Cut the Noise: Clarity in 15 Minutes!

Fast Track Clarity Audit

Your path to Prosperity starts here!

We are a Boutique financial partner for entrepreneurs, founders and high achievers, delivering clarity, confidence, and concierge-level support.

The PKeys Method™ goes beyond financial rehabilitation, to equip you with the tools, knowledge, and confidence to make money decisions that support the life you want. By partnering with a PKeys financial expert, you can finally stop stressing over the numbers and focus on what you love and do best!

The result?:

Precious freedom that comes with more money, time and options.

Prosperity.

“There are many roads to prosperity, but one must be taken. Inaction leads nowhere.” - Robert Zoellick

Our Boutique Approach

Our boutique approach is simple: fewer clients, deeper partnerships, greater results. We believe financial leadership is most powerful when it is personal. That means clarity you can act on, accountability that lasts, and support that feels as premium as it is practical.

We understand that managing finances and navigating transitions can be challenging, whether you own a startup, a growing business, or an established company. Our mission is to empower business owners by providing expert financial guidance and strategic insight to help you achieve your goals.

The world needs visionaries like YOU, don’t burn out from trying to handle everything alone!

PKeys FAQs

What is a Business Financial Coach?

A business financial coach helps entrepreneurs and business owners overcome and eliminate financial overwhelm. Your coach will help you navigate and take ownership of your business finances, supporting you with executive level accountability, ensuring that you stay on track to accomplish your goals. Through coaching, you will be able to confidently manage your business finances, make data-informed decisions and be well on your path to prosperity.

At PKeys, we help business owners, like you, take back control and return to the CEO seat where you belong through our Business Financial Coaching and Fractional CFO services. Your goals are our North Star, and we will collaborate with you to grow a business that supports your dreams! We know that business finance is deeply personal, and our coaches go beyond implementing a financial management system. We will coach you to improve your money mindset and remove blocks, while collaboratively tailoring a plan driven by your values and dreams to help you move your business from its current state to where you want to go.

What is a Fractional CFO?

A Fractional CFO, also known as an Outsourced CFO, provides high-level financial management and strategic planning on a part-time or project basis. This service is ideal for businesses that require expert financial advice but do not have the need or budget for a full-time CFO.

PKeys can further serve you by offering tailored solutions that meet your unique business needs for a fraction of the cost of a full-time CFO. With our Business Financial Planning and Fractional CFO services, you can have the expertise and support you need to navigate the complexities of financial management without the expense of a full-time CFO.

When should I hire a CFO?

It may be time for you to hire a CFO if you’ve led your company to achieve impressive revenues, yet still find yourself struggling to use your financial data to make informed decisions. Expert CFO guidance will bring the strategic financial leadership needed to lift your company to the next level of achievement and substantial growth, improve margins, and reduce debt.

Working with a PKeys fractional CFO will grant you the strategic advantages of working with a financial expert, without the heavy overhead costs. You will gain clarity, financial perspective, increased profitability, growth and strategic leadership all at a fraction of the traditional cost of hiring a full time CFO.

Why work with PKeys?

PKeys will remove the financial fog in your business, and give you a clear pathway to prosperity: financial freedom and clarity from increased revenue and greater profits. Let PKeys untangle any financial clutter and overwhelm, so you can leave the financial doubts and indecision behind.

Partnering with PKeys, you’ll gain a clear action plan and visibility into what is coming down the financial pipeline. You will have an understanding of how the business decisions you’re considering would impact your company’s revenue, profitability, cash balances, future cash flows, and taxes.

Our financial experts can help you overcome limiting beliefs and mindset shifts while simultaneously helping you with optimizing profits, revenue growth, protecting your cash flows, working capital management, key performance indicators (KPIs), strategic tax planning and so much more!

PKeys empowers you to make confident business decisions, and supports you with expert financial guidance to help you avoid surprises while navigating the evolving financial landscape.

Do any of the following sound familiar?

Is your business keeping you up at night?

PKeys can help!

How can PKeys Help You?

Accountability is our expertise. We will partner with you, to hold you accountable and ensure you’re following through on your financial goals.

Fair warning: this is a commitment that involves regular check-ins and tough conversations when needed.

Stay focused and on track with your goals:

You will have Executive Level Accountability Coaching, action plans, and your very own client portal to track progress - giving you the support you need to achieve your milestones.

Improve cash flow and avoid running out of money:

We’ll provide tools and guidance to help you predict your cash flow and make informed spending decisions. You’ll gain clarity on how much cash you’ll have and when.

Simplify your business finances to make better decisions:

You’ll get simplified, actionable insights that help you make decisions without needing an accounting degree (we’ve got you covered!).

Plan for seasonality, and for unexpected expenses or downturns:

Together, we’ll work hand-in-hand to create realistic budgets and financial plans that align with your goals and help you avoid surprises.

Prepare your business for scaling without running into financial trouble:

We’ll provide a trusted advisor who can help you navigate big decisions (like hiring, expanding, or securing funding) with confidence.

Increase the value of your business:

We’ll conduct a profitability analysis to help you identify which products, services, or clients are most profitable and where you might even be losing money.

Plan for exit strategies, succession and legacy:

We will help you navigate exit planning pathways, including strategies and preparation for the sale of your business, and steps needed for securing a legacy through your business.

Our System

PKeys Method Flywheel™

Keys to Prosperity

The PKeys Method™ is a systematic framework that unlocks the next level of achievement for your finances. Our method is continuously evolving and growing with you, like a flywheel. We believe that continuous improvement is key to financial success.

You will gain a clear roadmap to get you from your current state to your desired future state for both you and your company. PKeys will guide you through strategic actionable choices, unlocking the door to prosperity for you and your business.

PKeys is here as your executive peer for decision making, accountability and financial leadership to get you from where you are to where you want to be. Let us hand you the keys needed to unlock capacity, including more time and cash. You will gain more control over your finances and business, and level-up your company’s growth with less risk.

Let’s stop your business from running you and get you back in control of running your business!

Get to Know Us

PKeys will be your executive peer and accountable authority, bringing the financial leadership you’ve needed to level up your your finances. We will help you confidently navigate your financial landscape and support you from a top-down view.

What sets us apart is not only the expertise we bring but the way we partner. Behind the numbers is a boutique firm built on trust, discretion, and a commitment to results. We choose to serve fewer clients at a deeper level so that every relationship feels personal, intentional, and transformational.

You will finally be able to manage your finances confidently and release the stress and burden of financial uncertainty. PKeys partners with you to understand your personal goals and purpose, then we collaborate to define your purpose-aligned financial strategy.

With PKeys on your team, you’ll know you are making data-informed decisions and are on the clear path to desired success and prosperity.

PKeys Core Values

Purpose Driven

Driven by purpose, we don’t just work — we create value that matters

Growth Mindset

Embracing life-long learning, growth, and improvement

Heart of a Coach

Empowering others is key to meaningful transformation

Meet Your CFO:

Liz Lefevre, CPA, MSA

President | Co-Founder

Hi there, I’m Liz – your new coach, financial strategist, and fractional CFO. My goal is to be your priority protector!

I am excited to partner with you in achieving your goals and would be honored to be your trusted financial advisor. I’m a Finance Expert who is ready to demystify your numbers, while providing accountability and financial leadership to help you make informed decisions for your company.

Why work with me? I am a CPA, Financial Industries Professional, and Accountability Coach with over a decade of well-rounded experiences across Big 4 Audit Consulting, Fortune 50 Corporate Financial Control, HR & Talent Development, Financial Reporting, Investment Banking Program Governance, Product Management, Data Analysis, and Project Management. I am thrilled to offer strategic financial coaching, guidance, and bespoke solutions to entrepreneurs, business owners, and high achievers.

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