CFO-Level Thinking, Without the CFO-Level Salary
You’re making six-figure decisions — hiring, pricing, expansion — on instinct and a bank balance. Fairlight’s CFO advisory gives you forecasts, dashboards, and a standing strategy session with someone whose job is to see around your corners.
✓ Written recommendations after every session ✓ One-time sessions from $895 ✓ Dedicated CFO available
Your Books Tell You What Happened. Nobody’s Telling You What’s Next.
Clean financials are table stakes — but a P&L is a rearview mirror. The questions that keep you up at night are forward-looking: Can I afford this hire? What happens to cash if I land that contract? Am I pricing this right? Those questions need a finance partner, not just a report.
A Standing Strategy Session With Real Deliverables
Fairlight CFO advisory pairs a recurring strategy call with the tooling to back it: a KPI dashboard tuned to your business, a rolling cash flow forecast, and written recommendations after every session — so advice turns into a plan, and the plan gets tracked.
What CFO Advisory Covers
- Cash flow forecasting — a rolling 12-month view of your runway, before tight spots become emergencies.
- KPI dashboard & reporting — the 10–15 numbers that actually drive your business, tracked monthly or quarterly.
- Budgeting & variance analysis — set the plan, then understand every meaningful miss.
- Pricing & profitability analysis — know which customers, products, and jobs actually make you money.
- Lender & investor readiness — financial packages that hold up when someone sophisticated reads them.
- Decision support on demand — hiring, equipment, expansion, exit: bring the decision, leave with a model.
What Owners Get From a Fractional CFO
- A 12-month view of cash instead of a 12-day one
- Decisions backed by a model, not a hunch
- Numbers you can present to a bank or buyer without flinching
- An accountability partner who reads your financials before you do
How Engagements Run
Financial health check
We review your books, your goals, and where the risks actually are.
Roadmap & dashboard build
Forecast, KPIs, and budget established in the first month.
The standing session
Monthly or quarterly strategy calls, each ending in written recommendations you can act on.
Advisory Packages
One-Time Strategy Session
- Pre-session review of your financials
- 90-minute session with a CFO-level advisor
- Deep-dive on your most pressing question
- Written summary and recommendations
- A clear, prioritized action plan
- “Quick wins” opportunities list
- 30 days of email follow-up
Monthly CFO Advisory
- Monthly 60-min strategy call
- Dashboard (15 metrics)
- Monthly financial insights
- Rolling 12-month cash flow forecast
- Budget vs. actual variance
- Scenario modeling (1/mo)
- Priority email + phone support
Dedicated CFO
Our most comprehensive engagement. A dedicated CFO takes ownership of your entire accounting and finance function — bookkeeping, tax, reporting, forecasting, and strategy — operating as the financial leader of your business. Built around your company and scoped by agreement.
Request a ConsultationFinal quote confirmed in writing before any work begins. No hidden fees.
Flat-Fee Strategic Projects
Specific decision in front of you? These are scoped, flat-fee engagements with a written deliverable.
Profitability Analysis
revenue stream by revenue stream: where you make money and where you only think you do.
Pricing Strategy
find the margin you’re leaving on the table without losing the customers you want.
Business Valuation
what your business is worth today, and which levers move that number.
Cash Flow Optimization
map your cash cycle, plug the leaks, stop getting caught short.
Compensation Benchmarking
pay yourself and your team correctly: not too little, not too much.
System Implementation
financial tools set up right: software, integrations, and training.
Financial Due Diligence
buying a business? We read their books so you know what you’re really getting.
Exit Planning
a roadmap to maximize your payout when you’re ready to sell.
Final quote confirmed in writing before any work begins. No hidden fees.
Why Get CFO Advice From Your Accounting Firm
We already know your numbers.
When Fairlight keeps your books, strategy sessions start at the insight, not the data-gathering.
CPA credentials in the US and Canada
Advisory that accounts for tax consequences on both sides of a decision.
Written deliverables, every time.
No engagement ends in “great chat” — it ends in a document.
CFO Advisory FAQs
Do I need Fairlight bookkeeping to use CFO advisory?
No — but advisory is sharpest when the books are current. If yours aren’t, we’ll quote a cleanup alongside.
What size business is this for?
The sweet spot is roughly $500K–$10M in revenue — big enough that decisions carry real money, not yet big enough for a full-time CFO.
What’s the difference between Monthly CFO Advisory and a Dedicated CFO?
Monthly Advisory gives you a strategic partner who meets with you regularly and builds your forecasts and dashboards — you still run the finance function day to day. A Dedicated CFO takes ownership of the entire accounting and finance domain — bookkeeping, tax, reporting, FP&A, and strategy — as the financial leader of your business. It’s our most comprehensive engagement, scoped and priced by agreement.
Can I try it once before committing?
Yes — that’s exactly what the One-Time Strategy Session ($895) is for. Many ongoing clients started there.
Bring Us the Decision You’ve Been Sitting On
One session. Written recommendations. Then decide if you want a standing seat at your table.