CFO Advisory
Senior financial leadership for businesses that need strategic guidance without a full-time hire.
The Problem
Growing businesses often reach a point where they need more strategic financial input than their existing team can provide — but aren't yet ready for a full-time CFO. The gap between bookkeeping and board-level financial strategy can be the difference between scaling successfully and stalling.
What We Do
- Provide part-time or interim CFO support, typically one to three days per week
- Establish or improve management reporting, KPIs, and financial dashboards
- Lead budgeting, forecasting, and strategic planning processes
- Support board meetings with financial analysis, papers, and recommendations
- Manage relationships with banks, auditors, and other financial stakeholders
- Develop the finance function — processes, systems, and team capabilities
- Lead on specific projects: fundraising, M&A preparation, systems implementation
What You Get
- Board-level financial leadership without full-time overhead
- Improved financial control, reporting, and decision-making
- A trusted adviser who understands your business and its trajectory
- Flexibility to scale involvement up or down as needs evolve
Our CFO advisory engagements are typically ongoing, with scope that evolves as the business grows. We integrate fully with your team and become a natural part of your leadership structure.