This is a great starting point for service-based business owners lacking clarity and confidence when making decisions around finance-related matters.

A done-with-you financial deep dive to turn your numbers into a profit roadmap — so you know exactly what to pay yourself, where to invest, and how to grow your business sustainably. 

What You Get:

• 5 Hours with Geily as your CFO — an intensive, done-with-you financial deep dive to achieve in one day what usually takes weeks.

• Bookkeeping Systems Audit — review and optimize your software setup, fix costly errors, and ensure accurate classifications for maximum deductions.

• Financial Statements & Profit Audit — identify money leaks, cash flow gaps, and profitability issues.

• High-Level Tax Strategy Session — assess your structure, estimated payments, credits and deductions; explore S Corp eligibility; and create your tax prep folder for year-round organization.

• Personalized Planning for Profit Plan — set goals, refine offers and pricing, forecast income, and create a cash flow plan that fuels growth.

• Post-Session Support & Tools — 30 days of Voxer access, trusted resources, and access to Geily’s profit and pricing tools and more!

The Result:

After your VIP Day, you’ll walk away with:

✅ A Profit Plan aligned with your goals

✅ A clear cash flow forecast and pay-yourself plan

✅ A simple, strategic structure to hit revenue targets — without chaos

✅ Confidence in your next financial moves, backed by real numbers

In just one day, you’ll move from reactive to proactive — leaving with a financial roadmap that turns your goals into measurable, achievable profit.