1:1 PLANNING FOR
PROFIT STRATEGY SESSIONS

For entrepreneurs and small business owners looking for advanced support, direction and guidance to align their services, offers, packages and pricing using a profit-driven approach and strategies designed to achieve their financial goals or breakthrough to their next financial milestone. This service includes:  

  • 90min Financial strategy and planning call to address roadblocks and frustrations keeping you stuck.

  • Auditing your packages and pricing to create profit-first sample pathways/scenarios.

  • Review of your existing financials and goals.

  • Personalized strategic financial plan and cash flow management system to reduce spending and maximize profit. Step-by-step and post-call notes provided via email to implement your financial plan with ease.

  • 30 days of Voxer Support to provide guidance and support from Geily.

1:1 FINANCIAL CONSULTING

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 or one-time guidance, I offer flexible options to suit your needs. Choose from recurring monthly or quarterly sessions, or opt for on-demand consulting whenever necessary.

Services include:

  • Voxer support

  • Tailored advice on any financial topic

Starting at $300. Pricing varies based on the scope of work.

FRACTIONAL CFO SERVICES

Unlock expert growth-driven financial planning and strategies with me as your Fractional CFO. Together we’ll maximize profits and manage cashflow more efficiently. This service includes 1:1 monthly bookkeeping.