CFO Advisory
Get the strategic financial leadership your business needs — KPI dashboards, cash-flow forecasting, budget modeling, and growth advisory — without the cost of a full-time CFO.
Financial forecasting, budgeting, and growth strategies for your business.
CFO advisory gives a small business strategic financial leadership — cash-flow forecasting, budgeting, KPI dashboards, and growth planning — without a full-time hire. A small business accountant acts as your fractional CFO, turning your numbers into decisions on pricing, hiring, and fundraising.
What you actually get
Forward-looking
Forecasts and scenarios — not just last month's report.
Decision-grade data
KPIs that drive pricing, hiring, and investment decisions.
Board & investor ready
Monthly packages clean enough to send to your board or bank.
Fundraising support
Models, projections, and data rooms when it's time to raise.
Deliverables in every engagement
- 13-week rolling cash flow forecast
- Annual budget with monthly variance
- KPI dashboard tailored to your business
- Monthly board-ready financial package
- Scenario modeling (hiring, pricing, growth)
- Monthly 60-minute strategy meeting
This service is built for
Book a free 30-minute call
We'll talk through your situation honestly — and tell you if a different service fits better.
Schedule nowDoes a small business need a CFO or an accountant?
Most small businesses don't need a $200K full-time CFO — they need an accountant who can think like one. CFO advisory adds forward-looking financial leadership on top of solid bookkeeping: a 13-week cash-flow forecast, an annual budget with monthly variance, a KPI dashboard, and board-ready reporting. That turns last month's numbers into decisions about pricing, hiring, and when to raise capital. Because it builds on books the same accountant already keeps, the data stays reliable. Dushyant Hirwani Accounting provides fractional CFO support to businesses doing roughly $1M–$25M in revenue, remotely across all 50 states, on a flat monthly retainer.
CFO Advisory is one part of full-service small business accounting. Most clients pair it with monthly bookkeeping and year-round tax planning so their books, payroll, and taxes all stay in sync with one accountant.
| Doing it yourself | With a small business accountant |
|---|---|
| Hours lost every month | Hours back to run your business |
| Missed deductions & credits | Every deduction you qualify for |
| Deadline stress & penalty risk | Filed on time, every time |
| Guesswork on the numbers | Clear, reliable financials |
| No one to call about the IRS | Full representation included |
A simple, 4-step process
Discovery
We assess your books, KPIs, and what you need to know to run the business.
Build the model
13-week cash flow, budget vs. actual, KPI dashboard.
Monthly cadence
Monthly board package and 60-min strategy meeting.
Strategic projects
Pricing, hiring, M&A, fundraising — we drive the analysis.
Transparent fixed-fee pricing
No surprise invoices. Pick the tier that fits, or we'll quote a custom scope.
- Monthly KPI dashboard
- Cash flow forecast
- Monthly strategy call
- Email support
- Everything in Starter
- Weekly cash forecasting
- Board-ready monthly package
- Scenario modeling
- 2 strategy calls/mo
- Fundraising support
- M&A analysis
- Investor reporting
- Dedicated CFO + analyst
Questions about cfo advisory
Still curious? Reach out — we reply within 24 hours.
Are you a real CFO or just bookkeeping plus reports?
Do we need clean books first?
Can you help us raise capital?
What if we hire a full-time CFO later?
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Book a free 30-minute consultation. We'll review your situation and outline a clear plan — no obligation.