CFO Advisory & Strategic Finance

Strategic Insight That Moves You Forward

Your organization has reached a point where financial decisions carry real weight. You're making choices about investments, growth trajectories, and resource allocation that will shape your future. Having someone with deep financial experience at the table during these conversations can shift outcomes significantly.

This service brings that experienced perspective into your organization on terms that work for you. Whether you need a few hours each month for strategic input or a more embedded presence during a growth phase, we adapt to match your rhythm and requirements.

You'll have access to executive-level financial thinking without restructuring your organization around a full-time role. The guidance you receive will be practical, grounded in real-world experience, and focused on helping you make decisions with greater confidence and clarity.

The Challenge Many Organizations Face

You've likely found yourself in discussions where financial implications aren't immediately clear. Questions arise about whether to pursue an opportunity, how to structure a deal, or what the financial model should look like for a new initiative. The stakes feel higher than they used to, and the confidence level around these decisions might not match the importance they carry.

Perhaps your current team is capable but stretched thin, handling daily operations while also trying to contribute to strategic thinking. Or maybe you're leaning heavily on external accountants who understand compliance but weren't hired to think strategically about your business.

There's often a gap between where your organization is today and where it could be with more sophisticated financial leadership. That gap shows up as missed opportunities, delayed decisions, or a general sense that you're not leveraging financial data as effectively as you might.

How This Approach Works

We step into the role of a trusted financial advisor who understands both the numbers and the broader business context. Our involvement is shaped by what you actually need rather than a predetermined package of services.

In practice, this might look like participating in monthly leadership meetings to provide perspective on financial implications of various strategies. We might build models that help you understand different scenarios, or work through the financial structure of a significant opportunity you're considering.

What makes this effective is the combination of deep financial expertise with flexibility. We bring decades of experience working with organizations at various stages, from startups finding their footing to established companies navigating complexity. That perspective informs the guidance we provide, helping you avoid common pitfalls and recognize opportunities others might miss.

The relationship develops over time as we learn your business, understand your goals, and become familiar with your constraints. This isn't about providing generic advice from a distance. It's about becoming a trusted part of your team who happens to work on a flexible basis.

What Working Together Looks Like

We begin with a working conversation about your situation. Where is your organization today, where are you heading, and what kinds of financial questions keep coming up? This helps us understand whether this service is a good fit and, if so, how we might structure our engagement.

Once we start working together, you'll find the relationship feels natural rather than formal. We participate in relevant meetings, stay connected to important developments, and remain available for the questions that arise between scheduled touchpoints. The goal is to become a reliable resource you can turn to when financial perspective would be helpful.

Over time, you'll notice that financial considerations become more integrated into your strategic thinking. Decisions that once felt uncertain start to feel clearer. Opportunities get evaluated with a more sophisticated lens. Your confidence in the financial dimensions of your strategy increases.

Throughout the engagement, we adapt as your needs change. Perhaps you're preparing for a major initiative and need more intensive support for a period. Maybe you're entering a steadier phase where lighter-touch advisory makes sense. The flexibility is intentional and valuable.

Typical Engagement Elements

Regular participation in strategic planning discussions
Financial modeling for major decisions and scenario planning
Review and guidance on significant financial decisions
Support for fundraising or financing activities
Financial process review and improvement recommendations
Ongoing availability for questions and ad-hoc guidance

Understanding the Investment

This service operates on a monthly retainer basis, providing predictable costs and flexible access to strategic financial guidance. The monthly investment is $6,500, which positions you to receive executive-level financial leadership at a fraction of what a full-time CFO would require.

For that monthly commitment, you gain a trusted advisor who understands your business, participates in important conversations, and provides the financial perspective that helps you make better decisions. The value shows up not just in what you avoid but in what you're able to pursue with greater confidence.

Monthly Investment

$6,500

Flexible engagement tailored to your needs

What This Includes

Dedicated time each month for strategic discussions and planning

Participation in leadership meetings and financial reviews

Financial modeling and scenario analysis as needed

Ongoing availability for questions and guidance between meetings

Support during critical decision points and opportunities

Flexible adjustment of involvement level as your needs evolve

How Progress Unfolds

The impact of this engagement shows up in multiple ways over time. Some changes are immediate and tangible, while others develop more gradually as the relationship deepens and your organization evolves.

Early in the engagement, you'll likely notice that conversations about financial matters become more productive. Questions get answered with greater precision. Options are evaluated with clearer frameworks. The ambiguity that once surrounded certain decisions starts to lift.

Over the following months, you might observe that your team's financial literacy improves through exposure to more sophisticated thinking. Processes become more robust as we identify and address weak points. Your confidence in financial decisions grows as you develop a track record of well-considered choices.

The timeline for seeing meaningful impact varies based on where you're starting and what you're trying to accomplish. Organizations navigating specific challenges often see value within weeks. Those focused on building long-term capabilities might measure progress over quarters. We work with you to establish appropriate milestones that reflect your actual goals.

Our Commitment to You

We understand that bringing in external financial leadership represents both an investment and a trust decision. You're giving us access to sensitive information and inviting us into important conversations. That responsibility isn't something we take lightly.

Our commitment is straightforward. We'll bring our full attention and expertise to understanding your situation and providing guidance that serves your actual interests. If at any point you feel the engagement isn't delivering value, we can discuss adjusting the arrangement or concluding it entirely. We're confident in what we bring to the table, but we also recognize that fit matters and circumstances change.

Before we formalize any engagement, we always start with an exploratory conversation at no cost to you. This gives both of us a chance to assess whether working together makes sense. There's no obligation, no pressure, just an opportunity to explore possibilities.

Moving Forward

If you're considering this service, the next step is simply a conversation. We'll discuss your current situation, the kinds of financial questions you're facing, and what strategic guidance might look like for your organization.

This initial discussion typically takes about an hour and happens at your convenience. There's no cost and no expectation beyond exploring whether this might be a good fit. We'll ask questions to understand your needs, share how we typically work with organizations in similar situations, and discuss what an engagement might involve.

Following that conversation, you'll have everything you need to make an informed decision. If it makes sense to move forward, we'll work out the details and establish a start date. If not, you'll have gained some perspective on your financial needs and perhaps some ideas to consider on your own.

Schedule Your Conversation