Build a Business That Runs Without You.
Get CFO-level clarity, strategy, and support — so you can grow with confidence, pay yourself well, and finally take a real vacation without everything falling apart. Book a Free ConsultationPlan Like a CFO, Grow Like a CEO
I help business owners who are overwhelmed, get the financial stability, clarity, and control they need with CFO services. Every month, you get a clear picture of what is working, what is not and a simple action plan for what to do next.
How Do I Know If I Need a CFO?
How do you know if you need financial guidance?
You need financial guidance if:
✓ Your business relies on YOU, or it all falls apart – You’re the bottleneck and can’t take a real vacation
✓ You’re stuck in a Catch-22 – You need cash to grow, but need to grow to get cash (sound familiar?)
✓ You don’t have a simple way to know what is working – Your reports are confusing, not helpful
✓ You do not know what to do to have a growing and more profitable business – You are making gut decisions instead of data-driven ones
If you are nodding along thinking “That’s me!” then you’re exactly who I help. Most business owners feel this way because they’re only looking at where they’ve been (thanks to traditional accounting). I help you see where you’re going.
Your business isn’t just a bunch of random expenses – it’s your family’s future. Let’s build it together.
What size business do you work with?
I work with small to mid-size businesses that have been in business for at least 2 years, have 3 or more employees, and typically generate between $500K and $10M in annual revenue.
But honestly? It’s not just about the numbers. I work with business owners who:
- Are ready to stop being the bottleneck in their own business
- Want to build something bigger than just paying bills
- Dream of taking real vacations, funding their kids’ college, planning for retirement
- Are tired of losing sleep over their finances
Whether you’re a family-owned restaurant, a growing construction company, or a professional services firm, if you’re ready to transform your business from a job into a dream-building machine, we should talk.
¿Tienes un negocio familiar? Perfect – I understand the unique challenges of family businesses.
How is a CFO different from an accountant?
Great question! I learned this the hard way.
Growing up, I worked in my parents’ jewelry store and did their books for years. Throughout my career as an accountant – in public accounting and working for nonprofits – I realized I was just “plugging numbers,” telling business owners where they’d been, not where they were going.
Accountants look backward: They tell you what happened last month, last quarter, last year.
CFOs look forward: I help you see what your business can become. We’re building your family’s future, not just tracking data.
Think of it this way:
- Your accountant is like a historian – documenting what already happened
- Your CFO is like an architect – designing what’s coming next
When you work with me, you’re not just getting someone to organize your numbers. You’re getting a partner who helps you build the business that funds your dreams – your kids’ college, your retirement, your BEST life.
Do you work with Spanish-speaking business owners?
¡Por supuesto! (Of course!)
I’m bilingual and love working with Hispanic business owners. I get the cultural piece – how family comes first, how every business decision affects the whole family, and the unique challenges we face as Latino entrepreneurs.
Whether you’re more comfortable discussing your business finances in Spanish or English, I’ve got you covered. Some of my favorite clients are family businesses where we switch between languages naturally throughout our meetings.
Como empresarios hispanos, we understand that business isn’t just about profit – it’s about building something for our families, our communities, our future generations. That’s exactly the kind of dream-building work I love to do.
Ready to have a conversation about your business? ¿Hablamos en español o en inglés? You choose.
What does working together actually look like?
No more guessing games or sleepless nights wondering if your business is on track.
Kickoff Meeting: We start with a deep-dive conversation about your business and your dreams. This isn’t just about numbers – it’s about understanding what “success” really means for you and your family.
Every Month – Your Dream Building Session: Before we meet, I update your actual numbers and forecast where you’re heading by year-end. Then we meet for about an hour to review:
- Your Business Scoreboard: Clear, color-coded metrics that show what’s working and what needs attention
- Your Forecast: Where your business is actually headed (not just where it’s been)
- Your Action Plan: 2-3 focused objectives that move you toward your goals
After our meeting, you get a PDF of your Action Plan – your roadmap for the month ahead.
Between Meetings – You’re Never Alone: I check in with you throughout the month to make sure you’re staying on track with your Action Plan. And if questions or concerns come up (and they will!), you can reach out to me anytime. You’re not facing challenges alone anymore.
The Result: You go from being trapped in your business to building the life you dreamed of. From reactive to proactive. From wondering “How are we doing?” to knowing exactly where you’re headed.
These aren’t just clients – they’re families building their dreams. And I’m honored to be part of that journey.
About Patricia Santayana
Business Coach
My journey into business finance began at Santayana Jewelry, my family’s store, where I learned that every business is more than just numbers – it’s a family working together to build something meaningful. After years in public accounting and nonprofit finance, I realized I was tired of just “plugging numbers” and looking backward. Traditional accounting tells you where you’ve been, but I wanted to help business owners see where they could go.
When I started working with the CFO Project, everything changed. Instead of recording history, I was finally helping business owners create their future. I discovered that the right financial guidance transforms businesses into vehicles for their owners’ dreams – allowing them to take vacations, pay for their kids’ college, retire comfortably, and live the life they imagined as children.
As a small business owner myself, I understand the sleepless nights, the cash flow worries, and the dream of building something that gives you freedom. At Delphi Advisory Services, I combine my firsthand experience running a business with my expertise as a CPA to help fellow entrepreneurs transform financial anxiety into financial empowerment. Because I know that behind every number is a real person with real dreams – just like me, just like you.
