We function as the strategic partner for our corporate clients. As a clients' outsourced CFO, we develop a deep understanding of their business, including product lines and life-cycles, strategic opportunities, key revenue and cost drivers and the competitive environment. Based on our findings, we provide critical financial guidance and support to achieve business goals, leveraging talented teams who drive comprehensive analysis and advice.
Geller Advisors' clients benefit from the same high-touch, collaborative approach from our CFO Services team. This team supports all aspects of our clients’ personal financial lives from bill pay and cash management services to insurance review, cash flow and household financial analysis and human resources management.