CFO Advisory Services

The CEO’s Strategic Edge™

Premium Financial Strategy for 7-Figure Entrepreneurs who are local in Stroudsburg, PA and Nationwide

At a certain level of success, bookkeeping and compliance aren't enough. You need a strategic partner in your corner—someone who understands the big picture, sees what’s ahead, and helps you scale with precision.

CFO Advisory Services

Our CFO Advisory Services are designed for CEOs leading multi-six and 7-figure businesses who are ready to:

  • Strengthen and stabilize cash flow
  • Create accurate forecasts and scenarios
  • Increase profitability without sacrificing values
  • Build a scalable, sustainable financial structure
  • Protect their vision and legacy

We offer two levels of service under our CFO division, both under the banner of The CEO’s Strategic Edge™.

    • Essentials Package
    Perfect for established businesses ready to scale with financial clarity.
    Monthly CFO strategy meetings
    Cash flow forecasting and dashboards
    Departmental budgeting & cost analysis
    Business model & pricing review
    Strategic financial planning
    Profit margin improvement strategies
    Annual legacy planning session
    Review of internal financial workflows
    Lender- and investor-ready reporting
    Response time within 24 business hours 
    • Elite Package
    Ideal for businesses preparing for expansion, acquisition, or succession planning.
    Includes everything in the Essentials Package, plus:
    Scenario planning and financial simulations (What-If Analysis)
    Advanced KPI tracking and team productivity analysis
    Multi-entity and multi-department support
    Board and stakeholder reporting
    Exit and succession planning strategy
    Charitable giving and legacy wealth integration
    Response time within 12 business hours

 

If you're ready to stop flying blind and start leading with data, clarity, and confidence, we invite you to explore what’s possible with The CEO’s Strategic Edge™.

Schedule a CFO Discovery Call Today

Serving businesses locally in Stroudsburg and virtually across the U.S.