CFO ADVISORY FOR OWNERS DOING $750K AND UP
A CFO in your corner. You keep driving.
Regular calls with a FinElevate CFO, a simple dashboard of your key numbers, and someone to call before the big decisions.
What you get
Scheduled calls with your CFO
Hiring, pricing, cash, equipment, growth. We work through your real decisions with your real numbers.
Your Performance Pulse dashboard
The handful of numbers that tell you how the business is doing, in one place.
Answers between calls
Text or email your CFO. Quick questions don’t wait for the next meeting.
What it isn't
Advisory is a real CFO in your corner, not our team doing the work. If you want the system built and run for you, that’s Fractional CFO Service.
Who it's for
- Owners doing $750K or more who want a CFO-level sounding board
- Owners doing $2M or more who aren't ready for full CFO Service yet
Pricing
Price depends on how often we meet and how many of your team join: just you, you plus one, or you plus up to three. First and last month paid up front. No minimum commitment; most owners see real results in 3 to 6 months.
Results
"I know that you know our business. And maybe even more importantly, I know that you know me. That made it easier to embrace the challenge you bring."
Questions owners ask
Can I add Advisory to CFO Service?
Yes. Each is priced on its own.
Do I need a Blueprint first?
It’s not required, but it’s the fastest way to know where to focus our calls.
Can I switch to CFO Service later?
Yes. Many owners start here.