THE PROFITABLE CIRCLE COMMUNITY

The Profitable Circle is a new, accessible way to work with Fractional CFO Geily Romero — without the high-ticket price tag. Inside, you’ll get expert financial guidance, clear strategies, and the supportive accountability you need to finally take control of your money and grow your business with confidence. 

VIP DAY: YOUR FINANCIAL GAME PLAN

This is a great starting point for service-based business owners lacking clarity and confidence when making decisions around finance-related matters.  Get a high-level financial strategy tailored just for you in a single day. This isn't just a meeting; it's a deep dive into the three core disciplines of your business's financial health: bookkeeping, financial advisory, and high-level tax strategy.

We'll spend the day creating a clear roadmap to empower your money moves and give you more control over your cash flow.

What's Included:

  • High-impact session to address your most critical financial challenges.

  • Bookkeeping Software Set Up/Review: We'll review & audit your current financial systems to ensure they’re set up properly for your business.

  • Planning For Profit Plan:

    • Profit Audit: A deep dive into your Profit & Loss (P&L) statement to uncover key insights.

    • Profitable Pricing Framework: We'll define a pricing strategy that ensures your packages are profitable.

    • Profitable Goals Setting: We'll define your financial goals for the next 12 months and create a clear plan to achieve them.

  • High-Level Tax Strategy: We'll cover your business structure, potential write-offs, and tax-saving opportunities. 

CFO PARTNERSHIP

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

This service includes:

  • Planning for Profit Plan

  • Monthly Bookkeeping

  • Year-round Tax Preparation Support

  • Monthly 1:1 Financial Strategy Calls to discuss potential revenue and budget changes, sales goals, and milestones

  • Ongoing Unlimited Voxer Support to receive personalized guidance on-the-go

  • Financial Dashboard & CFO Report

    • Cash Flow Forecasting & Scenario Planning

    • Cashflow Management

    • Budgeting Projections

    • Monitoring Financial Health

    • Services & Pricing Analysis and Strategy

    • By Project Work-In-Progress Reporting & Analysis 

    • Financial goals setting and tracking

    • Profit Focused Financial Management 

    • Quarterly Estimated Tax Planning 

  • Quarterly Reviews & Mid-Year Check-In for Goal Tracking

Starting at $1,250/month