Advisory & CFO

A finance partner in your corner — cash flow, forecasts and decisions, on call.

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Who it’s for

  • You are growing and the decisions are getting bigger.
  • You need forecasting, budgeting and cash-flow visibility.
  • You want a sounding board for the numbers behind big calls.

What’s included

  • Cash-flow forecasting and scenario planning
  • Budgeting and KPI dashboards
  • Quarterly strategy reviews
  • Funding and growth advisory

Pricing

Fixed monthly retainer

How it works

Working with us is simple.

1. Book a consultation

Tell us what you need.

2. Get a clear plan

Scope, timeline and fixed fee, agreed up front.

3. We handle it

You stay informed; we do the work.

Having a CFO-level brain on call changed how confidently we make decisions.
[Client Name] · CEO, [Client Business]

FAQ

Advisory & CFO — questions, answered.

Is this only for big companies?

No. Most clients are owner-managed businesses that need senior insight without a full-time hire.

How involved are you?

As much as you need — from a monthly review to weekly working sessions during a key project.

Can you help us raise funding?

Yes. We prepare forecasts and figures lenders and investors expect, and join the conversations.

Related

Book a consultation about Advisory & CFO.

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