FRACTIONAL CFO SERVICE
The game-changing ally your business is ready for to unlock financial success.
WHAT IS A FRACTIONAL CFO?
A fractional CFO (Chief Financial Officer) is a pro in cash flow management and financial planning who provides strategic guidance and expertise to businesses without being a full-time, in-house employee.
Simply put–this goes beyond basic bookkeeping.
WHAT ARE THE BENEFITS OF WORKING WITH A FRACTIONAL CFO?
As your fractional CFO, I keep record of your books but more importantly work closely with you to create and implement growth-driven strategies focused on maximizing profits and managing cash flow.
WHAT TO EXPECT WITH GEILY AS YOUR FINANCIAL ALLY
Cost-effective financial expertise
Customized approach to financial planning without the full-time commitment
Clarity through accurate, easy-to-understand financial reporting
Confidence to make informed strategic business decisions
Peace of mind to focus on other non-accounting related areas of your business
Preparedness to prevent and resolve financial challenges
WHAT’S INCLUDED
Onboarding Call
Monthly bookkeeping
Financial dashboard
Monthly financial reports
Cash flow forecasting and planning
Budgeting projections
Services & Pricing analysis
Financial goals setting and tracking
Business strategy & consulting
Ongoing unlimited support via Voxer/email to assist with on-the-spot decision-making
Monthly CFO calls
Year-end financial reports
Annual check-in call to plan upcoming year projections
Mid-Year Check-In for goal tracking and adjusting
