CFO-level guidance, fractional pricing.

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.

CFO Advisory

Financial forecasting, budgeting, and growth strategies for your business.

CPA
Licensed
50
States
24h
Reply
WHY CHOOSE THIS SERVICE

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.

WHAT'S INCLUDED

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
IDEAL FOR

This service is built for

Founders running $1M – $25M revenue businesses
Companies preparing to raise capital
Businesses making big hiring or pricing decisions
Owners exhausted from 'flying blind'
Teams without a finance hire yet
Bootstrapped companies scaling fast
Not sure if this fits?

Book a free 30-minute call

We'll talk through your situation honestly — and tell you if a different service fits better.

Schedule now
HOW IT WORKS

A simple, 4-step process

01

Discovery

We assess your books, KPIs, and what you need to know to run the business.

02

Build the model

13-week cash flow, budget vs. actual, KPI dashboard.

03

Monthly cadence

Monthly board package and 60-min strategy meeting.

04

Strategic projects

Pricing, hiring, M&A, fundraising — we drive the analysis.

PRICING

Transparent fixed-fee pricing

No surprise invoices. Pick the tier that fits, or we'll quote a custom scope.

Starter CFO
$1,500 per month
  • Monthly KPI dashboard
  • Cash flow forecast
  • Monthly strategy call
  • Email support
Get started
Most popular
Growth CFO
$3,500 per month
  • Everything in Starter
  • Weekly cash forecasting
  • Board-ready monthly package
  • Scenario modeling
  • 2 strategy calls/mo
Get started
Strategic CFO
$6,500+ per month
  • Fundraising support
  • M&A analysis
  • Investor reporting
  • Dedicated CFO + analyst
Get started
FAQ

Questions about cfo advisory

Still curious? Reach out — we reply within 24 hours.

Are you a real CFO or just bookkeeping plus reports?
Real CFO work — strategy, forecasting, capital structure, fundraising. We pair it with rock-solid bookkeeping (yours or ours).
Do we need clean books first?
Yes — CFO advisory only works on a reliable foundation. If your books need work, we'll quote a cleanup first.
Can you help us raise capital?
Yes — financial model, projections, data room, and we'll join investor calls when helpful.
What if we hire a full-time CFO later?
Great outcome — we'll do a clean handoff with all models, KPIs, and processes documented.

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