Advisory Services

Fractional CFO. Full clarity.

Hands-on financial leadership for companies that need senior-level guidance without the full-time overhead. 1-on-1 engagements tailored to your stage and complexity.

CFO Advisory & FP&A
Board-ready financial models & forecasts
Budget ownership frameworks
KPI architecture & reporting cadence
Fundraising & investor readiness
Treasury & Cash Management
Cash flow forecasting & scenario planning
Working capital optimization
Debt structuring & covenant management
Banking relationship strategy
Revenue & Cost Optimization
Unit economics deep-dives
Margin analysis & pricing strategy
Vendor rationalization
Burn rate management & runway extension
Automation & Systems
FP&A tool selection & implementation
ERP & accounting system integration
Reporting automation & dashboards
AI-augmented finance workflows
1-on-1
Dedicated Engagement
Flexible
Monthly or Project-Based
Mid-Market
$0 – $200M Revenue
Book a Consultation