CFO Advisory

Senior financial leadership, without the senior hire.

A director who comes to the lender meeting, sits in on ownership conversations, and builds next year's plan with you. We meet once a month with the numbers already reviewed. You can hire us for this on its own and keep your current bookkeeper or CPA.

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Showing for

The rhythm

One standing meeting a month, and the questions it answers.

We meet at the same time every month, with the numbers already reviewed. The hour is spent on what they mean. These are the questions that usually fill it.

Are we on plan, and if not, why?
Where is margin leaking, by customer, product, or job?
How much cash will we have in ninety days?
Can we afford the hire, the equipment, or the new location?
Are we meeting the terms of our loan, and will we keep meeting them?
Is our pricing keeping up with our costs?

What you leave with

Clearer calls, not more paper.

A short list of decisions
The two or three calls in front of you this month, with the numbers behind each.
An updated forecast
Cash and profit rolled forward with what actually happened, so the plan stays a plan rather than a file.
A package that holds up
Reporting a lender, investor, or partner can read without a translator, when you need it.

Between meetings

The work behind the conversation.

Between standing meetings we build and maintain the pieces the conversation depends on.

Budgeting and forecasting
Pricing strategy and margin analysis
Cash flow and debt service planning
Growth and capital planning
Lender and investor readiness, including tracking the targets your loan agreement sets (covenants)
Board and ownership meeting support

Who it fits

Usually one of these.

None of them require moving your books to us. If your numbers are not reliable yet, the first step is a clean baseline, with us or with whoever you use today.

Owners who have outgrown a once-a-year conversation with their CPA
Companies not ready for a full-time CFO salary
Leadership teams preparing for a lender, investor, or partner
Businesses growing faster than their planning

Tell us what decision is in front of you.

We will tell you what we would want to see before weighing in.