Fractional CFO leadership, without the full-time cost
Get the financial strategy of a seasoned CFO at a fraction of the cost of a full-time hire. We turn clean numbers into forecasts, dashboards, and decisions that move your business forward.
Available to small businesses in Oceanside, Dallas–Fort Worth, and Bozeman — and to clients nationwide.
What is included
- Cash-flow forecasting & scenario modeling
- KPIs, dashboards & industry benchmarks
- Budgeting & financial modeling
- Pricing, hiring & investment decision support
- Fundraising & loan readiness
- Monthly strategy meetings
Best past $1M
When decisions get bigger and guessing gets expensive.
Raising or borrowing
We make your financials tell a clear, credible story.
Ready to put your accounting in action?
Book a free 30-minute consultation. No pressure at all on our end.
From our Learning Center
How Much Does CFO Advisory Cost? →Frequently asked questions
What does CFO advisory include?
Cash-flow visibility, budgeting and forecasting, and regular financial guidance to help you make decisions — the strategic layer on top of clean books.
Do I need CFO advisory if I already have bookkeeping?
Bookkeeping tells you what happened; CFO advisory helps you decide what to do next. Many owners add it once they are making bigger decisions.
How is CFO advisory priced?
It is scoped to what you need and added to your plan; plans start at $500/month. We size it together — no pressure.