What is included in the Fractional CFO assessment?

The Fractional CFO assessment includes a review of your financials, KPI development, overhead analysis, budget framework, 13-week cash flow forecast, and a 90-day action plan. It is led directly by Ramy Georgy. An ongoing retainer is available for monthly financial review, KPI tracking, and strategic advisory. Book a free discovery call for a tailored proposal.

What is included in the Bookkeeping service?

Monthly bookkeeping includes transaction categorization, bank and credit card reconciliation, chart of accounts management, and preparation of monthly financial statements (P&L, balance sheet, and cash flow). Available on a monthly retainer only. Bookkeeping pairs well with the Fractional CFO service.

What is included in the Financial Planning assessment?

The Financial Planning assessment includes a personalized budget plan, debt strategy, savings and investment framework, retirement planning framework, and a 30-minute follow-up call within 14 days. An ongoing retainer is available for monthly financial review, net worth tracking, and continued planning. Book a free discovery call for a tailored proposal.

Do you offer tax preparation or investment products?

No. Georgy Financial does not prepare or file tax returns and does not sell or recommend specific investment products. We focus on financial strategy, bookkeeping, and planning, and we are glad to coordinate with your CPA or other advisors.

Is the pricing transparent?

Yes. Georgy Financial uses fixed pricing for all services. No hourly billing, no percentage-based fees, and no hidden costs. Published starting prices are: Fractional CFO from $3,500/month (or $5,000 for a one-time assessment), Bookkeeping from $750/month, and Financial Planning from $3,000 for a one-time plan (or $300/mo retainer). You receive a written proposal with defined scope and fixed pricing before any engagement begins.

Can I combine Bookkeeping, Fractional CFO, and Financial Planning?

Yes. Many clients combine Bookkeeping and Fractional CFO for the business, and add Financial Planning for the owner personally. They are distinct engagements with clear scopes and can run in parallel.

Services: Fractional CFO, Bookkeeping & Financial Planning

Specialized Focus

Serving the Medical Field.

We specialize in medical practices and healthcare professionals: from revenue cycle visibility and payer-mix analysis for practice owners, to debt strategy and retirement planning for physicians, dentists, and specialists. Same services, tailored to the realities of healthcare.

See our healthcare focus →

For Businesses

Fractional CFO

Starting at $3,500/mo or $5,000 one-time assessment

Review of financials: P&L, balance sheet, cash flow
Overhead and margin analysis
KPI development tailored to your business model
Budget framework
13-week cash flow forecast
90-day action plan
30-minute follow-up call within 14 days

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Retainer available

Monthly CFO review, rolling cash flow forecast, KPI dashboard, budget vs. actuals, and ongoing advisory access. Final pricing is quoted in writing after the discovery call and scales with complexity.

For Businesses

Bookkeeping

Starting at $750/mo scales with volume & complexity

Monthly transaction categorization
Bank and credit card reconciliation
Chart of accounts setup and maintenance
Monthly financial statements (P&L, balance sheet, cash flow)
Year-end handoff package for your CPA
Coordination with your Fractional CFO engagement, if applicable

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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, and is quoted in writing before engagement.

For Professionals

Financial Planning

Starting at $3,000 or $300/mo retainer

Personalized budget plan
Debt strategy
Savings and investment framework
Retirement plan tailored to your timeline and income
Net worth tracking
30-minute follow-up call within 14 days

Ask a Question

Retainer available

Monthly financial review, debt payoff tracking, savings guidance, retirement plan monitoring, and net worth tracking. Final pricing is quoted in writing after the discovery call.