The Concierge CFO

Business Services · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
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About The Concierge CFO

The Concierge CFO offers financial advisory services tailored specifically for women of color solopreneurs, focusing on aligning business profits with personal wealth. Through programs like the Profit to Paycheck Intensive, clients receive personalized guidance to create a structured financial plan that balances their business and personal finances, enabling them to achieve financial freedom. The founder, Ashley Harlan, leverages her experience as a CFO to empower clients to manage their finances effectively and build sustainable wealth. The company promotes clarity, structure, and accountability, ensuring that clients can enjoy the benefits of their hard work without the stress of financial uncertainty.Explore more
The Concierge CFO's Social MediaPopular SearchesThe Concierge CFOSIC Code 87,874NAICS Code 54,541Show more

The Concierge CFO Org Chart

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Ashley Harlan, Chief Financial Officer, Fractional at The Concierge CFO
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Chief Financial Officer, Fractional

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Principal Fractional Chief Financial Officer

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Vice President, Financial Planning Analysis

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Concierge CFO

<$5M
11-50
Private
-
2018
Ashley Harlan, Chief Financial Officer, Fractional at The Concierge CFO
Ashley HarlanChief Financial Officer, Fractional
<$5M
1-10
Private
-
2007
N/A
<$5M
11-50
Private
-
-
TH
Thomas HallFinancial Specialist
<$5M
1-10
Private
<$5M
2003
CC
Carrie CasdenManager, Top Business Certified Money & Financial Coach
<$5M
1-10
Private
<$5M
2013
<$5M
11-50
Private
-
2021
Brendan Gross, Chief Financial Officer at Wealth Spring
Brendan GrossChief Financial Officer
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

The Concierge CFO is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

The Concierge CFO is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about The Concierge CFO.

The Concierge CFO Tech Stack

A closer look at the technologies used by The Concierge CFO

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Frequently Asked Questions Regarding The Concierge CFO

What is The Concierge CFO's official website?
The Concierge CFO's official website is www.theconciergecfo.com
What is The Concierge CFO's Revenue?
The Concierge CFO's revenue is <$5 Million
What is The Concierge CFO's SIC code?
The Concierge CFO's SIC: 87,874
What is The Concierge CFO's NAICS code?
The Concierge CFO's NAICS: 54,541
How many employees does The Concierge CFO have?
The Concierge CFO has 11-50 employees
What industry does The Concierge CFO belong to?
The Concierge CFO is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is The Concierge CFO competition?
The Concierge CFO top competitors include: Secure Retirement, Wealth Spring, Summit Financial Management, Capital T Solutions
What technology does The Concierge CFO use?
Some of the popular technologies that The Concierge CFO uses are: Squarespace Online Stores, Embedly, Adobe Typekit, YouTube
Who is the CFO of The Concierge CFO?
The Concierge CFO's CFO is Ashley Harlan
What does The Concierge CFO do?

The Concierge CFO offers financial advisory services tailored specifically for women of color solopreneurs, focusing on aligning business profits with personal wealth. Through programs like the Profit to Paycheck Intensive, clients receive personalized guidance to create a structured financial plan that balances their business and personal finances... , enabling them to achieve financial freedom. The founder, Ashley Harlan, leverages her experience as a CFO to empower clients to manage their finances effectively and build sustainable wealth. The company promotes clarity, structure, and accountability, ensuring that clients can enjoy the benefits of their hard work without the stress of financial uncertainty.Read More

What are The Concierge CFO social media links?
The Concierge CFO Linkedin page
Is The Concierge CFO a public company?
The Concierge CFO is private company therefore does not currently have an official ticker symbol
See more information about The Concierge CFO

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