Advisory Services That Create Financial Certainty
Productized engagements for CEOs and founders who need predictable cash flow, faster decisions, and investor-ready reporting—without adding headcount.
Fractional CFO Advisory
Board-level finance leadership without full-time overhead. Strategy, cash governance, capital planning, and investor-ready reporting.
- Predictable cash flow & owner draw policy
- Board-ready monthly reporting cadence
- Capital allocation & scenario controls
- KPI operating rhythm across teams
FP&A System Buildout
Driver-based forecasting, rolling models, and variance discipline. Build the operating system for decisions.
- Rolling 13-week + 12–18 month forecasts
- Variance guardrails with root-cause loop
- Power BI dashboards for execs & ops
- Close/reporting cycle-time reduction
Income Replacement Planning
Design reliable, distributable owner income using liquidity buffers, working capital discipline, and risk-aware scenarios.
- Safe monthly draw with buffer math
- Liquidity runway & covenant checks
- Stress testing (base/bear/bull cases)
- Draw triggers & stop-loss rules
Turnaround & Restructuring
90-day cash triage, opex playbooks, lender-ready reporting, and stakeholder alignment to stabilize and reset.
- 13-week cash model + daily burn tracker
- Expense stack ranking & cut sequence
- Creditor / lender reporting pack
- 30/60/90 plan with milestones
Finance Automation
Automate the monthly grind: data hygiene, reporting pipelines, anomaly detection, and workflow orchestration.
- Data model & source-of-truth cleanup
- Automated reporting packs & alerts
- Anomaly detection & controls
- Hours back to focus on strategy
Executive Workshops
Hands-on sessions for founders, finance, and ops on forecasting, cash governance, and AI in FP&A.
- Custom curriculum & playbooks
- Team skills upgrade in 1–2 days
- Templates your team reuses
- Immediate operating cadence
Fractional CFO Advisory
Board-level financial leadership to install cash governance, capital strategy, and a reporting cadence that drives decisions—not noise.
Cash & Capital Strategy
Owner draw policy, liquidity runway, debt/covenant posture, and capital allocation.
Board-Ready Reporting
Monthly pack with KPIs, trends, and narrative—built for CEOs, investors, and lenders.
FP&A System Buildout
Build the forecasting and reporting OS: rolling models, variance discipline, and BI that shortens the distance from signal to decision.
- Driver-based model (revenue, cost, capex) with scenarios
- 13-week cash + 12–18 month P&L/CF/B/S rollup
- Power BI dashboards and automated reporting packs
- Variance guardrails with root-cause loop & actioning
Income Replacement Planning
Replace uncertainty with a rules-based draw system backed by buffers, scenarios, and early-warning signals—so your income is dependable.
- Safe draw formula with cash buffer & stop-loss triggers
- Base/bear/bull cases with quarterly re-set cadence
- Working-capital discipline & liquidity runway
- BI-driven monitoring with alert thresholds
Turnaround & Restructuring
Triage cash, align stakeholders, and rebuild confidence with lender- and board-ready reporting.
- 13-week cash + daily burn and receipts tracking
- Expense stack rank with cut/playbook sequencing
- Creditor/lender communication pack & cadence
- 30/60/90 turnaround plan with milestones
Finance Automation
Cut cycle time and errors. Build pipelines and workflows that publish truth on schedule.
- Source-of-truth data model & hygiene plan
- Automated reporting packs and alerts
- Anomaly detection & exception handling
- Workflow orchestration for close & FP&A
Executive Workshops
Upgrade your team’s operating system in 1–2 days. Forecasting, cash governance, and AI in FP&A—with templates your team reuses.
- Keynotes and leadership sessions
- Hands-on FP&A/BI build labs
- AI for Finance playbooks
- Custom curriculum by function
How We Work Together
A pragmatic, sprint-based methodology that installs clarity fast—and keeps it running.
Discovery & Assessment
Deep-dive on your model, data, cadence, and bottlenecks. Map constraints and opportunities.
Design & Roadmap
Prioritize outcomes. Define artifacts, guardrails, and milestones with clear timeboxes.
Implementation
Ship fast in weekly sprints. Install models, dashboards, governance, and rituals.
Operating Rhythm
Monthly/quarterly reviews, continuous improvement, and on-call decision support.
Ready to Install Financial Certainty?
Let’s design your cash governance, forecasting system, and reporting cadence—so income is predictable and decisions are faster.
Schedule a Consultation