The FinStrat Difference
At Finstrat CFO we ensure that wherever your company is going, we can take you there.
FinStrat excels in each of these critical areas of business development:
Financial Strategy
We offer a strong business and financial acumen, with a history of delivering immediate results, and a track record of creating solid financial plans, delivering forecasting models, and implementing controls that enable long-term stability.
Growth Strategy
We design data-informed business plans to support short- and long-range growth strategies, and scale operations to drive market share and revenue improvement. Throughout my career, I’ve led due diligence and modeling efforts on merger and acquisition projects. I’ve also led post-merger integrations, resulting in corporate entities that are stronger in terms of both finances and talent.
Empathy
People are the heart of every organization. We understand the importance of recognizing, developing, nurturing, and rewarding talent. We help inspire your team and help you to spot future leaders, mentor them and help them achieve their potential.
Trusted Collaboration
Good relationships are key to an organization’s success. We become a part of your team by working with others and seeking out a variety of opinions to find the best solutions.
Our Services
Foundation Phase
The first 30–60 days: understanding where you are and building the infrastructure for clarity.
Financial Statement Review
Audit your P&L, balance sheet, and cash flow to understand the real story—not just what your bookkeeper handed you.
Systems Assessment
Evaluate your tech stack, accounting software, and reporting tools. Identify what’s working, what’s redundant, and what’s missing.
Team Integration
Get embedded with your leadership team. Understand the players, the dynamics, and where finance can add the most value.
Contract & Agreement Review
Review client contracts, vendor agreements, and any financial commitments that affect cash flow or risk.
Ongoing Partnership
Month-to-month strategic finance support. The CFO seat at your table.
Financial Reporting & Analysis
Monthly close, variance analysis, and trend identification. You’ll know what happened and why.
Cash Flow Management
Real-time visibility into your cash runway. Weeks and months—not “we’re probably fine.”
Budgeting & Forecasting
Forward-looking projections tied to your actual business drivers. Best case, worst case, most likely case.
Revenue Growth Strategy
Identify the levers behind your revenue—pricing, utilization, client mix—and optimize them.
Hiring & Investment Decisions
Model the financial impact before you commit. Headcount, tools, office space—every decision has a number.
Staff Utilization & Productivity Analysis
Understand where your team’s time goes—and whether it’s generating value.
Technical Oversight & Mentorship
Guide your internal finance/accounting team. Elevate their skills, not just their output.
KPI Development & Goal Monitoring
Define the metrics that matter. Track them. Hold the business accountable to them
Strategic Advisory
High-impact engagements for growth, transition, or transformation.
Annual Budget Development
A bottoms-up budget built with your leadership team—owned, not inherited.
Exit Readiness Assessment
Evaluate your business through a buyer’s eyes. Identify gaps before they cost you at the table.
Client Profitability Analysis
Not all revenue is good revenue. Know which clients make you money and which ones cost you.
Pricing Strategy Review
Are you charging enough? Are your margins protected? Let’s find out.
M&A Transaction Support
Due diligence, integration planning, and financial modeling for acquisitions or sales.
Compensation & Equity Planning
Structure comp plans that attract talent, retain performers, and align with your financial reality.
Scenario Planning
Build playbooks for what happens when “what if” becomes “what now.”
Our Victories
Real results. Real clients. Real impact.
The Margin Mystery
A growing agency couldn’t figure out why profits weren’t keeping pace with revenue. The top line looked great. The bank account told a different story. We dug into client-level profitability and found two anchor accounts that were actually underwater—high-touch, low-margin relationships that had grown through scope creep and good intentions. After restructuring pricing and resetting expectations, margins improved by double digits within a year. The founder finally stopped dreading the month-end.
Ready for the Room
A communications firm had vague plans to sell “someday” but no idea what a buyer would actually see. Their financials were accurate but not compelling. No clear story, no KPIs, no forward-looking narrative. We rebuilt their reporting to highlight the metrics that matter to acquirers—recurring revenue, client retention, utilization trends. Eighteen months later, they fielded an offer that exceeded their expectations. “Someday” came faster than they thought.
Scaling Without the Chaos
A fast-growing firm had doubled headcount but hadn’t built the financial infrastructure to support it. No real budget. No utilization tracking. Hiring decisions made on instinct, not data. We built their first bottoms-up budget, tied hiring to revenue thresholds, and created dashboards that gave leadership real-time visibility. They continued to scale—without the cash crunches and fire drills that usually come with it.
The Uncomfortable Conversation
Sometimes the value isn’t in the spreadsheet—it’s in saying what no one else will. A founder had a leadership team that looked great on paper but wasn’t performing at the level the business needed. Loyalty had become a liability. We helped quantify the cost of inaction and facilitated the hard conversations that followed. Within six months, the right people were in the right seats—and the business started moving again.