Clients love working with me because I bring the fun to finance! I make numbers exciting and financial planning a breeze. With my upbeat attitude and creative solutions, tackling financial challenges feels more like a game than a chore. Plus, my knack for turning complex concepts into simple, easy-to-understand ideas makes our interactions both informative and enjoyable. So say goodbye to boring spreadsheets and hello to a financial adventure with me by your side!
Patricia Santayana
Palm Beach, FL
Certified CFO Since 2024
Certification ID: CFO-44C37QS
Why Business Owners Love Working With Me
My Biggest Success Story
About Me
As the founder of Delphi Advisory Services, Patty brings a fresh perspective to the world of finance. With a dash of humor and a sprinkle of creativity, she's on a mission to make numbers not just understandable but downright fun! A proud FIU alum and Miami native turned Palm Beach Gardens resident. Armed with her trusty excel sheet and an infectious enthusiasm for financial success, Patty is here to show you that managing your money doesn't have to be dull. So buckle up, because with Patty by your side, your financial future just got a whole lot brighter!
Top 3 Types of Businesses I Help
Retail
Professional Services
Home Services
Contact Me
email
patricia@delphiadvisoryservies.com
Schedule a Right Fit Call
To see how I can help your business, let's get on a 20-minute call. This complimentary call will determine if we're a 'right fit' for each other. If we are, then I'll tell you exactly how I can help you and your business.
On this call, I'll learn more about you and the goals you have for your business. Together, we'll determine if it makes sense to continue exploring how I can help you grow your business.
To schedule a Right Fit call. Click the button below.
On this call, I'll learn more about you and the goals you have for your business. Together, we'll determine if it makes sense to continue exploring how I can help you grow your business.
To schedule a Right Fit call. Click the button below.
What a Certified CFO Can Do for Your Business
Give you financial oversight.
Get someone who knows how to grow successful businesses that make real money.
Be your go-to financial guide.
Get a 'go-to' financial expert who will be with you every step of the way.
Give you direction on what to do.
Get direction on the exact next steps to have a growing and successful business.
Understand your numbers.
A successful business is one that understands and is improving their numbers.
Be a trusted confidant.
Finally have someone to turn to for advice and to bounce ideas off of.
Own a machine. Not a job.
Your business needs to be a machine that makes money for you. Not a low-paying job.
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Copyright 2023 - The CFO Project LLC