Service
CFO Advisory
Not every business needs a full-time CFO, but every growing business needs CFO-level thinking. Our advisory service gives you a senior financial partner who builds forecasts, tracks the metrics that matter, and helps you make the decisions that move the business forward.
Benefits
What you gain.
A senior financial strategist in your corner without a full-time salary
Forecasts and budgets that guide real decisions
Clear KPIs that show what is driving the business
A sounding board for hiring, pricing, and investment choices
What's Included
Everything in the engagement.
- Cash flow forecasting and management
- Budgeting and variance analysis
- KPI dashboard design and tracking
- Growth and profitability strategy
- Business valuation support
- Board and investor reporting
Ideal Clients
Who this is for.
- Businesses between $1M and $25M in revenue
- Companies preparing to raise capital or sell
- Teams that need financial leadership but not a full-time CFO
- Founders making critical hiring or investment decisions
How We Work
A clear, repeatable process.
We learn your business model, unit economics, and growth goals.
We build a financial model, forecast, and KPI dashboard.
We meet monthly to review performance and adjust the plan.
We advise on specific decisions as they arise throughout the year.
Related Services
Ready to strengthen your cfo advisory?
Let's talk about where you are today and where you want to be. The first conversation is free, and it is a conversation, not a sales pitch.