CFO advisory for growing New York businesses.
Cash flow forecasting, budgeting, pricing, and quarterly strategy — fractional CFO services from the same firm that already knows your books and your tax position. No new vendor, no learning curve.
Advice from people who
already know your numbers.
A standalone fractional CFO spends their first three months learning your business. Ours starts on day one — because the bookkeeping and tax teams sit ten feet away, and your data is already clean.
13-week cash flow forecasting
Week-by-week cash projection updated monthly. Payroll, rent, taxes, and seasonality modeled in. Crunch warnings a month before they bite.
Budgets & financial planning
An annual operating budget you’ll actually use, with monthly budget-vs-actual reviews that catch drift while it’s still small.
Profitability analysis
By client, by service line, by location. Find out which work makes money and which work just makes you busy.
KPI dashboards
The five numbers your business runs on — gross margin, labor %, runway, AR days, revenue per head — tracked monthly and trended.
Pricing & scenario modeling
“What if we raise prices 8%?” “Can we afford the second hire?” “Lease or buy?” Modeled with real numbers, answered in plain English.
Lender & investor readiness
Financial packages, projections, and the story behind them — prepared for the bank meeting or the pitch before you walk in.
A quarterly rhythm,
not a one-off report.
Advisory isn’t a PDF you read once. It’s a standing rhythm: monthly numbers, quarterly strategy, annual planning — with your CPA in the room for all of it.
Monthly
Close by day 10, KPI dashboard, video review of what moved.
Quarterly
60-minute strategy session: results, forecast, tax position, next 90 days.
Annually
Operating budget, tax plan, and goals for the year ahead.
Whenever
Big decision coming? Slack us. 24-hour response, year-round.
Run the business on numbers,
not vibes.
A free 30-minute call. Tell us the decision you’re wrestling with right now — we’ll show you how we’d model it.
Book a free discovery call