Business finance management solutions
without the full-time commitment
for service professionals and creatives

BEYOND THE BOOKS

Basic bookkeeping and accounting are essential for any business. But to truly transform your bottom line, you need more than just the basics. Save money and increase your profits by partnering with a financial advisor who covers all the bases–cash flow management, accurate record keeping, financial planning, setting projections, planning for tax season and more.

SERVICES

Fractional CFO Services

Financial Consulting


1:1
Planning
for
Profit Sessions

CLARITY AND CONFIDENCE

Making money moves without clear and accurate financial reporting is risky business. My services give you a clear picture of your inflows and outflows, to help  you make smart and informed decisions to boost profit.

PREPAREDNESS AND PEACE OF MIND

The challenges small businesses face vary, which is why my services are designed using a comprehensive and customized approach tailored to your unique needs and goals. 

TESTIMONIALS

  • “Beyond having a clear picture of our business finances, we can finally strategize and plan. Geily helped us know what to do with low revenue months and gave us a strategy for the surplus from high revenue months.”

    — REGINA M.

  • “Bringing Geily on this past year has been one of my best investments! I started my business almost two years ago and attempted to navigate the numbers on my own for the first few months. I had no idea what I was looking at, how to estimate tax payments, or even pay myself. Geily has not only made understanding my numbers easier, but she has also helped me set money aside and plan for maternity leave. I would be beyond lost without her and cannot wait to see continued growth in my business this next year with her help and guidance along the way.”
    — SOPHIE R.

  • "Before I had a strategy session with Geily, I was managing okay by doing Quickbooks for my small consulting business but there were a few issues I was getting stuck on. On our call she quickly and adeptly helped me correct those issues and even did a quick overview of my books to make sure there weren't any other issues I wasn't aware of. She got me right on track and answered a handful of questions I had about bookkeeping and keeping accurate records for tax time. She was easy to work with and super helpful!"

    — COURTNEY E.

  • “Geily was a lifesaver for me. She found MAJOR errors in my Quickbooks that I had no idea were there and worked so hard (and so quickly) to fix them in time for taxes. I will be using Geily monthly as my bookkeeper moving forward and feel 1000 times better knowing my business is back on track. My only regret is not finding Geily sooner! She is the absolute best.”

    — ASHLEY K.

Certified QuickBooks ProAdvisor + Honeybook Finance Pro

Certified QuickBooks ProAdvisor + Honeybook Finance Pro

EMPOWERING SERVICE-BASED ENTREPRENEURS

Having served a variety of small business owners over the past seven years, I understand the highs and lows that come with running and growing a business.

Equip yourself with a trusted guide who handles everything from cash flow management to expense tracking and more.

I'm Geily, a fractional CFO, financial consultant, founder of Cutting Edge Financial Solutions, and your go-to Certified QuickBooks ProAdvisor and HoneyBook Finance Pro. Through cash flow management and financial advising, I empower business owners like you to go from surviving to thriving as the successful entrepreneurs they are destined to be.

FAQs

  • Fractional CFO services are best suited for small business owners approaching or surpassing six figures. If your business is making money but struggling to see it translate into financial stability, it is time to consider investing in fractional CFO services. Having a financial ally on your side provides the expertise, accountability, and strategic guidance you need to spend less and take home more of your profits.

  • As a QuickBooks Pro Advisor, Quickbooks Online is my preferred choice and the bookkeeping software most of my clients use.

  • If your business is not yet approaching or surpassing six figures, consider bringing me on as a financial consultant instead. Financial consulting is a great way to enlist an experienced financial advisor at any stage of business. Whether you're an independent service-provider or a small business who outsources support, staying on top of your sales, expenses, and profits is paramount for long-term success. Working with a financial consultant will allow you to tap into valuable insights to fuel growth and steer clear of potential pitfalls.

  • If you are looking for direction and guidance to grow your existing business or need advanced support to reach your next financial milestone, a Planning for Profit Session will give you a profit-driven approach, strategies, and a step-by-step roadmap to follow designed to achieve your financial goals.

  • Many of our clients schedule their Planning for Profit Strategy session at the start of a new year to put a financial game plan together they can easily refer back to. Others schedule their Planning for Profit Strategy session midyear to ensure they go into quarters 3 and 4 strong and stay on track to hit their business goals.

  • Financial Consulting is ideal for entrepreneurs and independent business owners seeking clarity and direction to manage their finances and navigate the entrepreneurial journey more efficiently.

  • Whether you need ongoing support on a specific project or one-time guidance, we offer flexible options to suit your needs.

  • You can choose from recurring monthly or quarterly sessions, or opt for on-demand consulting whenever necessary.

  • On-demand consulting allows you to book sessions whenever you need them, providing the flexibility to address issues as they arise.

  • Bookkeeping and accounting are fundamental to running any business, but after more than seven years of working with small business owners, I’ve found that bookkeeping alone doesn’t provide the comprehensive financial support needed to grow and thrive. I’ve often heard things like, “My bookkeeper is great, but I need strategy and guidance to actually grow my business,” or “I haven’t heard from my bookkeeper in months and have no idea what my finances look like.” These challenges show that bookkeeping on its own isn’t enough to drive real transformation. 

    That’s why I include monthly bookkeeping as part of my Fractional CFO package. As a Certified QuickBooks Pro Advisor and Honeybook Finance Pro, I ensure you not only have accurate books but also benefit from strategic financial services like cash flow management, financial planning, forecasting, and planning ahead of tax season. This way, you’re covered on all fronts—not just knowing where your business stands but also knowing how to move it forward.

  • Currently, we do not offer in-house tax services. However, we’ve curated a list of trusted tax accountants and CPAs who specialize in tax planning and filing. These professionals are highly recommended for their expertise and dedication to helping small business owners. CLICK HERE for easy access to our inner circle of tax professionals.