Strategic Finance Leadership

Board reporting, financial modeling, tax planning, major decisions. Senior finance thinking when you need it.

When You Need This

• Need strategic financial leadership
• Board or investors want professional reporting
• Making major decisions (pricing, expansion, M&A)
• Preparing for fundraising
• Your controller/bookkeeper needs senior oversight
• Can't justify full-time senior hire

What We Do

Strategic Work

Financial modeling and scenario planning, board reporting and KPI frameworks, tax strategy and entity structuring, pricing and margin analysis, capital allocation decisions.

Operational Oversight

Monthly financial review, cash flow forecasting, budget development and monitoring, close process improvement, team mentoring.

Special Projects

Fundraising preparation, acquisition analysis, new market/product modeling, system selection, audit preparation.

How It Works

Week 1: Review financials, analyze variances, prepare management commentary.
Week 2: Board deck prep, KPI updates, strategic projects.
Week 3: Advisory calls, scenario analysis, ad-hoc requests.
Week 4: Planning, budget updates, team training.
Plus: Email/Slack access for questions between calls.

How Engagements Work

Strategic finance leadership is typically an ongoing engagement, but scope varies. Scope depends on: level of board/investor reporting required, complexity of strategic decisions, team capability and capacity, growth stage and trajectory, special projects (fundraising, M&A, etc.). Engagements range from strategic advisory (10-15 hours/month) to comprehensive finance leadership (30-40 hours/month). Next step: Initial discussion to understand needs and structure engagement.

What You Get

• Monthly financial review with commentary
• Cash flow forecast (13-week rolling)
• KPI dashboard
• Board presentation (if applicable)
• Budget vs. actual analysis
• Strategic recommendations
• Access for questions between meetings

Real Example

Healthcare services, $15M revenue - Growing 30% annually. Founder-CEO doing finance part-time. Board wanted professional reporting.

What we did: Monthly board packages. Built 3-statement model. Modeled acquisition scenarios. Tax planning saved $180K/year. Mentored controller.

Result: Professional reporting. Acquired competitor successfully. Positioned for $45M+ exit (vs. $32M without acquisition).

Common Questions

Q: How is this different from full-time?
A: We work 20-40 hours/month vs. 160+ hours. You get senior expertise for what you actually need.

Q: Will you attend board meetings?
A: Yes, if helpful. Many clients have us present financials.

Q: Can you help hire full-time later?
A: Yes. When ready, we help define role, interview, onboard.

Need strategic finance leadership?