CFO Advisory Service
CFO Advisory helps you turn financial information into strategic direction and practical action. This service is ideal for businesses that need thoughtful guidance without full-service operational support. CFO Advisory focuses on cash-flow forecasting, monthly performance insights, KPI dashboards, and target-setting that help you plan intentionally and strengthen profitability.
What does a CFO Advisor do?
The job of a CFO Advisor is to guide your business toward a growing, more profitable, and successful path.
What does a
CFO Advisory Service deliver?
As your CFO Advisor, each month, we:
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track your profit and cash flow each month,
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analyze what is working in your business and what is not,
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create a scorecard that will help you understand the performance of your entire business, and
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formulate an action plan together to provide you with a short list of the most important next steps you need to take prior to our next meeting.
Does your business need a CFO Advisor?
​Does your business need cash to grow, but you are unsure how to get more cash?
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​Are you an expert in your field, but not necessarily an expert in business and financials?
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Are you having trouble understanding the financial health of your business?
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If any of these common challenges sound like ones you have in your business, this is the right service for you.
Schedule a Right-Fit call
We may not be a right fit for you. You also may not be a right fit for us. The only way to tell is to schedule a 20-minute 'right-fit call'. On this call, we will learn more about your business and determine if it is a right fit for both of us. If it is, we will tell you more about our service, the fee and you can decide if it makes sense to continue.
