Jenni Davis

Jenni Davis

Certified Since:: 2020

Expert Overview

Hi I'm Jenni! I'm a Certified Profit First Professional, CFO, and Operations Manager combined into one role. 

With over 25 years of experience, I come into service based business as the "Chaos Tamer," the "Money Manager," and the CEO's #2 in the day to day financial operations of the business. Our goal is to eradicate financial stress for our clients and plan for profit like they’ve never seen before. We’re breaking the mold in the accounting/CFO space, combining financials and operations in a way that skyrockets cash flow and plans for profit. Through profit strategy and cash flow design, we come alongside our clients with a “can do” attitude and take ownership of the financial aspect of the business so they don’t have to anymore. 

We believe it's not about how much you earn, it's about how much you keep! 

Skills & Training:

Certified Online Business Manager (OBM)
Certified Director of Operations (DOO)
Certified Profit First Professional
Certified Quickbooks Pro Advisor
Cash Flow Coach



Online tools & systems:

QuickBooks Online, Keeper, HubDoc, DocuSign, Active Campaign, ClickUp, Dubsado, Member Vault, Thrive Cart, Gusto, Whatsapp, Voxer, Canva, Google Family of Apps