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Business strategy meeting with financial projections

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. 100% remote, so it works whether you're in Pittsburgh or anywhere else in the country.

From $500/mo

Deliverables

WHAT YOU GET

Financial forecasting and projections
Cash flow modeling and management
Profitability analysis by product, service, or client
Growth planning and scenario modeling
Pricing strategy recommendations
Bi-weekly or monthly strategy calls
Board and investor-ready financial packages
Vendor and contract negotiation support

The Process

HOW IT WORKS

01

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.

02

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.

03

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.

04

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.

Ready to hand off your books?

One call. We'll figure out exactly what you need and what it costs.

Let's Talk About Your Books →

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. And because we also handle bookkeeping and controller-level reporting, you get one team that grows with you: clean books at $399 a month, controller-level reporting as you scale, and CFO strategy when the decisions get bigger. No handoffs between three different firms.

Best Fit

IS THIS RIGHT FOR YOU?

Businesses doing $500K+ in revenue and planning to grow
Owners who want to understand the 'why' behind their numbers, not just the 'what'
Companies preparing for a major investment, loan, or acquisition
Businesses that have outgrown DIY financial management
Owners making pricing, hiring, or expansion decisions and needing data to back them up

Common 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.

Nationally, fractional CFO services run $1,500 to $7,000 per month depending on scope and company size. Ours starts at $500 per month because we already handle the bookkeeping underneath it, so there's no duplicated work. You're paying for strategy, not for a second firm to relearn your numbers.

Yes. Controller-level work sits between bookkeeping and CFO strategy: month-end close oversight, financial reporting packages, budget vs actual tracking, and internal controls. Many clients step from monthly bookkeeping into controller services first, then add CFO advisory when bigger decisions come up.

No. Everything runs remotely through QuickBooks Online, video calls, and shared dashboards. We're based in Cranberry Township PA and many clients are in the Pittsburgh area, but we serve businesses across Pennsylvania and nationwide.

At a Glance

Fractional CFO services from Peacock Bookkeeping Services start at $500 per month, compared to the $1,500 to $7,000 per month most fractional CFO firms charge. You get financial forecasting, cash flow modeling, profitability analysis, and bi-weekly or monthly strategy calls. Fractional controller services are also available as a step between bookkeeping and CFO advisory. Built for businesses doing $500K to $5M in revenue. 100% remote nationwide, based in Cranberry Township PA. Call (412) 407-7420 to talk strategy.

READY FOR CFO-LEVEL STRATEGY?

Book a free call and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.

Let's Fix Your Books