CFO Advisory Services

At HG Professional Accounting, our CFO Advisory services are designed to provide strategic financial insights, help businesses make informed decisions, and ensure smooth financial operations. Our team of experts offers tailored support, from monthly reporting to key performance indicator (KPI) management, ensuring that your business stays on track and aligned with its financial goals.

Our CFO Advisory Services Include:

Monthly Reporting

We provide comprehensive monthly reporting to management and the Board of Directors, ensuring accurate and insightful financial data. Our services include:

Review of Monthly Bookkeeping
Variance Analysis
Quarterly Budget Creation & Review
Quarterly Reforecasting
Annual Budget Review

Tailored Managerial Services

We offer customized financial tools and services designed to optimize your business’s financial structure and decision-making processes, including:

Financial Model Creation
Cap Table Development
Data Room Setup
Board Meeting Organization, Preparation, and Attendance
Legal Support for Financial Matters
Financial Tool Implementation & Finance Team Training

KPIs & Unit Economics

We help define and track key performance indicators (KPIs) that are essential for your business’s success. Our team works closely with yours to ensure clear, actionable data for decision-making:

Defining Useful KPIs & Why They Matter
Supporting Your Team in KPI Preparation
Monthly KPI Analysis & Reporting
Presenting KPIs to Management & the Board
Suggesting Solutions Based on KPI Insights
KPI Tool Implementation & Management Team Training

Why Choose Us

Our CFO Advisory services are focused on empowering your business with the financial clarity and insights needed to make strategic decisions, improve performance, and achieve sustainable growth. Let us help guide your financial future with confidence and precision.