CFO Advisory
Financial clarity you can act on
For owners who want to understand their numbers without becoming an accountant. Get a clear monthly reporting pack, written insights, and planning support to make confident decisions.
Based in Middletown, Ohio. Serving clients nationwide (remote) and locally in the surrounding area.
What You Get
Deliverables and cadence
This is advisory that stays practical. You get the reports, context, and decision support needed to run the business — not just close the books.
Monthly
- Close and review of financials
- Monthly reporting pack (P&L, Balance Sheet, cash summary)
- Short written insights: what changed, what to watch
Quarterly
- Tax projection / planning check-in
- 60-minute planning call: cash, pricing, hiring readiness, goals
As needed
- Decision support (equipment purchases, contractor vs employee, pricing changes)
Who it's for
- Owners who want actionable financial insight without becoming an accountant
- Businesses ready to use reports to make decisions (not just file taxes)
Investment
$2,000–$5,000/mo
Pricing depends on complexity and support level. After a free consultation, you'll receive a clear scope and monthly retainer quote.
Schedule a Free ConsultationWant a CFO in your corner?
Let's talk through your goals and see if CFO Advisory is the right fit.
Schedule a Free Consultation