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