Strategic guidance for growth & clarity
Go beyond the numbers. Our CFO-level advisory services provide the insights, forecasting, and strategy you need to scale confidently.
Unlock Your Potential
Cash Flow Forecasting
Predict future cash positions to make informed decisions about hiring, inventory, and expansion.
Budgeting & Planning
Create realistic budgets and track performance against them to keep your business on course.
KPI Dashboarding
Visualize your most important metrics with custom dashboards tailored to your industry.
Strategic CFO Guidance
Regular meetings with a dedicated CFO to discuss strategy, risks, and opportunities.
Simple 3-Step Process
Discovery & Analysis
We review your historical financials and business model to understand your profit drivers.
Build the Roadmap
We create a financial model, set budgets, and define KPIs relevant to your goals.
Regular Advisory Meetings
We meet monthly or quarterly to review performance and provide strategic advice.
Who Is This For?
Businesses hitting a growth plateau
Owners looking to exit or sell their business
Companies preparing for fundraising
Businesses with complex cash flow challenges
CEOs needing a financial sounding board
Common
Questions.
Answers to frequently asked questions about our financial advisory services.
If you're making complex decisions based on gut feeling rather than data, fractional CFO services provide high ROI.
It depends on your needs. We offer monthly, quarterly, or bi-weekly sessions.
Yes. Bookkeeping looks backward. Financial Advisory looks forward at what will happen.
Yes, we help founders prepare robust financial models for investor meetings.