Strategic Financial Guidance
CFO-LEVEL STRATEGY WITHOUT THE CFO SALARY
You need someone who can look at your numbers and tell you what to do with them. Not just reports. Real strategic advice about growth, cash flow, and profitability.
Deliverables
WHAT YOU GET
The Process
HOW IT WORKS
We Understand Your Goals
Where do you want to be in 12 months? 3 years? We start by understanding your business goals, then build a financial framework to track progress and identify what needs to change.
We Build Your Financial Model
Based on your historical data and growth targets, we build a financial model that projects revenue, expenses, and cash flow. This becomes the roadmap for every financial decision you make.
We Meet Regularly to Strategize
Every two weeks (or monthly), we review your numbers together. What is on track, what is off, and what adjustments to make. Think of it as having a financial advisor on speed dial.
We Help You Execute
Strategy is worthless without execution. We help you implement pricing changes, manage cash flow during growth, prepare for loans, and make the financial moves that actually grow your business.
The Impact
WHY IT MATTERS
A full-time CFO costs $150K-$250K a year. Most businesses under $5M in revenue cannot justify that. But you still need someone who can look at your financial picture and say: here is what is working, here is what is not, and here is what to do about it. That is what fractional CFO advisory gives you. The strategic financial brain your business needs, at a fraction of the cost.
Best Fit
IS THIS RIGHT FOR YOU?
Explore More
RELATED SERVICES
Monthly Bookkeeping
From $399/moYour books closed by the 15th. Every single month. No chasing, no reminding, no wondering where you stand. Just clean numbers you can actually use to run your business.
Learn moreTax Prep Support
From $150No more April scrambles. We keep your records organized year-round and coordinate directly with your CPA so tax season costs you less and stresses you zero.
Learn moreCatch-Up Bookkeeping
Custom quoteSix months behind. Two years behind. Total QuickBooks disaster. We have seen it all and cleaned it all up. No judgment, just results.
Learn moreCommon Questions
FREQUENTLY ASKED QUESTIONS
A bookkeeper records what happened. A CFO tells you what to do about it. Bookkeeping is about accuracy and compliance. CFO advisory is about strategy and growth. We offer both, and they work best together.
Most clients meet bi-weekly for a 30-45 minute strategy call. Some prefer monthly. We will find the cadence that works for your business. Between calls, you can reach out anytime with financial questions or decisions you are working through.
CFO advisory requires clean, current financials to be effective. If you are not already a monthly bookkeeping client, we will likely recommend pairing the two services. You can not make strategic decisions based on outdated or inaccurate numbers.
Yes. We prepare loan-ready financial packages, build projections that lenders want to see, and can speak directly with your lender about your financials. Having a financial professional present your numbers dramatically improves your chances of approval.
Not at all. We work with businesses doing $500K+ in revenue, but the sweet spot is $500K to $5M. That is the range where you are too big to wing it but too lean for a full-time CFO. Fractional advisory fills that gap perfectly.
READY FOR CFO-LEVEL STRATEGY?
Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.
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