A CPA files the past. A CFO plans the future. We handle the monthly bookkeeping and the forward-looking strategy, so clean books feed clear decisions.
Cash flow is unpredictable and you can't tell why from your P&L.
You're growing revenue but not sure if you're actually more profitable.
Overhead keeps creeping up but you don't know where to cut.
Your books are behind and the financial statements you do get don't tell you much.
vs. Full-Time CFO
80%
less cost
Fractional CFO pricing vs. a full-time hire, at the same senior-level oversight and scaled to your stage.
Cash Flow Forecast
13
week rolling view
Every retainer client gets a live 13-week cash forecast, so cash surprises stop being surprises.
Time to Clarity
30
days
Most clients have visibility on KPIs, margins, and cash within the first month of working together.
Fractional CFO
Ongoing Advisory Available
Monthly CFO review, rolling cash flow forecast, KPI dashboard, budget vs. actuals, and direct advisory access between sessions.
Bookkeeping
Retainer only
Bookkeeping is offered as a monthly retainer, not a one-time engagement. Final pricing depends on transaction volume, number of accounts, and entity complexity.
A free 20-minute conversation about your business: financials, pain points, and what you need.
A written engagement with clear deliverables, defined scope, and fixed pricing. No surprises.
Cash flow visibility, KPI tracking, and a 90-day action plan, all within 30 days.
I work with a limited number of businesses at a time. Book a free 20-minute discovery call to discuss your financials.
A fractional CFO provides senior-level financial oversight on a part-time basis. This includes reviewing P&L and cash flow, analyzing margins and overhead, building a budget framework, developing KPIs, and creating a 90-day action plan. Every engagement at Georgy Financial is led directly by Ramy Georgy.
Bookkeeping keeps the books accurate and current. A CPA handles tax compliance and historical reporting. A fractional CFO is forward-looking: forecasting cash flow, building KPIs, analyzing margins, and helping you make better decisions before problems arise. The three roles complement each other rather than overlap.
Yes. Monthly bookkeeping is offered on a retainer basis and includes transaction categorization, bank and credit card reconciliation, chart of accounts management, and monthly financial statements. Bookkeeping pairs well with the Fractional CFO service so the numbers feeding strategy are current and accurate.
After your discovery call and proposal approval, onboarding takes less than one week. Most clients experience financial clarity within the first 30 days.
No. Georgy Financial serves clients nationwide. All engagements are remote with secure document sharing through a dedicated client portal.