AFD CFO Advisory

CFO-Level Insight. Without the Full-Time Cost.

Your business is growing. The financial complexity is real. But you're not ready — or resourced — to hire a full-time CFO. AFD CFO Advisory gives you senior-level financial leadership on a fractional basis, so you can make smarter decisions, manage cash flow, and scale with confidence.

30+ Years Experience
Fixed Monthly Pricing
Custom Executive Dashboard
Who We Help

Built for businesses that need more than a bookkeeper

We work with owners and leaders who need CFO-level financial insight — without the overhead of a full-time hire.

Small & Mid-Size Businesses

Growing companies that need financial strategy, forecasting, and reporting to scale intelligently.

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Professional Service Firms

Law firms, consultancies, and agencies that need stronger financial visibility and cash flow management.

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Dental & Medical Practices

Healthcare practices navigating revenue cycle complexity, profitability, and growth planning.

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Business Owners Seeking Clarity

Entrepreneurs who need a trusted financial partner to improve decision-making and long-term value.

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Our Mission

True Partnership

At AFD, our commitment to quality service and operational efficiency is what sets us apart. We treat every client and partner with integrity, fairness, and honesty — delivering a financial advisory experience that is both professional and genuinely personal.

What We Do

Strategic CFO services, tailored to your business

01

Financial Planning & Analysis

In-depth financial insights, budgeting, and modeling to improve decision-making and maximize profitability.

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02

Cash Flow Forecasting & Management

Maintain healthy cash flow, plan for future financial needs, and eliminate liquidity surprises.

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03

Strategic Advisory & Growth Planning

Data-backed strategies to scale your business, manage risk, and support long-term value creation.

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04

Financial Reporting & KPIs

Custom executive dashboards and management reports that give leadership real visibility into performance.

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Why AFD

What sets us apart

40+

Years of Financial Leadership

Senior-level CFO advisory backed by decades of real-world financial oversight and business strategy.

Fixed

Transparent Monthly Pricing

No hourly fees. No billing surprises. A predictable monthly engagement so you can focus on results.

Custom

Executive Dashboard

A customized executive dashboard is developed during the initial engagement period based on the client's reporting needs and available financial data.

Client Results

What growth looks like with the right financial partner

Business owners across professional services, insurance, and property management share what changed when they brought on CFO-level advisory support.

Record-setting profit & cash flow

AFD has provided high-caliber revenue management and accounting support that contributed to our company's record-setting profit and cash flow performance. Having that level of financial oversight without the overhead of a full-time CFO was a game-changer for how we operate and plan for growth.

Terry Anderson
President / CEO, Tenant Property Protection
Expanded operations with confidence

"AFD's diligence, professionalism, and steady guidance support sound decision-making and strengthen the overall financial health of our company. Their strategic approach gave us the clarity we needed to expand our operations with confidence."

Doug Fyfe
President, Airpark Insurance & Risk Management
Strategic clarity for leadership & boards

"The AFD CFO Advisory team brings a valuable combination of strategic financial perspective and practical business judgment. They identify the key issues, explain the significance, and deliver thoughtful recommendations grounded in data. Their reporting simplifies complex financial information so leaders and boards can focus on meaning, not format. I would gladly recommend AFD CFO Advisory to any organization seeking contract CFO services that combine technical expertise with clear communication and strategic thinking."

Shelly Anderson
President & CEO, Michaels Wilder, Inc.

Ready to bring financial clarity to your business?

Schedule a no-obligation consultation and find out how AFD CFO Advisory can strengthen your financial foundation.