CFO Advisory Service
Executive Financial Leadership Without the Full-Time Hire
Our CFO Advisory Service brings seasoned strategic insight to your business—helping you plan with confidence, improve performance, and make smarter decisions that drive growth. Get expert financial guidance tailored to your goals, without the overhead of a permanent CFO.
Seasoned Financial Leadership
Our CFO Advisory Service gives you seasoned financial leadership without the cost of a full-time executive. We partner with business owners to strengthen strategy, improve decision-making, and elevate financial performance at every stage of growth. From cash flow forecasting and budgeting to performance analysis, risk management, and long-term planning, we help you turn data into direction. With insights tailored to your goals, you’ll gain the clarity, confidence, and strategic guidance needed to grow smarter and more sustainably.
How It Works
Our Process
Our process is designed to integrate seamlessly into your business operations, ensuring that you receive tailored financial guidance to meet your unique business needs. Here’s how we work together to enhance your financial health and strategic direction:
Kick-Off Meeting
Understanding Your Goals: Our journey begins with a kick-off meeting where we establish your personal and professional goals for the coming year and the next five years. This helps us understand your vision and set the stage for our collaboration.
Set Targets
Defining Success: We work with you to set specific targets that, when achieved, will indicate that your goals have been reached. These targets provide clear milestones for measuring progress.
Analyze Financials
Insightful Assessments: Every month, we analyze your financial reports to create a forecast of where your business is headed based on your actual monthly data. This thorough analysis helps us understand the financial pulse of your business.
Scoreboard
Tracking Progress: We generate a simple scoreboard that shows how your business is trending towards your overall goals. This visual representation keeps you informed and focused on your objectives.
Define Objectives
Strategic Planning: Together, we brainstorm to define objectives that will have the quickest effect on the continued success of your business. These objectives form the basis of our strategic planning.
Plan of Action
Roadmap for Success: Finally, we devise a clear plan of action detailing the steps you need to take in the coming month to help your business meet its objectives. Our plan ensures you have a clear path to achieving your financial goals.
Book Your Free 30-Minute Right Fit Consultation
Discover how Financial Edge Consulting can support your goals. Schedule a no-obligation call to discuss your needs, explore solutions, and see if we’re the right fit for your business.
Pricing
Fixed Monthly Cost Tailored to Your Needs
Our pricing model combines clarity with flexibility to support your business’s specific financial needs. Here’s what makes our approach uniquely beneficial:
Fixed Monthly Cost
We offer a consistent monthly fee so you can budget with certainty and clarity. No surprises, just straightforward pricing.
No Long-Term Commitments
Flexibility is key to our partnership philosophy. You are not locked into long-term contracts, giving you the freedom to adjust or pause our services based on your business’s performance and needs.
Scalable Services
As your business grows or your needs change, our services can scale up or down accordingly. You maintain control over the level of our involvement, ensuring optimal alignment with your financial strategies.
Tailored Engagement Levels
The cost is based on the level of engagement required for your business. After we do an assessment, we’ll determine which level of service is ideal for addressing your needs and goals. This ensures you’re not paying for more than you need.
Where Strategy Meets Compliance
We connect your accounting and tax data to CFO-level strategy so you can make smarter, faster decisions.
- Forecasting with real-time numbers
- Job costing and margin tracking
- Break-even and overhead analysis
- Tax planning embedded into your financial model
Who We Serve
- Trades & Construction (Electrical, Roofing, Plumbing)
- Health & Wellness Practices
- Legal & Professional Services
- Home Services & Maintenance
Ready to Get Started?
Let’s simplify your accounting, reduce your tax bill, and give you financial clarity—all under one roof.