CFO Advisory
Get financial clarity, smarter strategy, and a CFO-level partner guiding your growth.
Most small and mid-sized businesses need strategic financial advice but cannot hire a full-time CFO. We give you that leadership—clear forecasting, simple analysis, and steady guidance—without the complexity or cost of an in-house executive.
Numbers do not matter unless you understand them.
Many business owners rely on gut instinct because their financial data feels confusing or incomplete. That leads to inconsistent profit, uneven cash flow, and stressful surprises.
CFO Advisory translates your numbers into simple insights you can act on. We help you understand exactly what is happening, why it is happening, and what to do next.
- • No more guessing about cash flow or future expenses
- • No more confusion about profit versus your bank balance
- • No more reactive, last-minute decisions
What CFO Advisory looks like day to day
- • Reviewing your margins and showing which jobs or services are profitable
- • Helping you price correctly so you stop undercharging
- • Planning cash flow so payroll and expenses are never a surprise
- • Building simple forecasts that guide hiring and investments
- • Explaining reports in clear, practical language
How our CFO Advisory partnership works
A clear rhythm that keeps you informed and in control.
Step 1
Financial assessment
Step 2
Regular check-ins
Step 3
Forecasting & planning
Step 4
Profit & cash changes
Step 5
Ongoing support
You are not getting random advice. You follow a steady process that repeats every month or quarter so you always know where your business stands.
What you get with CFO Advisory
CFO Advisory combines regular meetings, simple reporting, and proactive guidance. You are not alone with your numbers—you have a partner walking through them with you.
Analysis & Reporting
- • Monthly or quarterly financial review
- • Clear breakdown of profit, cash, and key drivers
- • Simple dashboards or summary reports
- • Trend spotting: what is improving, what is not
Planning & Strategy
- • Cash flow planning and forecast
- • Help with pricing, offers, and packages
- • Support for hiring and team structure decisions
- • Budgeting and spend planning for the year
Support & Guidance
- • Email and call support between meetings for key decisions
- • Help preparing for lender or investor conversations
- • Coordination with your bookkeeping and tax planning
Is CFO Advisory right for you?
This service is built for owners who want to grow with confidence instead of reacting to emergencies.
A great fit if:
- • You run a growing service-based business
- • You want to understand your numbers, not just see them
- • You are making hiring, pricing, or expansion decisions
- • You want a steady partner, not one-off advice
Not the best fit if:
- • You only want basic tax filing or bookkeeping
- • You are not interested in regular reviews or planning
- • You prefer to make financial decisions without outside input
How CFO Advisory can change your day-to-day
Here are a few practical examples of what a CFO-level partner can help you do.
Example 1
You are busy but profit is not growing
We review your margins by service or job, highlight low-profit work, and help you adjust pricing or focus so your time leads to more profit.
Example 2
You are unsure if you can afford a new hire
We build a simple forecast showing the impact of a new salary on your cash and profit so you can say yes or no with confidence.
Example 3
You want to expand or add a location
We help you model the costs, timelines, and likely revenue so you understand the risk and upside before you move forward.
Common questions about CFO Advisory
Do I need a certain revenue level to work with you?
We work best with growing service-based businesses that are large enough to benefit from regular reviews but not ready for a full-time CFO. We can talk through fit on a quick call.
Do you replace my bookkeeper or accountant?
Not necessarily. In many cases we work alongside your existing team. If you want everything under one roof, we can also handle bookkeeping, accounting, and tax planning.
How is this different from a one-time consultation?
CFO Advisory is ongoing. We build a relationship, learn your business, and help you adjust over time instead of giving advice once and walking away.
Can we start small and grow the level of support later?
Yes. Many clients start with quarterly reviews and move to monthly once they see the value of regular guidance.
Ready to add a CFO-level partner to your business?
If you want clearer numbers, better decisions, and a calm, steady view of the future, we can walk you through how our CFO Advisory service works.
Schedule Your Free Strategy CallShort call. Clear next steps. No pressure.