Carenna Willmont is a financial consultant who offers unique methods for structuring finances in a dynamic and life-changing way. Her services include setting goals, customizing accounting systems, reviewing finances, creating budgets, income planning, designing savings systems, and coordinating meetings with financial teams. She offers hourly consulting at $150/hr or monthly retainers based on business needs, and some packages include profit sharing.

1. “Carenna Willmont is a very intuitive and aware financial consultant. Her methods are
unique and show that she has a perception of how a person or business can structure
and look at their finances in a way which is dynamic and, for me, life changing.”
Ashleigh Underwood of Ashleigh Underwood Design, Owner
Services:
Chief Financial Officer with Carenna Willmont can cover:
 Set goals for you as CEO and your company as a whole.
 Customize and design accounting system to support our goals and taxes in
QuickBooks.
 Review bookkeepers work.
 Monthly review financial statements with CEO to expose patterns that improve and
hinder the business.
 Create a budget to accomplish goals.
 Income planning, which includes profitability analysis.
 Use of the formula created by Carenna, which uses a unique approach to business so
clients can design their lives to be supported by their business. This often increases
revenue to create more profit for your personal and business goals as well as supports
you, the business owner, to have the life you want, resulting in more personal time.
 Carenna’s saving system design and implementation on a monthly & weekly basis.
 Meetings with your whole financial team to create financial seamlessness. Meeting
with CPA, bookkeeper, financial advisor, Legal counsel, and Estate planning
professionals.
Standard Fee Structure:
 Hourly @ $150/hr
Win-Win fee structure:
 Monthly retainer based on business requirements.
 Profit sharing, a mutually decided upon % of the profit.
 6 Month contract, with 30 day trial period.
Bookkeeping: (Temporarily)
$75 per hour
 Performs current and historical bookkeeping and reconciling in Quicken or
QuickBooks.
 Implements Carenna’s bookkeeping system design.
Taking you from Good to GREAT!
Carenna Willmont & Willmont Financial
310.923.3263
Please visit http://www.linkedin.com/in/carenna to read client testimonials