CFO Advisory

A real financial partner — not just someone who shows up in April.

Our sweet spot is companies that have grown past the point where a bookkeeper is enough but aren't yet at the point where they need a full-time CFO. You need strategic financial guidance — but hiring someone in-house at $200K+ doesn't make sense yet.

CFO advisory means you get cash flow forecasting, KPI tracking, profitability analysis, and strategic guidance — the kind of oversight a senior financial officer would bring — at a fraction of the cost. And because ongoing support is included in your monthly relationship, you're not billed every time a question comes up.

If you’re ready to take your business to the next level through personalized, straightforward financial guidance, call us at (914) 630-1552 or request a consultation online.

 

WHAT'S INCLUDED

CFO Advisory

  • Monthly financial review meeting
  • Cash flow forecasting and management
  • KPI tracking and dashboard reporting
  • Profitability analysis by service line or client
  • Budget vs. actuals review
  • Owner pay and partner distribution guidance
  • Business planning and growth advisory
  • Lender and investor package preparation
  • Year-round access to our team