More About Me

Founder, FutureView CPA

Founder, Chaos to Clarity Coaching

Creator, ProfitWise360 Business Coaching Framework

Creator, Frustration Free Founders Community

Jennifer Todd

CPA + Strategist + Coach

With over 26 years of expertise in accounting, business systems, and tax advisory, I'm the Founder of FutureView CPA and my business coaching venture, Chaos to Clarity Coaching. My credentials include 26 years as a CPA and 19 as a firm owner and operator. My academic background spans an MBA from Florida State University and certifications in Organizational Coaching and Sustainable Business Strategy from the University of British Columbia and Harvard Business School Online, respectively.

My core mission is to guide business owners in marrying their purpose with their profits. Utilizing my Profitwise360™ organizational coaching framework, I deliver coaching and advisory services that aim to align operations with vision, secure financial stability, and foster team collaboration towards common goals. I've honed a unique blend of financial, analytical, and strategic expertise across decades as an advisor and entrepreneur, complemented by extensive ICF training in coaching individuals and teams. This unique skillset allows me to assist businesses in becoming more resilient, sustainable, and a source of joy and wealth creation for those who run them.

I've pivoted from reporting on financial health to actively partnering with founders and their teams to reshape organizations into profitable and resilient entities. This transition was catalyzed by my personal journey from being overwhelmed and burnt out, leading me to a transformative coaching experience. This experience salvaged my business and redefined my approach to work and life, emphasizing personal fulfillment and efficiency. Today, through my ProfitWise360 framework, I share this journey and the lessons learned to support others in reaching their full potential and realigning businesses with their true purpose. I'm dedicated to making businesses healthier, happier, and more aligned with their owner's visions and values. Let's redefine success together, focusing on what truly matters: purpose, profit, and the potential for transformation.

Learn more about how our proven ProfitWise360 Framework of Align+Secure+Optimize is at the core of all of the services we deliver.

Align Purpose to Profit

  • In professional services, the fastest way to burnout and the poorhouse is having a lack of alignment between the business owner’s vision, their team and their customers. We help business owners bridge this gap and tie purpose to profitable performance.

  • Are you running your business or is it running you?

    Are you teetering on the edge of burnout?

    Are cashflow worries keeping you up at night, affecting your health and relationships at home and work?

    How much of your day is spent putting out fires instead of working in your genius zone?

    Our alignment first strategies underpin every service we provide to get your business and team fully supporting you.

    It’s time to love your business again.

  • 1. Tax Strategy - based on long-term goals not short-term gains. When we really understand the vision you have for your life, we can recommend the best tax moves to help you achieve it.

  • ProfitWise360 Coaching - Alignment is the goal of every PW360 coaching engagement. A business with aligned stakeholders (owner, team, customers) will achieve remarkable results easier and faster.

    Alignment means everyone is working toward the same common goal and you are spending your time doing what you love.

    Tired of being frustrated at the end of the day? Let’s talk ASAP.

  • QBO Consulting - when we consult on the custom set up and configuration of a business system we focus on aligning the systems to give our clients the output they need to make quick, reliable and accurate business decisions. No cookie cutter configurations here!

Create Financial Security

  • To us and our customers, creating financial security is the whole reason we are in business. People naturally think of accountants as a source of help for tax and accounting, but we take it a step further by helping business owners stay relevant as desired employers, market leaders and viable investments that provide for a comfortable owner exit.

  • If you’re business is taking more from you than it is giving you, it’s time for a change. Through our unique service offerings and coach approach, we will partner with you to turn your business around, minimize your tax liability, maximize your retirement and build true wealth.

    You are not your business’s personal lender. Let’s start seeing some ROI that moves the needle!

  • Outsource the tasks that rob you of spending the max amount of time you can in your genius zone, like bookkeeping and payroll to amplify your value add in your business.

  • During the “Secure” phase (phase 2) of our ProfitWise360 business coaching, we focus on market relevance, value propositions, and making sure you’re allocating your resources to the products and services that bring you the most profit. This is where we also ensure your team has buy-in and you become an employer of choice in today’s competitive labor market.

  • One of our newest service offerings - IRS Red Flag Reviews - offer you peace of mind about your tax strategy. This service combines a red-flag review that replaces sketchy, high-risk strategies with proven, legitimate tax saving strategies. This ensures you stay on the IRS’s good side while still saving the maximum amount of tax.

Optimize Performance

  • Simply put - your business is an investment of your time, energy and money. Don’t waste all of your hard work trying to manage an ineffective team with cobbled together systems and unclear processes. Your company needs clear expectations, clear processes and to maximize the return on the investments you’ve made in technology, systems, marketing and people. The Optimize pillar of our proven ProfitWise360 framework is what truly sets our firm apart from other accounting firms. Click below to explore -

  • Have you ever considered how much your losing every day due to:
    (1) Ineffective team members

    (2) Inefficient processes

    (3) Rework and quality control problems

    (4) Putting out fires

    (5) Unclear targets

    (6) Unreliable systems

    (7) Not understanding your numbers

    (8) Employee Turnover

    (9) Weak company culture

    (10) Wrong people in the wrong seats doing the wrong things

    The list goes on…what would you add to it?

    Ready for a change? Contact us today - don’t wait - coaching spots are limited.

  • Remember, our three pillars? First, align, then secure, then optimize.

    We do these things in the right order so that we are not optimizing the wrong things. Why optimize an inefficient process? Why optimize marketing for an unprofitable product or service? We must get your team in alignment with you and your market. Then they have a North Star to always guide them in their autonomous decisions. After we nail down alignment, we turn to creating financial security by figuring out market relevance in the eyes of customers. Now we know what to sell, how to price it and how to market it. Finally, we can start optimizing the systems, people and processes to complete your business transformation.

  • We offer stand alone QBO services to optimize your tech stack. Our newest service is a one-time QBO App Scout - where we research the integrations that are available to enhance your QBO system and then create a recommendation report and deployment strategy. We are the app experts, let us handle the tinkering and report back to you our findings!

  • Another new service we offer starting in 2024 - we will automate your QuickBooks Online accounting system so that you spend a minimal amount of time entering and paying bills, doing payroll, reconciling accounts and invoicing customers. Technology is advancing at a rapid pace. We keep up with it so you don’t have to!