Strategic CFO Advisory
Big-Picture Financial Strategy
When you're preparing for funding, scaling operations, or expanding into new markets, you need more than just reporting—you need strategic guidance. We help you build investor-ready financial models and support your pitch with clarity and confidence.
Highlights:
Investor pitch & due diligence support
3–5 year financial forecasting
Scenario planning & growth modeling
Board-ready reporting & insights
Drive Decisions with Confidence
We serve as your financial thought partner—helping you evaluate decisions, test assumptions, and align your financial structure with your strategic goals.
Go Deeper With Strategic Advisory Packages
For growing companies preparing for funding or rapid expansion, these packages include full advisory support, custom modeling, and investor readiness tools.
Growth Partner
$
5,000
Monthly
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Everything in CFO Essentials
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Custom KPI dashboards
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Scenario planning & rolling forecasts
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Departmental budgeting
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Bookkeeping oversight
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2 monthly strategy sessions
Investor Ready
$
6,000+
Monthly
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Everything in Growth Partner
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3–5 year financial model buildout
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Pitch deck & investor prep
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Data room setup
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Board & stakeholder reporting
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Weekly CFO check-ins (as needed)