect the money dots from here to retirement.

    You know you need to invest money for the future. You just need to know how the money you set aside now will grow to be the amount of money you need when you want to step away from your business.

About me

My husband and I are full time RVers.

If you are an RVer, know that I understand the unique opportunities and challenges of running an online business without a sticks and bricks home.

RV Content Creator

I help content & course creators, and coaches on their journey from making $250,000 to $500,000.  And I help them get there in 18 months or less.

How we get there

Accounting
Onboarding

I will collect a bunch of information from you so that we have both a baseline and a high level view of what is happening in your business.  

accounting
Working together

I’ll be tracking your sales so that you are on target.  I’ll be making comparisons between years and launches so that you can learn what went well or what you might want to fix next time.

Chief Financial Officer
Personal CFO

Make sure the money from your launch lasts until your next launch.

Tax Baseline

I will see if you are paying more in taxes than you need to be.  I will make sure you are paying enough in estimated payments based on what you’ve earned so far, so you won’t get hit with a surprise tax bill.

tax advisor
Tax Advisor

Always be prepared and have enough cash for your tax payments.

personal finance
Financial Coaching

Get yourself financially free and in control of your time.

Why me?

You won't be confused and in the dark about your money.

You:

  • want to be profitable.
  • are excited about the progress you are making and you would love to be even more profitable.
  • want to have a nest egg of profits available if you ever want to step away from your business and maintain your lifestyle.

Working with me means you will:

  • have the numbers you need to make the decisions you want to make about investing in your business.
  • be able to reach me when you need answers.
  • know what is going on in your business throughout the year, so you don't have to wait until the end of the year.
  • know where your numbers are supposed to be.
  • feel confident you know exactly how to get back on track when your launches don't go as planned.

Bronze package

For the course or content creator, or coach who is just crossing over $200,000 in sales. You are headed for $250,000 and realize you need a better accounting system. You know you don't want to lose control of your finances and have no idea what is happening with your money.

Silver package

For the course or content creator, or coach who has crossed over $250,000 and realizes they have lost control of their money and need a financial expert to clean things up and establish a framework to expand sale capabilities.

Gold package

For the coach who has let go of one-on-one coaching and is fully in programs and memberships. You need a higher level of sophistication to forecast out your financials because you are building out your team. You need to have a longer range view of your financials so you can understand your range of growth trajectories.
Financial Coaching

Cash flow

I'll help you know if you can afford to hire that contractor you need. I understand what death by a thousand subscriptions means.

Small Business Tax

Retire some day

I'll help you connect the financial dots from where you are today to where you need to be when you decide to step away from your busines.

Personal CFO

Marketing and advertising

I'll help you figure out how much you can spend on advertising for your next launch.

Testimonials

With 10+ years of experience

We’ve established a 20-client limit, so we can provide a high-touch experience.  We onboard a maximum of 2 clients per month, so we can devote adequate time to getting up to speed.

Because we are almost full, my next onboarding is in October 2023.  If you would like to be on the list for my next opening, you can fill out the form below and submit a fully refundable deposit of $25.

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Happy Clients

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Case Completed

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Years of Experience

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Happy Clients

Case Studies

Best case studies for the
future reference

Small Business Tax

We love content creators

We specialize in working with content...

Blog and tips


Featured guide and articles

Small Business Tax
Uncategorized

We love content creators

We specialize in working with content creators....

RV content creators are giving followers hope by showing how to thrive while living in an RV full-time.

RV content creators are giving followers purpose to break out of their rut.  Followers, like us, transformed their lives.  My husband and I have RV’d full-time for over two years.  I want to help RV content creators thrive so they can keep making content that leads to transformation.

RV
RV
Core values
faq

Frequently asked questions

We use QuickBooks Online.  We want you to be successful no matter what.  So we're going to move you over to QuickBooks online if you are using something else.  With QuickBooks, we can leverage the power of the tools to be able to provide projections.  You need reliable, solid projections to make the decisions that will create the success that you want. 

Yes.  If you've not been able to keep up with your bookkeeping, we can help bring your books up to date.  Depending on how many months and the complexity, we can give you a flat rate price on bringing your books up to date.

I know you want maintain control over your books, but in order to become the business owner that you want be, it's time to let it go. You need bandwidth for high level thinking to make that change from $250,000 to $500,000.

Yes, we file taxes for 95% of our clients.  We will file your personal and business tax returns, and issue K1s, if applicable.

Feel free to shoot me a quick email at penny@fefifofumservices.com

Contact me

Ready to book a call to talk about your financial needs?

Email

penny@fefifofumservices.com

Email

penny@fefifofumservices.com

Contact

904-345-0676

Get in touch

My Financial Freedom Countdown