Hey There,

MBA | Executive CFO & Tax Planning Expert | Childcare Providers and Assisted Living Providers

Follow The Leader

My mission is to empower childcare providers and assisted living providers with strategic financial clarity and proactive tax planning. I am committed to helping you preserve wealth, maximize profitability, and operate with financial confidence. By offering personalized CFO insights and intelligent tax strategies, I allow you to focus on what you do best—caring for children and seniors—while we manage the complexities of cash flow, tax mitigation, and financial growth. My purpose is to be a trusted partner in fostering financial health, long-term success, and sustainability, helping professionals like you build strong legacies through your work.

Recognized on a

Global Scale

I’m a Fractional CFO with an MBA, specializing in helping childcare providers and assisted living providers gain financial clarity and build long-term wealth. I provide strategic insight into cash flow, profitability, and tax planning so my clients can make confident, data-driven decisions. By digging into the financials and identifying hidden inefficiencies or missed opportunities, I help care providers increase profit margins and reduce tax burdens. My approach is proactive, not reactive—I partner with clients to create sustainable growth strategies tailored to their goals. Whether it’s navigating complex financial decisions or preparing for expansion, I bring clarity, control, and confidence to their financial lives.

WHAT PEOPLE ARE SAYING

"...Made a very difficult process very easy..."
"Donna and her team were incredible. She walked us through the process and then took care of the application process for both forming an llc and a non profit. As a bonus we received some tips for tax season that will really come in handy. Highly recommend."

- Maya McCoy

"...Trustworthy, Knowledgeable, and Professional..."
"I have been working with Donna and her team for the past 2 years and my experience has been nothing but positive. Her staff is always courteous and professional. I especially appreciate that fact that Donna always takes out time to educate me regarding my companies financial status and make helpful recommendations for improvement."

-N. Holdman

"...This is one of the best companies..."
"This is one of the best companies I have ever worked with. They will teach you the real business side of things and responsibility for sure. They are always professional and trustworthy. You want be sorry about this decision to get them to organize your company it’s worth every penny give them a call and ask for Ms Donna Wafer"

- Destiney James

LET’S WORK TOGETHER

You don’t have to run your business in the dark. If this sounds like you:

  • Poor Cash Flow Management

  • No Strategic Financial Planning

  • Lack of Financial Visibility

Drop your info and I’ll be in touch to help you get clarity, confidence, and control over your finances.