We Don’t Just Help You Keep the Books; We Help You Move the Needle
Whether you’re navigating growth, preparing for funding, or simply trying to make sense of your numbers, we provide executive insight with business strategy you need to move forward with confidence. Our advisory services are tailored to support small businesses, startups, and scaling companies across the U.S.
Fractional CFO Expertise
Executive-level guidance without full-time overhead.
Business Strategy
Turn financial insight into operational success.
Growth Advisory
Plan and prepare for your next stage of expansion.
Investor-Ready
Financial modeling, pitch support, and board reporting.
What We Do – Our CFO & Business Consulting Services
Fractional CFO Services
A cost-effective way to access high-level financial leadership. We work with you as an embedded advisor to lead and manage key financial functions.
- Long-term financial strategy and planning
- Cash flow and working capital optimization
- Budget oversight and forecasting leadership
Business Strategy & Operational Consulting
From pricing and margins to team productivity and process efficiency, we connect your finances data to your daily operations.
- Business model evaluation and process improvements
- Cost structure analysis and margin optimization
- Departmental performance and goal setting analysis
Startup & Growth Advisory
Support designed for early-stage and fast-growing businesses that need clarity, structure, and investor readiness.
- Financial modeling and scenario planning
- Burn rate, runway, and break-even analysis
- Guidance for fundraising and investor presentations
Profitability & Cost Control
Know where your money is going and how to keep more of it. We help you identify inefficiencies and improve bottom-line performance.
- Expense audits and cost-saving initiatives
- Revenue optimization and pricing strategy
- KPI tracking to monitor margins and performance
Financial Health Diagnostics
We take a deep look at your financials and deliver a clear action plan to improve overall stability and growth.
- Financial statement reviews and variance analysis
- Liquidity, risk, and solvency assessments
- Actionable insights and improvement roadmap
How We Work – Our Proven Consulting Process
Initial Business Review
We begin with a review of your financials, business model, and growth goals to understand what’s working and what needs support.
Strategy & Planning Setup
Based on your goals, we build a roadmap that includes forecasts, KPIs, and cash flow targets to guide decision-making.
Financial Modeling & Insights
We create dynamic models to simulate future outcomes, support decision-making, and help you prepare for investors or major milestones.
Implementation Support
We work alongside your team to put strategies into action, monitoring performance and providing financial clarity at every step.
Ongoing Advisory & Adjustments
We meet regularly to review results, fine-tune your financial plans, and help you stay on track with long-term goals.
Let’s Take the Guesswork Out of Growth!
Whether you need strategic clarity, financial direction, or investor readiness, we bring seasoned financial insight to your side of the table.