Monthly financial-statement review
Remote fractional CFO support for California small businesses
See where profit goes, when cash may get tight, and which decisions matter most.
GA Financial Services helps owners understand profitability, costs, cash flow, and upcoming decisions through ongoing analysis and plain-English financial guidance.
Ongoing financial guidance starts at $500.This is business financial management—not personal investment, wealth-management, or tax advice.
When this may fit
Financial reports are not enough if they do not guide decisions.
The service level is matched to the depth of analysis and planning the business actually needs.
- 01Revenue is growing, but available cash is not.
- 02You do not know which products, services, or costs affect profit most.
- 03Upcoming payments create recurring cash pressure.
- 04A hiring, pricing, spending, or growth decision needs a financial test.
- 05Reports are prepared, but no one explains what deserves attention.
Scope
What ongoing financial support can cover
Not every item is included in the starting plan. Georg confirms the appropriate level after reviewing the books and the decisions you face.
Revenue, cost, and profitability analysis
Product or service margin analysis when the data supports it
Cash-flow visibility and forward-looking planning
Budgets, forecasts, and decision scenarios
Coordination with your bookkeeper or tax professional
Final pricing is confirmed after transaction volume, record condition, and reporting needs are reviewed.
Discuss the scopePractical experience
Financial analysis grounded in business operations
Georg’s experience includes financial statements, reconciliations, margin and cost analysis, inventory and discount analysis, cash-flow decisions, and management reporting. The goal is to turn financial data into clearer operating decisions—not simply produce another report.
GA Financial Services is not a CPA firm. It does not file tax returns, perform audits, provide legal advice, or manage investments. Georg can coordinate with your CPA, tax preparer, or existing bookkeeper.
How it begins
A clear start before any ongoing commitment.
The scope, price, and communication rhythm are confirmed before work begins.
Review the situation
Clarify the main concern, available reports, and condition of the bookkeeping.
Identify the right scope
Receive a service recommendation based on the decisions and reporting support needed.
Establish a review rhythm
Financial changes, risks, and priorities are reviewed on an agreed schedule.
Common questions
Before you request a review.
What does fractional CFO support do?
It gives a business ongoing financial analysis and decision support without hiring a full-time CFO. The exact scope depends on the business and selected plan.
Is this investment or personal financial planning?
No. The service focuses on business profitability, costs, cash flow, forecasts, and operating decisions.
Do my books need to be fully current?
Not necessarily. Their condition is reviewed first. Cleanup or bookkeeping may be required before deeper analysis is reliable.
How much does the service cost?
Ongoing financial guidance starts at $500 per month. Deeper profitability or forward-looking cash-planning work may require a higher service level.
Do you work outside Los Angeles?
Yes. GA Financial Services is California-based and can work remotely with businesses throughout the state.
Can you work with my CPA or bookkeeper?
Yes. The service can use reports prepared by an existing bookkeeper and coordinate with a CPA or tax professional when appropriate.
Free initial review
Request a free financial review
Describe the business problem, save your request, and then choose a 30-minute Google Meet time. Do not include passwords, account numbers, or sensitive records.
