CFO Advisory Services

Corporations recognize that a growing and successful business requires the expertise of a Chief Financial Officer (CFO). For many SME (Small & Medium Enterprise) business owners, having a CFO on staff might seem financially unattainable. But what if you could access the strategic and financial acuity of a CFO Advisor without the burden of a full-time salary?


A CFO Business Advisor brings a comprehensive understanding of your business, offering strategic and financial insights that guide you towards sustainable growth and success.

CFO Advisory Services

Enhance your business growth with our cost-effective strategic and financial solutions.

You are not alone...

Small to medium-sized business owners often feel isolated, struggling to find affordable assistance for growing their businesses. They may attempt to go it alone, rely on trial and error, or seek advice from friends and family.

Let's be honest— these approaches rarely work. Going it alone can result in costly mistakes and burnout, while friends and family may lack the necessary expertise and may hesitate to provide honest feedback to avoid causing tension.

Providing crucial insights...

Having access to strategic financial guidance from a CFO Advisor is highly valuable, especially the service is offered fractionally on a pert-time basis. making it more affordable than a full time hire. Here are some key points to consider for your future business growth.

Benefits of CFO Advisory Services:

Strategic Financial Planning: This brings expert knowledge to financial planning, ensuring the company's financial strategy aligns with it's business goals.

Budgeting and Forecasting: Your CFO Advisor can work with you to create and manage budgets, as well as provide financial forecasts, helping the business to plan for the future effectively.

Cost Analysis: With expert guidance, we can identify cost saving opportunities and can optimize your expenditures.

Business Strategy Development: CFO Advisors contribute to the development of business strategies by providing insights based on financial data and trends.

Scalability: This provides scalable services that grows with your business, offering more extensive support as you business grows.

Expertise On-Demand: You can access high-level expertise as and when required, without the long term financial commitment.

Benefits of CFO Advisory Services:

  • Strategic Financial Planning

    Leverage expert knowledge to ensure your financial strategy aligns seamlessly with your business goals.

  • Budgeting and Forecasting:

    Collaborate with your CFO Advisor to create and manage budgets, and develop accurate financial forecasts for effective future planning.

  • Cost Analysis:

    Benefit from expert guidance to identify cost-saving opportunities and optimize your expenditures, enhancing your financial efficiency.

  • Business Strategy Development:

    Enhance your business strategies with insights derived from comprehensive financial data and market trends provided by your CFO Advisor.

  • Scalability:

    Access scalable services that grow with your business, providing more extensive support as your business expands.

  • Expertise On-Demand:

    Obtain high-level expertise as needed,
    without the long-term financial commitment.

The Process...

Flying by the seat of your pants will not grow your business. Pilots use a flight plan to get from point A to point B. Growing a business needs a plan as well.

We have a proven business growth flight plan for all businesses. And just like a pilot flying from point A to B during each meeting we will work with you making corrections to achieve the objective you are looking to achieve.

We start off by looking at your past 12 months performance, Then we work with you to define and set your growth objectives for the next 12 months and then forecast out for the next 5 years.

Like flying an aircraft you have to make adjustments along the way. We accomplish this by having regularly scheduled meetings. To review what we have implemented and executed. Then we set new short term objectives and actions to achieve the objectives.

Through the process we are constantly looking at our KPI's (Key Performance Indicators) and adjusting our KPA's (Key Performance Actions.

The Results...


  1. Gain a clear understanding of your business's financial health in straightforward terms.

  2. Learn actionable steps to ensure your business grows and succeeds.


  3. Increase your cash flow, allowing both your business and personal wealth to flourish.

  4. Develop a business that operates independently of your constant oversight.

  5. Experience reduced stress, avoiding feelings of being overwhelmed or fearful.

Invest in Your Future

Your CFO Advisors

Jon Anderson MA Leadership

Certified Business & Leadership Coach​

Peter Lepinski BAdmin CD

Certified Business & Executive Coach

Peter Lepinski BAdmin CD

Certified Business & Executive Coach

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© 2023 Advantage Bookkeeping & Business Consulting