FernCo Financial

FernCo Financial

Your Strategic Financial Future Starts Here

Your Strategic Financial Future Starts Here

Future Finance

Future Finance

Tired of merely surviving the financial wilderness? It’s time to thrive! Our strategic finance service transforms your cash-flow management using our proven predictive cash-flow strategists. Wave goodbye to just bookkeeping and hello to forecasting and maximizing profits.

Foresight

Foresight

Predict Business Success

Strategy

Strategy

No More Financial Surprises

Growth

Growth

Maximize Your Profits

I cannot understate the comfort I experience having Karly watch over our forward-looking financial moves so I can focus on what I'm good at: leading entrepreneurial efforts and people.

I cannot understate the comfort I experience having Karly watch over our forward-looking financial moves so I can focus on what I'm good at: leading entrepreneurial efforts and people.

I cannot understate the comfort I experience having Karly watch over our forward-looking financial moves so I can focus on what I'm good at: leading entrepreneurial efforts and people.

Mark Sandeno, CEO

Helpful Human

Mark Sandeno, CEO

Helpful Human

Karly does a fantastic job of evaluating our law firm’s finances and creating charts and graphs that are easy for me to understand and plan around. She’s also done a thorough, accurate job of evaluating the finances of more complex income to the firm, which I had tried and failed to do myself. I unreservedly recommend her services.

Karly does a fantastic job of evaluating our law firm’s finances and creating charts and graphs that are easy for me to understand and plan around. She’s also done a thorough, accurate job of evaluating the finances of more complex income to the firm, which I had tried and failed to do myself. I unreservedly recommend her services.

Karly does a fantastic job of evaluating our law firm’s finances and creating charts and graphs that are easy for me to understand and plan around. She’s also done a thorough, accurate job of evaluating the finances of more complex income to the firm, which I had tried and failed to do myself. I unreservedly recommend her services.

Dan Kirkpatrick

Wakefield & Kirkpatrick, PLLC

Dan Kirkpatrick

Wakefield & Kirkpatrick PLLC

Your Questions Answered

Your Questions Answered

How Does It Work?

Our cash-flow strategists will analyze your financial data and provide a personalized predictive finance strategy to optimize and maximize your business profits.

What's The Advantage?

Our service helps you anticipate cash-flow fluctuations, allowing you to make informed decisions and act proactively, ensuring your business thrives in the most unpredictable financial climates.

Do I Need It?

Our strategic finance service is perfect for businesses of all sizes looking to revolutionize their finances and make informed decisions about their cash-flow management.

Which monthly plan is right for your business?

Which monthly plan is right for your business?

Which monthly plan is right

for your business?

We tailor our services to match your business needs so you get the right level of financial insight.

We tailor our services to match your business needs so you get the right level of financial insight.

We tailor our services to match your business needs

so you get the right level of financial insight.

Basic

Recommended annual revenue minimum: $500k

Starts at

$500

p/month

Monthly financial statement review

1-year cash flow forecast

Data integration into FathomHQ

Full report with video

Limited email and phone support

Premium

Recommended annual revenue minimum: $1M

Starts at

$1,000

p/month

Everything in Basic plus:

3-year cash flow forecast

Monthly budget review

Special projects discounted rate

Monthly 1:1 meetings

Executive

Recommended annual revenue minimum: $2M

Starts at

$2,500

p/month

Everything in Premium plus:

5-year cash flow forecast

Semi-monthly budget review

Monthly KPI analysis

Unlimited email support

Basic

Recommended annual revenue minimum: $500k

Starts at

$500

p/month

Monthly financial statement review

1-year cash flow forecast

Data integration into FathomHQ

Full report with video

Limited email and phone support

Premium

Recommended annual revenue minimum: $1M

Starts at

$1,000

p/month

Everything in Basic plus:

3-year cash flow forecast

Monthly budget review

Special projects discounted rate

Monthly 1:1 meetings

Executive

Recommended annual revenue minimum: $2M

Starts at

$2,500

p/month

Everything in Premium plus:

5-year cash flow forecast

Semi-monthly budget review

Monthly KPI analysis

Unlimited email support

Basic

Recommended annual revenue minimum: $500k

Starts at

$500

p/month

Monthly financial statement review

1-year cash flow forecast

Data integration into FathomHQ

Full report with video

Limited email and phone support

Premium

Recommended annual revenue minimum: $1M

Starts at

$1,000

p/month

Everything in Basic plus:

3-year cash flow forecast

Monthly budget review

Special projects discounted rate

Monthly 1:1 meetings

Executive

Recommended annual revenue minimum: $2M

Starts at

$2,500

p/month

Everything in Premium plus:

5-year cash flow forecast

Semi-monthly budget review

Monthly KPI analysis

Unlimited email support

Let's get started.

About

I'm Karly Weitzel, a finance professional with a passion for numbers and data analysis. With over ten years of experience in the finance industry, I've had the privilege of diving deep into the world of business financial management and strategic planning. I have a genuine love of data.

One thing I've discovered is that business leaders usually have the financial tools to see where their business has been, but don't know how to use that information moving forward. They aren't sure how to focus their efforts or predict the impact of future decisions. I'm here to help with that. My goal is to demystify finance by transforming complex data into actionable insights. Through the use of powerful tools and best business practices, I will empower you with the knowledge you need to make informed financial decisions with confidence.

If you have questions or would like additional information about FernCo Financial's services, click on the Learn More button or send me a message directly.

Thanks for visiting, and I look forward to connecting with you!

About

I'm Karly Weitzel, a finance professional with a passion for numbers and data analysis. With over ten years of experience in the finance industry, I've had the privilege of diving deep into the world of business financial management and strategic planning. I have a genuine love of data.

One thing I've discovered is that business leaders usually have the financial tools to see where their business has been, but don't know how to use that information moving forward. They aren't sure how to focus their efforts or predict the impact of future decisions. I'm here to help with that. My goal is to demystify finance by transforming complex data into actionable insights. Through the use of powerful tools and best business practices, I will empower you with the knowledge you need to make informed financial decisions with confidence.

If you have questions or would like additional information about FernCo Financial's services, click on the Learn More button or send me a message directly.

Thanks for visiting, and I look forward to connecting with you!

Contact

© Fernco Financial 2023

© Fernco Financial 2023