Frequently Asked Questions

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. CLICK HERE to learn more about the benefits of working with a Fractional CFO.

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.

If your business is making money but struggling to see it translate into financial stability, it is time to consider investing in advanced support. Another tell-tale sign is if you're feeling overwhelmed just thinking about your business finances and find yourself procrastinating or avoiding matters and tasks related to bookkeeping, cash flow, and /or taxes.

Partnering with a fractional CFO means gaining a dedicated financial ally who keeps you accountable, provides invaluable insights, and collaborates closely to strategize and achieve your business goals. Experience the confidence and support you need to propel your business forward with expert financial guidance at your side.

As a valued Fractional CFO client, you'll receive advanced comprehensive support, including unlimited email support, Voxer access for direct communication, a monthly video call for personalized guidance, and access to a customized financial dashboard. Choose the level of support that aligns with your business needs and enjoy peace of mind knowing expert assistance is always within reach.

It's highly recommended to retain all business-related receipts and expenses. These receipts serve as crucial documentation to validate your business transactions as legitimate expenses. Properly organizing and categorizing your receipts ensures accurate record-keeping and simplifies tax filing processes. Don't overlook the importance of preserving receipts— they're your financial evidence for a thriving and compliant business.

No, bookkeeping is far more than a last-minute tax preparation task—it's an ongoing necessity for business success. Regular bookkeeping provides real-time insights into your financial performance, allowing you to identify strengths and areas for improvement in your business. A robust bookkeeping system empowers you to make informed and strategic decisions with confidence. Don't underestimate the power of proactive record keeping—it's the cornerstone of financial clarity and business growth.

As part of our comprehensive Fractional CFO services, we meticulously plan and set aside funds for estimated tax payments. Guided by your trusted CPA or tax accountant's recommendations, we ensure that your business is well-prepared to meet its tax obligations promptly and seamlessly. Say goodbye to tax payment surprises—trust us to keep your finances on track and your tax payments covered.

BasicBookkeeping 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 services. 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..

To help connect you with the right expert to handle your specific tax needs we’ve compiled a list for you on our Resources page. CLICK HERE for easy access to our inner circle of tax professionals. As a liaison between you and your tax professional, I ensure seamless communication by offering services like bookkeeping, financial advising, and year-round tax preparation support. 

This approach has worked well to provide our clients with peace of mind and keeps their finances on track.

This membership is for service-based entrepreneurs who are making money but feel unclear about where it’s going. If you’re tired of winging it with your finances, this is for you. Inside, you’ll get monthly masterclasses, live Q&A calls, expert guest sessions, and access to practical tools and a private community — all designed to help you plan, profit, and stay ahead.

Not at all. Geily explains everything in plain English — no jargon or overwhelm — so you can confidently apply what you learn. Just 2–3 hours a month is enough to see real results, and you can watch replays anytime if you can’t join live.

This membership is for service-based entrepreneurs who are making money but feel unclear about where it’s going. If you’re tired of winging it with your finances, this is for you. Inside, you’ll get monthly masterclasses, live Q&A calls, expert guest sessions, and access to practical tools and a private community — all designed to help you plan, profit, and stay ahead.