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.

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.

[email protected]

JEA Financial Bookkeeping & Fractional CFO All rights reserved. 2024