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Business Services

CFO Advisory Services

Know your numbers. Plan your growth.

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Cash flow forecasting, KPI tracking, pricing and margin strategy, lender preparation and board level reporting. Executive financial leadership without a full time CFO salary.

We serve as your outsourced Chief Financial Officer, providing financial strategy and analysis on an ongoing or project basis. We build forecasts and KPI dashboards, monitor cash flow, advise on pricing and margins, prepare lender packages and present board level financial reports. You get a strategic partner in your growth, not just someone who crunches numbers.

Established service and product based businesses with $250K or more in annual revenue, such as contractors, real estate developers, law firms, retailers and professional services firms, that need executive financial leadership to grow, secure financing or make major decisions without hiring a full time CFO.

Monthly CFO advisory sessions, cash flow forecasting and monitoring, a KPI dashboard, pricing and profitability analysis, lender and board ready reporting, and tax planning coordinated with your growth plan.