VIRTUAL CFO ADVISING, WITH A PERSONAL TOUCH
Hi, I’m Joe Siegel
Personal CFO + Founder of Green Light Financial Business has always been a driving force in my life.
From my early days of middle school, where I dabbled in selling candy & sodas (I know), to aiding my entrepreneurial parents in overcoming their business hurdles, my journey in business has been a constant.
Despite an unconventional path that included dropping out of high school and later attending a Top 20 Business School, I quickly recognized a glaring gap in many enterprises: Accounting. This crucial aspect, often the WEAKEST or MOST NEGLECTED, is in fact the cornerstone of EVERY successful business.
I dedicate my skills to assisting creative and ambitious business owners. By providing them with EASY & CLEAR financial information, I empower them to make well-informed decisions, ensuring the security and growth of their ventures.
OUR MISSION:
👊 Simple & Trackable Metrics
Our Approach: At Green Light Financial, we believe in a personalized and client-centric approach. Our goal? Is to no longer see owners relying on their bank account going up ⬆️ or down ⬇️ and assuming that "it's all good".
Our Services: As a provider of fractional CFO services, we specialize in more than just managing numbers. We offer comprehensive financial leadership tailored to the unique needs of each business. Our services include:
Financial Analysis & Reporting
Budgeting and Forecasting
Labor Management
Cash Flow Management
Strategic Planning
Risk Management
Why Choose Green Light?
Experience and Expertise: Our foundation is built on solid accounting principles and enriched by years of experience in providing fractional CFO services.
Technologically Advanced: Utilizing tools like Google Sheets & Google Looker Studio, we provide Clear and Accurate numbers.
Client-Focused: We are committed to building lasting relationships and delivering value that goes beyond mere financial reporting.
Results-Driven: Our focus is always on delivering tangible results, whether it’s boosting profitability, enhancing cash flow, or providing strategic direction.
Our Ethos: At Green Light Financial, we blend a passion for finance with a commitment to a well-rounded lifestyle. We are constantly seeking new knowledge and perspectives to benefit our clients. Our team values balance, both professionally and personally, and encourages continuous growth and learning.
FAQs
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If you DON’T understand the financials, you CAN’T lead as a CEO!
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Yes!
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We offer 3 tiers of options but never suggest something that doesn't make sense.
Trust is an essential foundation for the relationship with your CFO.
Remember, this is money so trust is a must-have.
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Yes! Green Light Financial bridges the gap that exists between understanding what a Profit & Loss and Balance Sheet statement means, but do it from a place that we are on your side.
