CFO Advisory & Consulting

Professional Guidance to Strengthen and Grow Your Business

You need more than compliance — you need a partner who helps you make smart financial decisions.


Advisory Services

  • Business formation and structuring
  • Contract and agreement review
  • Cash flow improvement
  • Profitability optimization
  • Forecasting & financial projections
  • Controller-level oversight
  • KPI tracking
  • Operational efficiency consulting



Who This Is For

  • Businesses needing high-level support without hiring a full-time CFO
  • Owners wanting real financial clarity
  • Companies planning to grow, expand, or optimize

  • What is a Fractional CFO?

    A fractional CFO provides high-level financial strategy, planning, and oversight without the cost of a full-time executive.


  • Do I need a CFO if I already have a bookkeeper and accountant?

    Yes—bookkeepers record data and accountants report it. A CFO interprets your numbers, builds strategy, and guides financial decisions.

  • How often do we meet?

    Most clients meet monthly or quarterly, but we can meet more frequently depending on growth stage or needs.

  • Can you help improve cash flow?

    Absolutely. We analyze cash cycles, pricing, overhead, margin leaks, and forecasting to strengthen liquidity.

  • Do you help with budgeting and forecasting?

    Yes. We build forward-looking budgets, rolling forecasts, and scenario models to support strategic decisions.

  • Is CFO advisory only for larger companies?

    No. Many of our clients are between $500k and $10M in revenue and need guidance scaling sustainably.

  • Can you support investor, lender, or bank reporting?

    Yes. We prepare financial packages, KPIs, and analysis for lenders or stakeholders.