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ABOUT US
Every business owner needs someone in their corner. CFO Counsel Group is that someone for owner-led businesses doing $500K to $10M: a part-time CFO who sees cash problems coming, turns your numbers into a plan, and gives you an honest second opinion on every big call.
The practice was founded by an owner, not an accountant. When his company's main contract nearly doubled in a single year, growth brought problems he'd never faced: making payroll for 20 employees while customers paid on net-30 terms, deciding when to hire, and budgeting for a business twice its old size. He would have hired a fractional CFO on the spot. He still owns that business today, so he lives these decisions every month.
That owner's-eye view, plus years as a financial advisor at Morgan Stanley and Merrill Lynch, shapes how CFO Counsel Group works. Every engagement starts with an in-person meeting. From there, you have a trusted advisor who knows your business, tells you the truth about your numbers, and helps you see what's coming before it arrives.
OUR SERVICES
[01]
Cash Flow Forecasting
See your cash 13 weeks out, so payroll, taxes and slowpaying customers never catch you off guard.
[02]
Monthly Financial Revie
A monthly CFO meeting that turns your P&L into plain answers: what's working, what isn't, and what to do next.
[03]
Budgeting & Growth Planning
An annual budget and forecast you can actually run the business on, from the next hire to the next location.
SOUND FAMILIAR?
We're busier than ever, so why is there never any cash in the account?
I want to hire two more people. I have no idea if we can afford them.
My bookkeeper sends reports. I don't know what they're telling me.
The growth squeeze
The hiring question
The numbers nobody reads
