Financial Control CFO Advisory™

At a certain stage of growth, the business needs more than a bookkeeper and an accountant who sees you once or twice a year. It needs someone who understands the numbers deeply, thinks strategically, and is genuinely invested in where the business is going.

But a full-time CFO, someone with the experience to do this properly, costs $250,000 to $350,000 a year. For most $5M–$8M businesses, that's not the right investment yet.

The Financial Control CFO Advisory™ gives you exactly that strategic financial leadership, at a fraction of the cost, with none of the overhead.

Who this is for

Mature businesses, typically $5M–$8M and above, that are ready for serious financial leadership. Owners who are making significant decisions regularly and need a trusted financial partner to think alongside them. Businesses where cash flow, forecasting, and margin management are critical to the next stage of growth.

This is not basic bookkeeping. This is ongoing strategic finance.

"Having someone in my corner who knows the numbers as well as I know my business, that's changed everything about how I make decisions."

What's included every month

What changes when you have this

You stop being the only person in the business who truly understands the financial picture and carrying that alone. You have a partner who sees what you see, spots what you miss, and helps you lead with clarity rather than instinct.

Decisions get faster. Mistakes get caught earlier. Growth gets intentional rather than reactive. And you get to lead your business instead of being led by your numbers.

What makes this different

This isn't a monthly report with a brief call attached. It's a genuine ongoing advisory relationship, the kind that builds over time, gets deeper as we learn your business, and delivers compounding value the longer we work together.

You're not getting a template. You're getting a strategic finance partner who shows up for your business the way a full-time CFO would without the full-time cost.

Investment: from $2,500/month (12-month conract)

The ROI of getting this right

At the $5M–$8M level, a 1% improvement in gross margin is worth $50,000–$80,000 a year. Better cash flow management reduces financing costs and creates options. Smarter strategic decisions avoid the expensive mistakes that slow growth.

The question isn't whether you can afford strategic financial leadership. It's whether you can afford to keep making major decisions without it.

Or download the free guide: 5 Blindspots Holding Back $3M-$8M Businesses ebook here.