Cash flow forecasting
Short- and long-range forecasts so you can see what's coming and plan for it.
Fractional CFO services
Steady financial guidance for growing businesses.
Part-time CFO support for owners who want a clearer view of their financials and someone to think decisions through with. It starts with a conversation about what you need.
Services we provide
Every engagement is shaped around your business, whether that's a few hours a month or more hands-on support through a busy season.
Budgeting and planning
Annual budgets and simple scenario models that connect your goals to the numbers.
Financial reporting
Clear monthly reporting and a short list of the metrics that matter.
Month-end close
Support for a cleaner, more reliable close, working alongside your bookkeeper or accountant.
Financing readiness
Preparing the numbers and materials lenders or investors will ask for.
Decision support
A second set of eyes on pricing, hiring, and growth decisions before you make them.
Approach
Simple first steps
Every engagement starts with getting to know your business. From there, the support is tailored to your business needs.
- 1
A conversation
A call to talk about your business, what's on your mind, and whether outside finance support makes sense right now.
- 2
A closer look
If it does, we will review your books and reporting, then share our observations and a few suggested priorities.
- 3
Ongoing support
We agree on a scope and deliverables that work for you, and adjust as and when needs evolve.
Get in touch
Let's talk about where your business is headed.
Share a little about your business and what you're looking for, and we'll get back to you to set up a time to talk.
Or email contact@sidrostrategicfinance.com