CFO Services
for businesses on the grow
Financial Leadership and Support
Fractional | Interim | Project
| FINance | STRAtegy | VIsion |
Finstravi’s financial leadership and support can equip your company with the financial clarity and foresight to increase the efficiency of your business and fuel sustainable growth. We help businesses optimize cash flow, improve profitability, and seize growth opportunities. We provide day-to-day financial leadership as well as project-based support through every stage of your M&A activity. No business is too small to benefit from expert financial guidance- let Finstravi elevate your company’s success.
CFO Services
M&A Support
OBM Support
Advisory Services
CFO Services
M&A Support
OBM Support
Advisory Services
Proactive, hands-on, financial leadership for day-to-day management
Strategic CFO Services
From budgeting and forecasting to cash flow management and compliance, our dedicated experts ensure accurate reporting, strategic decision-making, and continuous process improvement. Bringing stability, control, and best practices to every aspect of your finance function through interim, fractional, part-time, or project-based engagements.
Financial Strategy & Planning
Budgeting & Forecasting
Financial Reporting & Compliance
Cash Flow & Treasury Management
Risk Management & Controls
Capital Structure & Financing
Investor & Stakeholder Relations
Leadership & Team Management
Proactive, hands-on, financial leadership for day-to-day management
Strategic CFO Services
From budgeting and forecasting to cash flow management and compliance, our dedicated experts ensure accurate reporting, strategic decision-making, and continuous process improvement. Bringing stability, control, and best practices to every aspect of your finance function through interim, fractional, part-time, or project-based engagements.
Financial Strategy & Planning
Budgeting & Forecasting
Financial Reporting & Compliance
Cash Flow & Treasury Management
Risk Management & Controls
Capital Structure & Financing
Investor & Stakeholder Relations
Leadership & Team Management
Monthly Financial Statement Prep and Review
Finstravi will prepare your financial statements each month and review them with business leadership for as low as $395/month!
For Businesses on the Grow... Grow Faster with Finstravi
Merger & Acquisition Support
We provide support at ALL stages of an acquisition. We call it the 4 P Program. We support during the Prep, the Plan, the Pitch, and the Production. We provide the support well in advance, during, and well after any acquisition to give your company the greatest chance of a successful acquisition. We also help in the securing of financing from investors and lenders.
The
Prep
The
Plan
The
Pitch
The
Production
For Businesses on the Grow... Grow Faster with Finstravi
Merger & Acquisition Support
We provide support at ALL stages of an acquisition. We call it the 4-P Program. We provide support during the Prep, the Plan, the Pitch, and the Production. We are here for you in advance of, during, and after acquisition to give your company the greatest chance of a successful acquisition. We also help in the securing of financing from investors and lenders.
The
Prep
The
Plan
The
Pitch
The
Production
Having an External Financial Officer is Crucial for a Successful Acquisition
Acquisitions can be complex, resource-intensive, and full of potential pitfalls. Navigating the acquisition process with a project-based CFO can increase the liklihood of a successful acquisition…
unleash the power of FORWARD-LOOKING
Open-Book Management
Financial and Operational scoreboards (KPIs) allow you and your team the ability to always know if you are winning or losing. Building on the power of open-book management, our team can help implement a forward-looking strategy that aligns the entire company toward higher revenue, higher profits, and higher engagement.
KPI Management
Internal Financial Reporting
Trend Analysis
High-Involvement Planning
We advocate businesses to practice the Great Game of Business and support those that do with boots-on-the-ground assistance to make internal financial reporting easier and more effective. We support your financial team to effective implement and run “the game”.
unleash the power of FORWARD-LOOKING
Open-Book Management
Financial and Operational scoreboards (KPIs) allow you and your team the ability to always know if you are winning or losing. Building on the power of open-book management, our team can help implement a forward-looking strategy that aligns the entire company toward higher revenue, higher profits, and higher engagement.
KPI Management
Internal Financial Reporting
Trend Analysis
High-Involvement Planning
Great Game of Business
We advocate businesses to practice the Great Game of Business and support those that do with boots-on-the-ground assistance to make internal financial reporting easier and more effective. We support your financial team to effective implement and run “the game”.
Annual Planning Facilitators
Let us lead your annual planning retreat. Our independent facilitators cover the four focuses of your business: operational, market, finance, and people/culture. We can also plan your entire retreat with venue selection and activities.
board room, c suite, project team
Advisory Services
Take advantage of our depth of experience and strategic perspective to add power to your boardroom and executive decision-making. This high-level guidance helps drive long-term success, build investor confidence, and ensure every move is backed by financial insight– empowering your C-Suite or project team to more effectively navigate challenges and seize opportunities with confidence and precision.
Board Membership
Debt Restructure
Policy Alignment
Strategic Planning Facilitation
Scenario Analysis & Modeling
Systems Review
Crisis Management
Risk Analysis
Turn Around Strategy
board room, c suite, project team
Advisory Services
Take advantage of our depth of experience and strategic perspective to add power to your boardroom and executive decision-making. This high-level guidance helps drive long-term success, build investor confidence, and ensure every move is backed by financial insight– empowering your C-Suite or project team to more effectively navigate challenges and seize opportunities with confidence and precision.
Board Membership
Debt Restructure
Policy Alignment
Strategic Planning Facilitation
Scenario Analysis & Modeling
Systems Review
Crisis Management
Risk Analysis
Turn Around Strategy
The CFO Hotline
Urgent need for expert financial guidance? Whether you’re expanding to a new state, sourcing critical resources, or facing a time-sensitive decision, our CFO Hotline is here to provide immediate, actionable advice to keep your business moving forward!
Key Customers
High-Growth Startups
For startups looking to scale quickly, a fractional CFO provides a strategic, cost-effective solution that supports both growth and financial discipline.
Established Small-Mid Businesses
Gain significant advantages from a fractional or interim CFO, especially when your financial needs have outgrown basic accounting but don’t yet justify a full-time CFO.
Non-Profits & Mission-Guided Orgs
Fractional CFOs provide critical financial oversight, strategic planning, and regulatory compliance at an affordable cost, allowing the non-profit to focus on their mission and expand their impact without the financial strain of a full-time CFO.
Schedule Your Free Consultation
Unlock your business’s potential with our expert financial guidance. Schedule a free consultation today to discuss how we can support your financial goals.