Business consulting team meeting with a strategic financial advisor to discuss growth and financial strategy

Business Consulting & Fractional CFO Services

You have a vision. We have the roadmap. We bridge the gap between your raw accounting data and your day-to-day business decisions to drive sustainable growth.

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Business owners meeting with a financial advisor to review performance and growth strategy

Growing a business requires more than just recording history; it requires predicting the future. We act as your Strategic Advisor, providing the high-level insights of a Chief Financial Officer at a fraction of the cost of a full-time hire. With over 20 years of experience advising New York entrepreneurs, we help you interpret your numbers to make smarter operational moves.

Strategic Financial Advice for Growth

Advisory & Strategy Services

Fractional CFO presenting financial forecasts and strategic insights to business owners

  • A goal without a plan is just a wish. We help you define your long-term vision—whether that’s market expansion, acquisition, or preparing for a future exit. We work with you to build a concrete, step-by-step financial roadmap to turn that vision into reality.

  • Get executive-level financial guidance without the executive-level salary. We attend your management meetings, review performance, and provide the strategic oversight needed to scale your business, manage debt, and improve margins.

  • Cash is the lifeblood of your business. We build dynamic cash flow models to predict your future cash position, helping you navigate seasonal dips, plan for major inventory purchases, and expand without stress.

  • Are you spending effectively? We create realistic operating budgets and compare your performance against industry benchmarks. We identify exactly where you are losing money and where you should double down to increase your bottom line.