Hi! I am Aneela!

I am the numbers nerd for Financially Forward entrepreneurs.

I am here to help you get closer to business success through goals setting, strategic planning, and performance insights

Monthly CFO Advisory

Suggested revenue: ~ $300K and above

Monthly services are composed of:

  • Setting SMART financial goals

  • Determining actions that take you to those goals

  • Building a robust plan that includes-

    • Scenario planning

    • Profitability improvement planning

    • Business idea analysis

  • Comparing business performance to plan

  • Determining next actions that help align performance to plan and goals

Monthly meetings

Add-on:

  • Initial accounting clean-up and correction

  • Managed accounting

  • Accounting workflows system integrations

Financial Projects

This is where you start if you are not ready for monthly commitment yet. You can have your books reviewed and an annual budget created that’ll help you be confident in your numbers and align them to your goals.

Financial review & analysis project:

  • Review of books and accounting recommendations

  • Financial statements and performance analysis

  • One discussion session

    Add-on:

  • Accounting clean-up and correction

  • Accounting workflows system integrations

Financial review, analysis, & planning project:

  • Review of books and accounting recommendations

  • Financial statements and performance analysis

  • Annual budget creation

  • One discussion session

    Add-on:

  • Accounting clean-up and correction

  • Accounting workflows system integrations

Want to learn more?

Set up a Free discovery call and we’ll talk about how I can help your business!