CFO-level guidance for decisions that need numbers: financing, valuation, structure, retirement.
Advisory is what we do with clean numbers: budgets and forecasts, the package a lender or investor wants, a valuation you can defend, the structure that fits the next stage, and a monthly conversation that turns the statements into decisions.
Everything in Advisory.
How it works
Two weeks with your books, bank data and goals; you receive a written plan.
Monthly close, KPI dashboard, forecast update, review call.
Hiring, pricing, financing and expansion decisions run through the model first.
Tax projection, cash position and the plan for the next quarter.
Questions we hear most
Is this instead of bookkeeping?
No — it sits on top of it. Clean monthly books are the input; advisory is what we do with them.
Do you replace my banker or lawyer?
No. We prepare the numbers and coordinate with both.
How is advisory priced?
A fixed monthly fee for ongoing CFO work, or a fixed project fee for a valuation, health check or due diligence — quoted in writing after a free consultation.
Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.