OUR STORY, YOUR SUCCESS
Connecting Passion with Purpose
At Mosaic CFO, we empower entrepreneurs to build thriving businesses aligned with their aspirations and lifestyles. My journey into finance stems from a passion for guiding others through unique financial landscapes. Blending accounting expertise with a coaching approach, we transform data into strategic clarity, empowering clients with confidence. As your dedicated ally, we collaborate closely to craft tailored solutions, streamline operations, and foster sustainable growth.
Casey Galanti
FOUNDER OF MOSAIC CFO
TRUSTED BY THE FOUNDERS OF:
WORK WITH US
Let’s Piece Together Your Path to Success
Whether you need a one-time review, ongoing support, or a full strategy, we tailor our services to fit your business. Every partnership begins with an Initial Diagnostic to set the foundation for clarity and lasting success.
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Initial Diagnostic
THE FIRST STEP TOWARD CLARITY
The Initial Diagnostic is included in all service levels and provides a comprehensive review of your books to gain a deep understanding of your financial situation. You’ll receive:
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An in-depth review of your books
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A 60-minute follow-up call to discuss findings
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A custom Assessment Report with tailored recommendations
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A proposal for any necessary cleanup services
Ready to take the next step? Choose from our three tailored service packages to find the right level of support for you.
Do Our Pieces Fit Together?
At Mosaic CFO, we thrive on partnering with passionate solopreneurs and small business owners who are ready to transform their financial operations into a powerful engine for growth. Here’s who we’re excited to work with:
Sole Decision Makers
You lead your business and seek a supportive ally for internal operations, freeing you to focus on your clients.
Service-Driven
You deliver exceptional services without the hassle of inventory or sales tax, allowing us to enhance your strengths.
Embracing Change
You’re ready to adopt efficient systems and technologies like Relay and Gusto to simplify your operations.
Growth-Focused
You aim to scale your business while staying lean, prioritizing your energy on what you love most.
LET'S DO THIS
Your Journey to Financial Clarity Starts Here
At Mosaic CFO, we offer a seamless partnership that allows you to focus on your strengths while we handle the financial details. Our straightforward process ensures you receive personalized support as you embark on your journey with us. Here’s how to get started:
1
Apply
Share a few details about your business so we can get a clear understanding of where you are and where you want to go.
2
Discovery Call
We’ll hop on a 30-minute call to dive into your goals, challenges, and how we can help you move forward.
3
Onboarding
Once we’re aligned, we’ll begin working together by setting up the systems and structures for your financial journey.
4
Initial Diagnostic
After onboarding, we’ll conduct a comprehensive review of your books to gain a deep understanding of your financial landscape and pinpoint any items that need attention before diving into our services.
5
Monthly Service
With the groundwork in place, we’ll move into ongoing monthly service, working together to achieve your strategic vision and scale your business efficiently.