CFO Advisory

Strategic finance leadership, without the full-time salary

For founders who need senior financial guidance, budgeting, forecasting, fundraising support, but aren't ready to hire a full-time CFO. Get boardroom-level insight, on your schedule.

What's included

Senior finance expertise, delivered flexibly

  • Monthly cash flow forecasting and scenario planning
  • Annual budgeting and variance analysis
  • Investor-ready financial reporting and board decks
  • Fundraising support, data rooms and due diligence prep
  • Pricing, margin and unit-economics analysis
  • KPI dashboards tailored to your business model
  • Monthly or quarterly strategy calls with a senior advisor
CFO advisor reviewing financial forecasts with a founder
Who it's for

Growth-stage founders who need a finance strategist

Perfect for businesses scaling past their first few hires, preparing for a fundraise, or simply wanting clearer visibility into their unit economics.

Pre- & post-seed startups

Build investor-ready financial models and reporting before your next raise.

Scaling SMBs

Get the strategic clarity of a CFO as you expand into new markets or product lines.

Family-run businesses

Bring in outside financial rigor and succession-ready reporting structures.

Why choose Financles

What makes our CFO advisory different

Senior, not junior, advisors

You work directly with experienced finance leaders, not account managers reading from a script.

Connected to your books

Because we also run your bookkeeping, our forecasts are grounded in real, live data, not guesswork.

Flexible engagement

Scale advisory hours up during fundraising or budgeting season, and down when things are steady.

Pricing

CFO Advisory is available on our Enterprise plan

CFO Advisory is included in our Enterprise plan and available as an add-on to Growth. Pricing depends on the number of advisory hours needed per month.