FINANCIAL FORECASTING
..simplified
Boost your profits with well-structured and
current financial reports.
Plus top-level CFO expertise at a fraction of
the cost of hiring a full-time CFO.
We are your strategic partner for company growth.
Streamline Processes. Goal Setting. Financial Infrastructure. Forecasting & Strategic Planning.
Our team will support and drive your ability to grow and scale.
Financial Procedures
We offer expert advice and
recommend optimizations in our SOP building package that can take your financial
processes to the next level. Process efficiency drives profit.
Strategic Planning
We are your trusted partner in goal setting
through a financial lens. By creating cash flow
and financial forecasts, plus much more, in our CFO packages, we drive your company's ability
to scale and increase profit margins.
Business Support
Maintain clean financial records and make informed business decisions with our bookkeeping packages. Stay up-to-date with reliable financial data and receive timely, customized reports.
Let's connect for a brief call to introduce ourselves and see if there's an opportunity to collaborate as strategic partners in your firm's growth.
The absolute best
investment I've made
this year as a business
owner was signing up
with Erica and JEA!
Katie R.
(3+ years w/ JEA)
Thank you for your
constant optimism and recognition of how busy
life is - it goes a long way
and I look forward to
your emails!
Kelsey M.
(3+ years w/ JEA)
JEA is the BEST! I've been singing your praises
about how incredible it is
to finally have accurate financials and all the
growth we've seen since signing on. I look
forward to our strategy sessions each month as
making more money has become second nature
since signing on with JEA.
Derick
(1+ years w/ JEA)
What is a fractional CFO?
We create a financial blueprint that guides important decisions like purchasing, research and development, hiring, and sales structure. Our virtual CFOs use your business data, industry trends, and goals we create together
to develop a month-by-month forecast that shows you the best path to
reach those goals. Hiring a fractional CFO instead of full time employee
gives you the ability to increase profits without the cost of an internal hire.
How can we work together?
Fractional CFO Services & Strategic Support
Financial SOP Building and Process Efficiencies
Monthly Bookkeeping Support & Clean-up/Audit Services
Invest in Building Your Financial Support:
Make Your Money Work for You with an Investment That Keeps on Giving!
Fractional CFO Services
We will become your strategic partner in
optimizing forward-facing financial visibility and creating the financial plan to meet your
goals. Our team also steps in to "Quarterback"
your company's financial players - your bookkeeping team or ours, CPA (yours or one
we recommend), and internal decision makers.
Monthly & Quarterly Support starting at
$2,500/mo
Systems Optimization
Transform your business with a comprehensive
two or three month program. A customized
experience supplemented with self-guided
reference videos. Gain insights into your
financial procedures and implement optimized
systems. Walk away with a streamlined SOP
document for enhanced financial systems
efficiency.
$1,500/mo
Monthly Bookkeeping
Have accurate, timely business financials each
month with professional categorization of your
income & expenses, reconciliation of accounts,
loans on a cash or accrual basis. Receive
custom monthly reports that not only include
your P&L but also individual progress against
your goals and deeper financial analysis.
Starting at $350/mo and included in our CFO
packages
Hi, I am Erica Day
I’m a middle child, problem solver, and self-proclaimed
numbers nerd. You’ll find me enjoying the small-town
feel of my little neck of the woods in New Jersey. As a
former professional photographer and long time
business owner, I’ll likely have a camera on hand. Also a mom to three girls and two sweet, but high
maintenance, pups.
With a degree in Finance and almost two decades of entrepreneur expertise, I’ve found my calling providing advisory services to CEOs looking to scale and increase profits.
