PVI Financial

PVI Financial

Clarity Starts Here.

I help established business owners and real estate operators gain visibility into cash flow, profitability, and financial performance – so they can make confident decisions without getting buried in the numbers.

CFO Wendi Rook sitting at her desk wearing a black suit with hands gently crossed on the desk. A sign beside her reads Clarity Starts Here

Wendi Rook Founder, PVI Financial

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Built and exited a multi-seven figure business, I understand real world cash flow

Deployed $4M+ as a private lender, I understand how to protect your investment

8+ years in cash flow, underwriting, and financial strategy, I communicate like an owner

You do not need more hustle. You need visibility.

If you are working harder than ever but still feel uncertain about your numbers, cash flow, or profitability, you are not alone.

  • Revenue is coming in, but you are not sure what you are actually keeping
  • Cash flow feels tight even when business looks busy
  • You are making decisions without clear financial visibility
  • You want strategy, not just bookkeeping

Here is what working together may look like

Essential ~ starting from $1,500/month

For business owners who need clarity and control

  • Monthly financial review with clear insights
  • 30/60/90-day cash flow visibility
  • Key performance tracking
  • One monthly strategy call
  • Ongoing support between calls
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Growth ~ starting from $2,500/month

For businesses ready to scale with confidence

  • Monthly financial review and commentary
  • Cash flow visibility and forward planning
  • Full CFO dashboard with KPI tracking
  • Budget vs. actual analysis
  • Two strategy calls per month
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Strategic ~ starting from $5,000/month

For owners making bigger moves and higher-stakes decisions

  • Everything you get in Growth
  • Financial analysis and underwriting support for acquisitions
  • Capital structure and debt strategy
  • Ongoing strategic access
  • Priority response
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À La Carte / Project Work
Not ready for a monthly retainer? No problem. Project work and hourly advisory are available for one-time needs, whether you need a deal underwritten, a cash flow rescue plan, or just an hour to talk through your numbers.
Business financial audit$1,000 to $2,000
Cash flow rescue plan$1,000 to $1,500
KPI dashboard build out$2,000 to $3,000
Financial model build$1,500 to $15,000
New construction ROI model$1,500 to $15,000
Deal screening / deal review$500 to $750
Acquisition underwrite$750 to $1,500
Strategic expense recoveryFREE AUDIT
Hourly advisory$175 to $225/hr
This is not the full list of services offered. These are guidelines, not fixed rates. CFO services typically range from $1,500 to $15,000/month. Your investment depends on the complexity of your business. Services can be tailored to your individual business needs. If you do not see what you are looking for, reach out and we will figure out the right fit together.

Bookkeeping done right

Starting around $500/month

Clean, accurate books are the foundation…

Wendi Rook Founder, PVI Financial | QBO Level 2 Certified Pro-Advisor | Private Lender | Real Estate Investor

Why Clients trust me with their numbers

I do not just analyze numbers. I make decisions with them.

I have deployed over $4M as a private lender, underwritten deals, and built a business to a multi-seven figure exit. I know what it feels like to not have clarity and what it takes to fix it.

Today I help business owners and real estate operators use their numbers the same way: to make clear, confident financial decisions.

Don’t just take my word for it

Before working with Wendi my finances were a complete mess! I hadn’t filed taxes or kept up with my books in years and I had no idea where my business stood. Wendi came in, cleaned everything up, and helped me create a plan to pay off all my debt, and scale my business. In just 10 months I more than doubled my revenue! For the first time I know exactly what my business makes and where it’s going. Hiring Wendi has been life changing.

— Traci, Owner, Excavation Company, Oregon

Read What People Are Saying About Me Here

What Growth clients receive every month

  • Clear KPI tracking
  • Cash flow visibility and forward planning
  • Monthly P&L review with written commentary
  • Budget vs. actual analysis
  • Specific action items so you always know what to do next

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Thank you for your response. ✨

Thanks for being here. Whether you’re just getting started or ready to take control of your finances, I’d love to be part of your journey. I look forward to working with you. ~Wendi