PLANNING FOR
PROFIT PLAN

The Planning for Profit Plan is a great starting point for service-based business owners lacking clarity and confidence when making decisions around finance-related matters. If you’re ready for high-level strategies and tools to equip yourself with a profit-focused game plan that transforms your cash flow in just 30 days, the Planning for Profit Plan includes:

  • Financial Review Consultation - 90min virtual call with financial advisor and consultant Geily Romero to review your services, analyze pricing, and identify areas eating away at your profit

  • Planning for Profit Plan - Written financial plan outlining high-level strategies and steps to take your cash flow from negative to positive 

  • 30-day Voxer Support to receive personalized guidance so you can put your financial plan in place with ease

FRACTIONAL
CFO STARTER

The Fractional CFO Starter service is perfect for those working towards six figures needing high-level cash flow management and financial planning strategies, personalized ongoing support, and accountability to stay on track and grow.

This service includes:

  • Planning for Profit Plan (valued at $599)

  • Monthly Bookkeeping (monthly & year-end financial reports)

  • Quarterly 1:1 Financial Strategy Calls

  • Ongoing Unlimited Voxer Support to receive personalized guidance so you can put your financial plan in place with ease

Starting at $675/month

FRACTIONAL
CFO PRO

Making six figures? Been in business for a while? Yet, you’re stuck trying to break through to achieve your next revenue milestone? Then your business is ready for  more–comprehensive, high-touch financial management. Partner with an experienced CFO to forecast, strategize, and achieve your big revenue milestones. 

This service includes:

  • Planning for Profit Plan (valued at $599)

  • Monthly Bookkeeping

  • Monthly 1:1 Financial Strategy Calls

  • Ongoing Unlimited Voxer Support

  • Financial Dashboard & CFO Report

    • Cash Flow Forecasting and Planning

    • Budgeting Projections

    • Services & Pricing Analysis 

    • By Project Work-In-Progress Reporting & Analysis 

    • Financial goals setting and tracking

    • Profit Focused Financial Management 

    • Quarterly Estimated Tax Planning 

  • Mid-Year Check-In for Goal Tracking

Starting at $1,250/month