Management and board reporting
Connect financial results, operating drivers, risks, and decisions in concise reporting built for leadership conversations.
Accounting & CFO Advisory
CFO Office & Controllership Advisory
Connect financial oversight, operating performance, and strategic decisions through a stronger CFO office.
Financial oversight
Management visibility
Decision leadership
When to call us
When reporting needs to become leadership
The CFO office creates value when it turns financial facts into priorities, accountability, and better decisions across the organization.
01
Leadership needs a clearer financial narrative and stronger decision support
02
Management, board, lender, or investor reporting needs a more disciplined cadence
03
The controller or finance team needs senior oversight and prioritization
04
A major decision, transaction, capital plan, or operating change requires financial leadership
Capabilities & deliverables
A CFO operating rhythm built around decisions
Planning, forecasting and scenarios
Build integrated budgets, rolling forecasts, cash views, driver-based models, and scenarios that support action.
Controllership oversight
Strengthen close governance, financial statement review, team accountability, policies, controls, and escalation.
Strategic transactions and decisions
Support pricing, investment, financing, acquisition, expansion, restructuring, and capital allocation decisions.
A practical output
An operating review that leads to action
Management sees performance, liquidity, forward outlook, and the decisions requiring attention in one connected review.
- Results connected to operating drivers
- Forecast changes explained, not just displayed
- Decisions assigned to owners with next actions
Executive operating review
July performance & outlook
Updated
$4.8M
Revenue
+12%
$620K
EBITDA
+4%
$2.1M
Cash
Stable
18 mo.
Runway
+2 mo.
Decisions requiring attention
Pricing adjustmentApproveCEO
Hiring paceReviewLeadership
Acquisition scenarioModelCFO
Engagement approach
Create visibility. Lead the cadence. Build capability.
01
Align
Define leadership priorities, decision rights, reporting expectations, and the finance operating cadence.
02
Build visibility
Create the management view of performance, cash, drivers, risks, and strategic scenarios.
03
Lead the rhythm
Run reviews, challenge assumptions, resolve issues, and connect financial insight to accountability.
04
Advance capability
Strengthen the team, processes, controls, systems, and leadership practices under the CFO office.
Client result
Financial leadership for a company growing 30% annually
Healthcare services company, $15M revenue
CFOCrew built monthly board packages and a three-statement model, modeled acquisition scenarios, delivered tax planning that saved $180K annually, and mentored the controller.
The company completed a competitor acquisition and positioned for a $45M+ exit, compared with $32M without the acquisition.
Frequently asked questions
How CFO office advisory works
What is included in CFO office advisory?
Scope can include management and board reporting, forecasting, planning, cash oversight, KPI design, capital allocation, transaction analysis, controllership review, and leadership of priority finance initiatives.
How do you work with an existing controller or finance team?
We define a clear operating cadence and decision structure. Internal teams retain ownership of recurring work while CFOCrew provides senior review, challenge, coaching, and leadership across higher-judgment priorities.
Can this be structured as fractional CFO support?
Yes. Fractional CFO support is one engagement model. The scope is built around the leadership outcomes, operating cadence, and decisions the organization needs rather than a fixed package of hours.
Will you participate in board or investor meetings?
Yes. We can prepare the reporting package, shape the financial narrative, present results, answer questions, and manage follow-up with management, boards, lenders, or investors.
Related services
Put finance into the leadership system