Overview
Most growing businesses need CFO-level thinking long before they can justify a full-time CFO. Our advisory team becomes your outsourced finance leader, translating your numbers into decisions about pricing, hiring, financing and growth.
Who it's for
- Businesses between $1M and $50M in revenue
- Owners preparing for financing, acquisition or sale
- Companies with rapid growth or cash flow strain
- Nonprofit boards needing financial oversight
What's included
- Annual budgets and rolling 13-week cash flow forecasts
- KPI dashboards delivered through your client portal
- Monthly or quarterly financial review meetings
- Pricing, profitability and margin analysis
- Bank and lender relationship support
- Business valuation readiness and exit planning
Our process
Consult
We learn your situation and goals.
Engage
A clear, fixed-fee engagement letter.
Execute
Secure exchange through your dashboard.
Review
We walk you through the results.
Frequently asked questions
How is this different from bookkeeping?
Bookkeeping records what happened. Advisory interprets it and helps you decide what to do next with forecasts, scenarios and a seasoned financial perspective.
How is the engagement priced?
Advisory is billed as a fixed monthly fee based on scope and meeting frequency, so there are no hourly surprises.
Can you work with my existing accountant?
Absolutely. We regularly collaborate with in-house staff and outside bookkeepers.