You're already doing this work.
It's time to get paid for it.
The CFO Mentorship Program for women in bookkeeping who are ready to charge more for their services, offer advisory, and finally have the confidence, the know-how, and the tools to land their first CFO client.
Next cohort opening soon!
"I absolutely loved Geily's CFO Mentorship Program. I am an accountant with 15+ years of experience and I still learned so many new things and different ways to approach advisory. After Geily's program I felt confident in the service I could provide to my clients — and using the beta pricing strategy inside the program I signed on my first CFO-level client."
M.T
Does this sound like you?
You've been doing the bookkeeping. You're good at it. But somewhere along the way your clients started asking you questions that went beyond the books — cash flow, pricing decisions, what's next — and you answered them. Without extra charge. Without even thinking about it.
You already know more than you're charging for. You're just missing the structure to deliver it as a service — and the confidence to ask to be paid for it.
The math is not work at your bookkeeping rate or just simply know that bookkeeping is just not it for you. It was a way in but not how you want to serve your clients indefinetly.
You're currently or know soon will be maxed out on bookkeeping clients and you know the math is not working anymore.
You can see what CFO or advisory services could look like for your business but you have no idea how to get there.
What's inside?
12 weeks LIVE. Not a course. Not videos.
Real access to Geily in real time — with a group of women building the same thing alongside you.
1-1 Voxer access throughout.
A full curriculum that walks you through every step of delivering CFO services — from the sales call to onboarding to the monthly CFO call
Geily's actual scripts, templates, and CFO Dashboard + Spreadsheet — built and refined over years of real client work. You're not starting from scratch.
A mock client experience where you practice analyzing real financials and running a full CFO call before you ever sit across from a paying client.
A small group — intentionally. Only a handful of spots. So you get real attention, real feedback, and a room that actually knows your name.
Offer crafting and beta pricing strategy — the same one Geily used to sign the first CFO client.
Everything lives in Circle — every coaching call is recorded if you miss one.
in their words…
"Geily’s CFO Mentorship Program has been such a game changer for my business! I have learned so much and really feel like my business is moving in the right direction! CFO services will allow me to better serve my clients, free up capacity, and earn more income. I’m so excited to add this service to my firm and take my business to the next level!"
K.O
"It wasn't a course I had to sit through and watch a bunch of videos on — the learning took place live. The CFO dashboard she provides is worth so much. It would have taken me forever to create that. The time with Geily has made me feel much more confident in offering CFO-level services and serving my clients in new ways."
C.M
My promise to you:
You will not have to figure it out on your own.
You will not have to start from scratch.
Walk Away With
the CONFIdence
The confidence to sit across from a client and lead a CFO conversation — without second-guessing yourself.
the know-how
A complete system for delivering CFO advisory services: how to package and price it, sell it on the sales call, how to onboard, and how to keep a client on retainer month after month.
the tools
The tools are already built — so you're not spending months creating what Geily has already spent years refining.
Next cohort opening soon!
“Geily has been able to take what I’ve always imagined creating for my clients and actually do it! She gave me the system that was sitting in my brain but was too overwhelmed to actually create. I feel like she took my brain and the way I advise my clients, and put it into a nice little package for me. Finding her and learning from her has been a blessing and I am so excited to implement what she taught me in my own business!"
K.H
Meet your Mentor
Geily Romero
At one point, I had 23 bookkeeping clients. On paper that sounds like a win. In reality it was the hardest season of my business. I ended up in the hospital. My body told me what my spreadsheets couldn't — the model wasn't working.
I found a CFO three years ahead of me — living proof there was another way — and asked her to coach me. She did. I built on what she taught me, refined it with real clients over four years, and eventually landed where I am now — fewer clients, deeper relationships, more revenue, and a business that supports my life instead of consuming it.
That's the path this program teaches. Not theory. The actual how — from the first sales call to the monthly CFO call to keeping a client on retainer for years.
This program is my way of giving back so you too can see what's possible.
faq
I've invested in programs before and been disappointed. How is this different?
This is not a course. There are no pre-recorded videos to work through on your own. Every session is live, every question gets answered in real time, and the group is small enough that Geily knows your situation specifically — not just a general answer for the room. The learning happens because you show up, not because you push play. That accountably is the difference.
What if I miss a session?
All calls are recorded and live in your Circle space. You won't fall behind. Plus, you'll have 1-1 Voxer access to Geily so if you have any questions while catching the replay, just reach out.
How much time do I need to commit each week?
Plan for the weekly call plus time to apply what you're learning to your own business. This is not a heavy lift — it's designed for bookkeepers who are already running a business and don't have unlimited time.
When do we start and how long does it run?
Cohort runs for 12 weeks.
Is there a payment plan?
Yes. There's a monthly payment plan option, as well as Klarna/AfterPay options available at checkout.
I have more questions before I commit. Can I talk to someone? (Book a 15-Min Clarity Call)
Yes — that's exactly what the Clarity Call is for. Book a 15-minute call with Geily, bring your questions, and you'll know by the end of the call whether this is the right move for you.
What exactly does the curriculum cover?
The program walks you through the full lifecycle of a CFO client engagement — how to run a CFO sales call, how to onboard a client, how to read the story in the numbers, and how to deliver a monthly CFO call that keeps clients on retainer. There's also a mock client component where you practice analyzing real financials before you ever try it with a real client.
Do you cover budgets and forecasting?
Yes. The CFO Dashboard + Spreadsheet provided includes an all-in-one budget and forecast tool — not a traditional restrictive budget, but a forward-looking forecast that shows the client where their money is going and keeps them a quarter ahead. It's one of the most useful tools in the program and one Geily uses with her own clients every month.
What time are the weekly calls?
Weekly calls are on Thursdays at 1 PM EST. All calls are recorded in Circle if you need to rewatch or miss a session.
You're already doing this work.
It's time to get paid for it.
Next cohort opening soon!
→ join the waitlist
This is your time to access what could propel your business forward.