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 selling candy in middle school to helping my entrepreneurial parents overcome business hurdles, my journey in business has been constant.

Despite an unconventional path—including dropping out of high school before attending a Top 20 Business School—I recognized a critical gap in most enterprises: Accounting. This often-neglected cornerstone is essential to every successful business.

I dedicate my expertise to helping creative and ambitious business owners make well-informed decisions through clear, accessible financial information—ensuring the security and growth of their ventures.

Work With Me >>

OUR MISSION:

Clear & Actionable Financial Insights

Our Approach: At Greenlight Financial, we take a personalized, client-centric approach. Our goal is to move you beyond simply watching your bank account fluctuate—we help you truly understand your numbers.

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 Greenlight Financial, we combine financial expertise with a commitment to work-life balance. We continuously seek new knowledge to benefit our clients while encouraging growth—both professionally and personally.

 FAQs

  • If you DON’T understand the financials, you CAN’T lead as a CEO!

  • Yes!

  • 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.

  • 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.

Let’s Work Together

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