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Bringing business owners financial insights on profitability and cash flow

About Me

My name is Diana Miret, and there are two things that I need in my life (besides my beloved family and two Chihuahuas): Coffee and business books. Coffee keeps me alive, books keep me passionate. (My favorite business book is "The Road Less Stupid" by Keith Cunningham- you should give it a try!)

In my 35 years as an executive and CFO, I’ve helped hundreds of businesses reach 7 figures and achieve the wealth needed to pursue what matters to them most, be it health, family, life, traveling, and more.

Today, I focus my energy on helping small business CEOs redefine success by finding peace of mind, giving them clarity about their numbers, and helping them reach their financial goals.

I look forward to helping you do the same.

My Consulting Services

Strategies For Success

Goal Setting

Business owners struggle to translate their personal goals into financial ones. Want to pay off your mortgage in 5 years? Want to put kids through college? Get a big nest-egg for your retirement years?

Your business can and should help you achieve your goals. But it takes intention and planning to get it done.
Let's work together to make your"someday" goals a reality.

Cash Flow Forecasting

Cash flow forecasting means detailing the money coming into your business and monitoring it against outgoings such as bills, salaries and other costs. The forecast gives you a complete picture of the cash available to the business for growth.

Using Profit First, we safeguard needed cash and protect a consistent profit.

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Review of Financial Statements

The 3 most important financial reports that a business owner should review on a monthly basis are: Profit & Loss Statement, Balance Sheet and the Statement of Cash Flows.

I review these statements with you each and every month and give you my perspectives into what is going well, what is not going well, and what needs to change immediately.

My Tool-Kit

Monthly / Bi-Weekly Indepth Strategy Calls

Profit First Certified

Fix This Next Certified

Certified Business Process Master

Certified Project Management expertise

KPI Tracking

FathomHQ Certified

Experience, at a fixed, affordable cost

The cost of hiring a full-time CFO can range from $175,000 to over $480,000 per year, plus vacations, bonuses, and other benefits. This cost can be significant for new and growing businesses. A Virtual CFO can provide the following services: cash flow management, CPA and bookkeeper relationships, weekly company meetings, business forecasting, company-wide KPIs, and more, all at a fraction of the cost of a full-time CFO.

My CFO service ranges from $1000 to $1800 per month, depending on size of business.

Testimonials

"So this just happened! My CPA called me to talk about making my payroll, FICA and Unemployment taxes and withholdings and something else but my eyes just glazed over!!

But when she asked me what was your income for the last 3 months and what was your personal and business expenses...I perked right up. I was like stand by let me run my numbers!!

Logged in to my Mint and ran the income and expense trends and gave the numbers lickety split!!!

I felt so freaking smart and savvy. Thanks, Diana. You are awesome!!"

"Do I think Diana is a miracle worker? You bet I do. I have recommended her and Profit First to so many people. I am still in awe as to how this turnaround happened. I don’t understand why this system works, but I don’t care. My bank accounts all show healthy balances, I’m paying myself, and I’m taking a twenty-three-day vacation with my husband in August. Amazing!"