Advisory & Specialty
Advisory, Controller & CFO Services
Not every client needs a CFO, and not every client needs just a bookkeeper. This is structured as a ladder so you can place each client at the depth they actually need.
Scope
What's included
- 01Month-end close checklists and reporting packages
- 02KPI dashboards tailored to the client's industry
- 03Cash-flow forecasting and budget-to-actual analysis
- 04Board-ready and investor-ready financial packages
Pick the depth your client needs
1
Month-End Close & Accounting
- Full-cycle reconciliations and GL maintenance
- Standard monthly reporting package
- Close checklist ownership
2
Controller-Level Oversight
- Review and sign-off on the close process
- Cash-flow forecasting and budget-to-actual analysis
- Custom KPI dashboards
3
Fractional CFO
- Strategic financial planning and scenario modeling
- Board- and investor-ready reporting packages
- Coordination with outside advisors on financing or transactions
Management report
Revenue, trailing six months
Gross margin
41.8%
Net income
+12.4%
Cash runway
7.5 mo
Platforms we use
QuickBooks OnlineXeroGoogle SheetsExcel
How reporting moves
From closed books to decisions.
- 1
Closed books
A clean, reconciled month-end
- 2
Analysis
KPIs, variances, and cash-flow forecast
- 3
Partner review
Numbers checked and explained
- 4
Client-ready pack
Board- and investor-ready reporting
Partners reply within one business day
Need help with Advisory, Controller & CFO Services?
Tell us about the workload and we'll scope it within one business day.