Master, manage, and multiply
your cash flow to drive sustainable, long-term growth

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
Pro


Fractional
CFO
Starter


Planning
for
Profit Plan

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 + Relay Certified Banking Partner

+ Certified QuickBooks ProAdvisor + Honeybook Finance Pro + Relay Certified Banking Partner

EMPOWERING SERVICE-BASED ENTREPRENEURS

Having served a number of small business owners over the past eight 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 financial advisor and consultant, founder of Cutting Edge Financial Solutions, and your go-to Certified QuickBooks ProAdvisor, HoneyBook Finance Pro, and Relay Certified Banking Partner.

Whether you’re striving to make your first six figures or ready to break through to the next revenue milestone, I offer financial advising and support that meets you where you are and scales with your goals.

FAQs

  • Partnering with a financial advisor is best suited for businesses consistently generating between $5k and $25k month to month. If your business is making money but struggling to see it translate into financial stability, a financial advisor grants you access to advanced financial strategies and personalized support to help you hit your revenue goals faster. Having a financial ally on your side provides the expertise, accountability, and strategic guidance to manage your cash flow, reduce money leaks, and build a sustainable financial plan.

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

  • If your business is nearing or making six figures and you’re generating consistent revenue but find yourself struggling with cash flow management, financial planning, or scaling efficiently, a fractional CFO can help you make sense of your numbers and build a solid financial foundation. Think of it as getting the strategic financial expertise you need without the full-time commitment or cost of hiring an in-house CFO.

  • 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 plans. 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.

  • While I do not provide end-of-year tax filing services directly, I do offer services like bookkeeping, financial advising, and year-round tax preparation support. I also work closely with my Inner Circle—a trusted network of CPAs, EAs, and tax preparers—to help connect you with the right expert to handle your specific tax filing needs come tax time.

    As a liaison between you and your tax professional, I ensure seamless communication and support. This approach has worked well to provide our clients with peace of mind and keep their finances on track.

    CLICK HERE for easy access to our inner circle of tax professionals.