So Where’s the Money?
As a CFO Advisor, I help business owners have consistent positive cash flow so you and your business can thrive.
Revenue Is Strong.
You’re excellent at what you do and you have the basics covered.
Bookkeeper?
Accountant?
Clean books and taxes up to date?
But you’re confused and frustrated because you don’t know:
How much you can safely pay yourself
Whether you can afford your next hire
If growth is helping or hurting your cash flow
Why the numbers don’t match how hard you’re working
YOU HAVE THE FINANCIAL REPORTS
You’re missing the financial guide who translates them into clear decisions.
That’s where I come in.
Hi there. I’m Kara.
OVER THE PAST 27 YEARS, I’VE BUILT AND LED MULTIPLE SEVEN-FIGURE BUSINESSES.
I know what it's like to make decisions with real consequences that affect people and families, not just financial reports and spreadsheets.
When the pandemic hit, my restaurant lost $25,000 in weekly revenue overnight.
Did I panic? Absolutely, this was a major business crisis.
But then I turned to the numbers. That clarity helped me navigate the crisis strategically, exit on my terms, and set the business up to keep thriving.
That’s what numbers can do when you know how to use them, and it’s exactly what I help business owners achieve.
TODAY, I RUN MY PRACTICE FROM A FARM IN ONTARIO, CANADA WHERE I CARE FOR RESCUE ANIMALS.
I built this life intentionally by understanding my numbers in every business I owned and making decisions aligned with my values.
Business isn’t easy. But it works when your numbers work.
I help you make the numbers work so you have consistent, positive cash flow.
CFO Advisory Services for BUSINESS OWNERS WITH BIG DREAMS
Most healthy businesses have book-keeping, tax filing, and compliance covered.
But those reports only show you where you’ve been.
I help you see where you’re going.
EACH MONTH, I GIVE YOU THREE THINGS SO YOU CAN MAKE DECISIONS GROUNDED IN DATA:
CLEAR FINANCIAL INSIGHT
I analyse the key drivers of your cash flow and profitability so you know what’s working well and what’s draining money.
FOCUSED ACTION PLAN
After my analysis, I recommend 1-3 priorities that will have the biggest impact on your cash flow.
CONFIDENT DECISION MAKING
I run “what-if” scenarios so you can see exactly where each decision leads before you commit.
THE RESULT IS THAT YOU STOP GUESSING YOUR NEXT DECISION.
Your instincts have gotten you this far, but you’re tired of always wondering if your next move is really the right one.
Now you know for certain what you can invest, what you can pay yourself, and what moves will actually help you achieve your business and personal goals.
Ready to get started?
“KARA’S WORK HAS GIVEN ME TOTAL CLARITY.”
I had the data, I had the spreadsheets, but I didn’t have a system to put it all together and see the big picture — I didn’t have the clarity to make better decisions.
Kara’s work has given me total clarity on both my finances and helped me build simple systems to stay on top of the numbers. I finally know exactly where things stand financially, and I feel totally empowered and in control — I have 100% clarity.
Working with Kara is quite possibly the best financial decision I’ve ever made, both for my business and for myself personally.”
— T.S.
Who I Work With
I work with established small to mid-sized business owners who excel in their craft but feel overwhelmed by the financial side of running a business.
YOUR BUSINESS
Earns $500K-$5M in annual revenue
Has been operating for at least 2-3 years
Has solid bookkeeping and accounting in place
Is profitable (or close to it) with a viable business model
YOU
Want to grow sustainably without second-guessing every decision
Are open to guidance and committed to doing the work
Value thoughtful decision-making over quick fixes
Are ready to run your business by the numbers with a seasoned CFO!
IF THAT SOUNDS LIKE YOU, LET’S TALK.
How We Work Together
We start by defining what success looks like for your business and for your life.
Then we translate that into clear financial targets, developing a 12-month and 5-year plan to keep us grounded in your goals.
From there, we meet monthly to keep you on track.
EACH 60-MINUTE SESSION FOLLOWS THE SAME RHYTHM:
REVIEW WHERE YOU’VE BEEN
I analyse your numbers behind the scenes, then we discuss what’s working and what’s draining cash. No judgment, just clarity!
FORECAST WHERE YOU’RE GOING
With your 5-year goals in mind, we will update your rolling 12-month forecast and then look ahead 30-90 days to check your progress and identify where your focus is best prioritised.
DECIDE WHAT TO DO NEXT
You leave with 1-3 clear priorities for the month. You know your next right move without feeling overwhelmed.
Between sessions, you have unlimited email and Zoom access for time-sensitive decisions.
And before you know it, you’ll be in a steady monthly rhythm that replaces guesswork with clarity on how to have consistent positive cash flow.
Frequently Asked Questions
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Your bookkeeper records transactions and keeps your books accurate. Your accountant focuses on tax compliance and filing. Both look backward at what already happened.
I look forward. I analyse your numbers to identify what’s driving profit and cash flow, and what needs to change to improve them. Then I translate that into a clear action plan for the next 30 days.
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Fair question.
During our Clarity Call, we’ll look at the numbers together to see exactly what’s happening in your business and what would need to change to improve cash flow. You’ll see the potential return before making any commitment.
All clients find that the decisions they make with clear financial insight more than pay for the investment. If your numbers show that I won’t be able to provide you with a clear ROI, I’ll say so.
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You don’t need to be. My job is to translate complex financial data into clear, practical language. You’ll leave every session knowing exactly what the numbers mean and what to do next (no finance degree required).
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For many business owners, having a CFO as an ongoing part of their team becomes invaluable as the business grows and evolves. For others, CFO advisory is exactly what they need for a season to build systems, gain clarity, and get back on track.
Either way, I work on a month-to-month basis. Rather than locking clients into long-term contracts, I believe the best relationships are built on ongoing value, not obligation. You can always cancel with 30 days’ notice.
That said, meaningful financial transformation takes time. Most clients work with me for at least 12-18 months or more because that’s how long it takes to see a full cycle of implementation, adjustment, and sustained improvement, especially as businesses change! But the commitment is always yours to make, month by month.
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No. I work alongside your existing financial team. Your bookkeeper and accountant continue doing what they do best. I provide the strategic, forward-looking guidance that helps you make confident decisions about growth, hiring, and cash management.
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Absolutely. I work with business owners across North America and internationally. The strategic financial work I do — cash flow analysis, forecasting, and action planning — works regardless of where your business is located. (You’ll keep your local accountant for tax prep and compliance.)
“What seems impossible now becomes entirely possible when you have the right financial partner.”
Kara TrevAna
What Clients Are Saying
I now have a money management system that is easy to use and maintain, and I’m building a plan for long-term income growth.
DEBBIE
I feel more confident in my relationship with money and clearer on setting goals to set me up for financial freedom.
CYNTHIA H.
Kara helped me understand the big picture of my finances — what my actual expenses and income are.
AMY J.
Your Investment
Monthly CFO advisory ranges from $2,000–$6,000 CDN ($1,400–$4,000 USD) a month depending on your business’s scope and complexity.
I only take on clients where I’m confident the financial clarity and decisions we make together will more than cover my fee. If it doesn’t make sense financially, I’ll tell you.
We’ll discover whether this is the right fit for both of us during our Clarity Call.
Ready to Get Clarity?
Let’s start with a conversation.
In your complimentary Clarity Call, we’ll talk about what’s happening in your business, where you want to go, and whether it makes sense to work together.
No pressure or obligation, just a straightforward chat about your numbers and your goals.
