FRACTIONAL CFO
The game-changing ally your business needs 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 level of support 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 mastering, managing,
and multiplying 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
Planning for Profit Plan (valued at $599)
Monthly Bookkeeping
Year-round Tax Preparation Support
Monthly 1:1 Financial Strategy Calls to discuss potential revenue and budget changes, sales goals, and milestones
Ongoing Unlimited Voxer Support to receive personalized guidance on-the-go
Financial Dashboard & CFO Report
Cash Flow Forecasting & Scenario Planning
Cashflow Management
Budgeting Projections
Monitoring Financial Health
Services & Pricing Analysis and Strategy
By Project Work-In-Progress Reporting & Analysis
Financial goals setting and tracking
Profit Focused Financial Management
Quarterly Estimated Tax Planning
Quarterly Reviews & Mid-Year Check-In for Goal Tracking
