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Home / Services / CFO Advisory

CFO Advisory

Senior financial judgment, without a full-time seat.

We become your finance function at the level you need. Forecasts you can run the business on, a cash view thirteen weeks out, a KPI pack the leadership team actually reads, and reporting that keeps lenders and boards confident.

Book a consultation
Ongoing, monthly engagementTypical timeline
Companies from about $1M to $50M revenueBest fit
Monthly retainerEngagement

Who it is for

Built for the decision in front of you.

  • Growing companiesRevenue has outgrown the bookkeeper but not yet the case for a full-time CFO.
  • Owners planning an exitBuild the reporting history buyers and lenders expect.
  • Companies with lenders or investorsCovenant tracking and reporting done right every month.

What is included

Scope

Budget and rolling forecast

Driver-based, updated monthly, tied to cash.

13-week cash flow

See shortfalls weeks before they happen.

KPI dashboard

Margins, cash conversion, unit economics and trends.

Board and lender reporting

Monthly or quarterly packs and covenant compliance.

Pricing and margin analysis

Where the business makes and loses money.

Financing support

Bank relationships, SBA and credit facility preparation.

Deliverables

What you receive

Timeline: Ongoing, monthly engagement.

  • Monthly CFO packFinancials, KPIs, forecast and commentary.
  • Cash forecastRolling 13-week view.
  • Standing meetingMonthly or biweekly with leadership.

Questions

Frequently asked

What does a fractional CFO actually do?

Owns the forward-looking side of finance: forecasting, cash planning, KPIs, pricing, financing and reporting to lenders and boards. The bookkeeping records the past; the CFO plans the future.

How many hours does it take?

It varies with complexity. Most clients start with a defined monthly cadence and scale up around fundraising, financing or a sale.

Can you work with our current bookkeeper?

Yes. We can sit on top of your existing team or take over bookkeeping and close so the numbers arrive on time and in shape.

Related services

Accounting and Bookkeeping

Books, monthly close and reporting that management, lenders and buyers can rely on, on the platforms you already use.

Business and Individual Tax

Individual and business returns, planning, notices and representation across entity types and all 50 states.

The CFO Package

A monthly management package: financials, KPIs, cash forecast and commentary, prepared by our team and powered by Anodo.

Next step

Talk with an advisor about CFO Advisory.

Thirty minutes, no obligation. You will leave with a clear view of scope, timing and fee.

A CPA on our team replies within one business day. We never share your details.

Thank you. We have your request.

A confirmation is on its way to your inbox, and a member of our team will be in touch within one business day. If timing is tight, book a call directly.