CFO Advisory Services
Strategic financial guidance — without the full-time hire. Get a senior financial mind in your corner to model growth, forecast cash, and cut costs.
Interactive Simulator
CFO Scenario Planner
Simulate Decisions
Simulated Margin
+15%
Opex Saved
$0/mo
Cash Runway Comparison
Strategic Guidance for Growing Businesses
When your business hits a growth inflection point, you need more than just accurate historical records. You need to know what lies ahead. Our CFO Advisory service acts as your virtual partner to decode the numbers and chart your growth pathway.
Whether you are planning to hire, expanding your product line, renegotiating vendor agreements, or managing tight cash reserves, we build the models and give you the advice to take action with absolute confidence.
What's Included
Cash Flow Forecasting
Know exactly when cash comes in and goes out with 12-month rolling forecasts.
Scenario Modeling
Simulate the impact of hires, inventory purchases, or price changes before you make them.
KPI Dashboard Setup
Track the metrics that actually drive your business in a clear visual format.
Vendor & Expense Review
Regular audits of recurring software, subscriptions, and vendor costs to save money.
CFO Advisory Highlights:
- Monthly 60-min strategy call
- 12-month rolling cash forecast
- Scenario modeling (hiring/pricing)
- Software & vendor cost audits
- Visual KPI dashboard setup
- Ideal for $300K–$2M revenue
How It Works
Metric Kickoff
We meet to align on your growth goals, key bottlenecks, and current cash constraints.
Model Setup
We construct your cash flow model, link your Xero data, and build your visual KPI dashboard.
Monthly Advisory
We meet monthly to review forecasts, update models for new decisions, and optimize costs.
Frequently Asked Questions
Schedule CFO Consultation
Book a free discovery session to review your cash flow modeling needs.