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CFO Advisory

Executive-level financial leadership without full-time overhead. Fractional CFO governance, reporting cadence, and scenario-based planning for businesses ready to scale with confidence.

CFO Advisory

⚠ The Problem

Founder-led teams lack forward-looking financial leadership for scaling decisions. Growth stalls from cash surprises, margin leakage, and delayed decisions that compound over time.

Our Solution

Fractional CFO governance, reporting cadence, and scenario-based planning that gives your team the financial clarity to move decisively at every stage of growth.

What's Included

Monthly CFO Reporting PackageBoard-ready financial statements, KPI dashboards, and variance analysis delivered on a consistent cadence.
Cash Flow Forecasting13-week and annual cash flow models that eliminate surprises and support confident investment and hiring decisions.
Scenario & Sensitivity AnalysisFinancial models that stress-test your business across growth, contraction, and transition scenarios.
Margin & Pricing ReviewSystematic analysis of gross margin, product/service profitability, and pricing structure to close leakage.
Strategic Decision SupportDirect advisory access for capital allocation, hiring, pricing, and operational decisions with financial implications.
Lender & Investor PreparationFinancial packages, projections, and narrative preparation for debt financing, equity raises, or board presentations.

Expected Outcomes

Improved Cash Predictability

Eliminate cash flow surprises with forward-looking models that give you 90+ days of visibility into your financial position.

Stronger Margins

Systematic margin analysis and pricing review typically surfaces 2–5% gross margin improvement opportunities within the first engagement cycle.

Board-Ready Decision Support

Institutional-quality financial reporting that builds credibility with investors, lenders, and board members — accelerating capital access.

Founder Confidence

Make major business decisions — hiring, pricing, expansion — with the financial clarity and analytical backing that removes uncertainty.

Other Services

Ready to Get Started?

Complete our qualification form to determine advisory fit before scheduling a strategy call.

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Download the Growth Guide

Frameworks for financial discipline, tax readiness, and scaling decisions.

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Ready for Executive Financial Leadership?

Start with our qualification process to confirm advisory fit. Senior-level access from day one.

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