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BOARDROOM, CSUITE, AND PROJECT TEAM
Advisory Services
A Sounding Board That Gives Back
We listen, challenge, and reflect – brining the perspective and data you need to sort your thoughts and move forward with Clarity.
Advisory is more than giving answers — it is about sharpening the questions. Think of us as the wall you want to throw ideas against — but unlike a silent wall, we give back. We probe, challenge, and refine your thinking with the benefit of deep financial expertise, broad industry experience, and data-informed perspective. We believe the best decisions are grounded in both insight and evidence. That is why we combine seasoned judgment with rigorous analysis, helping you uncover blind spots, validate strategies, and move forward with clarity and confidence.
Board Membership
We partner strategically to solve complex challenges and drive growth. With expertise in governance, risk, and planning, we strengthen decisions, improve efficiency, and uncover opportunities.
Scenario Analysis & Modeling
We provide data-driven insights to prepare for multiple outcomes, from revenue shifts to disruptions. Our models help leaders reduce risk, allocate resources wisely, and build resilience.
Debt Restructure
With banking expertise and strong lender relationships, we guide organizations through restructuring. We optimize capital structures, reduce risk, and restore stability for long-term success.
Policy Alignment
We close the gap between written policies and actual practices. Our reviews reduce compliance risks, streamline workflows, and build accountability across your organization.
Systems Review
We ensure your technology is integrated, efficient, and aligned with strategy. By optimizing systems and workflows, we improve performance, reduce errors, and support smarter decisions.
Crisis Management
In times of turmoil, we act fast to stabilize operations and protect long-term viability. From minimizing losses to rebuilding trust, we provide decisive leadership and recovery plans.
Turn-Around Strategy
We help organizations overcome challenges by stabilizing finances, realigning operations, and restoring confidence.
Our proven approach ensures resilience and renewed growth.
Our proven approach ensures resilience and renewed growth.
Systems Review
We ensure your technology is integrated, efficient, and aligned with strategy. By optimizing systems and workflows, we improve performance, reduce errors, and support smarter decisions.
Crisis Management
In times of turmoil, we act fast to stabilize operations and protect long-term viability. From minimizing losses to rebuilding trust, we provide decisive leadership and recovery plans.
Turn-Around Strategy
We help organizations overcome challenges by stabilizing finances, realigning operations, and restoring confidence.
Our proven approach ensures resilience and renewed growth.
Our proven approach ensures resilience and renewed growth.
Insight Package
Starting at
$395/month
Monthly CFO-led financial review call
Professionally designed financial report with graphs, tables, and clear commentary
Period-over-period trend analysis with key takeaways
Focus on 3–5 KPIs most relevant to your business
Cash Flow Monitoring
Perfect for:
Small businesses that want the power of a regular financial review cadence. Even the smallest companies gain clarity, discipline, and confidence when financial performance is consistently examined and discussed with an experienced advisor.
Why It Works:
We improve what we consistently measure and discuss. Regular reviews build accountability, sharpen focus, and help leadership act quickly on emerging risks and opportunities.
Momentum Package
Starting at
$950/month
Twice-monthly review sessions with your CFO
Enhanced reports with expanded KPI dashboards (8–10 metrics), graphs, and variance analysis
Rolling 12-month cash flow forecast with trend projections
Quarterly strategy check-ins with expanded commentary
Financial Performance Analysis
Perfect for:
Small businesses that want the power of a regular financial review cadence. Even the smallest companies gain clarity, discipline, and confidence when financial performance is consistently examined and discussed with an experienced advisor.
Why It Works:
More frequent reviews and richer reporting sharpen focus and enable faster action. With additional insight and trend analysis, leadership can identify risks earlier, seize opportunities sooner, and make data-driven decisions with confidence.
Strategic Package
Starting at
$3000/month
Weekly CFO-led meetings or standing strategy sessions
Fully customized, board-ready reporting packages with interactive dashboards, scenario modeling, and narrative commentary
Comprehensive FP&A support (budgeting, forecasting, variance analysis)
Deep-dive project work (financing, cost optimization)
Lender and investor liaison and relationship management
Perfect for:
Established businesses ready for near-fractional CFO leadership without the full-time cost.
Why It Works:
It transforms financial data into executive-level intelligence and pairs it with hands-on leadership, driving strategy, stakeholder confidence, and measurable results.
Which support is right for you?
Explore our Advisory vs. Operational services to see how we can best partner with your business — whether you need high-level guidance or hands-on implementation.
Transform Your Financial Strategy Today
Talk to a CFO Now!
We can review your current financial condition and gain advice from our expert CFOs. This hourly charge can be booked without a monthly package. We are here when you need advice from time to time or on a regular basis.