The Financial Leadership Your Business Deserves
Most growing businesses can't afford a full-time CFO — but they still need one. AFD CFO Advisory delivers senior-level financial expertise on a fractional basis, giving you the strategic insight and financial discipline that drives real growth.
We become your CFO — attending leadership meetings, advising on major decisions, and building the financial infrastructure your business needs to scale. No overhead. No long-term commitment. Just results.
What We Do For You
Six core service areas — each designed to give you the financial clarity and control your business needs to grow.
Financial Strategy & Planning
We work with you to build a clear financial roadmap — aligning your business goals with a realistic, data-driven plan for getting there. From annual budgets to 3-year growth models, we give you the visibility to make confident decisions.
- Annual budget development and management
- 3–5 year financial modeling and scenario planning
- KPI identification and performance benchmarking
- Strategic planning support for leadership teams
Cash Flow Management
Cash flow surprises kill businesses. We build the forecasting systems and processes that give you a clear, rolling view of your cash position — so you're never caught off guard and always know what's coming.
- 13-week rolling cash flow forecasting
- Working capital optimization
- Accounts receivable and payable process improvement
- Cash flow crisis identification and remediation
Financial Reporting & Analysis
We transform your financial data into clear, actionable reports that tell the real story of your business. Monthly management reports, board packages, and custom dashboards — built for decision-makers, not accountants.
- Monthly management reporting packages
- Board and investor reporting
- Variance analysis and trend identification
- Custom executive dashboards
Forecasting & Budgeting
Stop guessing. We build dynamic financial models that let you test assumptions, stress-test scenarios, and plan for multiple futures — so you can make bold moves with confidence.
- Revenue and expense forecasting
- Departmental and project-level budgeting
- Rolling forecast updates and reforecasting
- What-if scenario modeling
Banking & Lender Relations
We prepare you for every conversation with your bank or lender — from routine covenant compliance to securing new credit facilities. We speak the language of lenders and help you present your business in the best possible light.
- Loan package preparation and presentation
- Covenant compliance monitoring and reporting
- Lender relationship management
- Credit facility structuring and negotiation support
M&A and Transaction Advisory
Whether you're acquiring a competitor, preparing for a sale, or bringing on an investor, we provide the financial due diligence and deal support to protect your interests and maximize your outcome.
- Buy-side and sell-side financial due diligence
- Business valuation support
- Deal structure analysis and negotiation support
- Post-transaction integration planning
Project-Based CFO Solutions
Not every engagement requires ongoing support. For businesses facing a specific challenge or transition, we offer high-impact, short-term CFO engagements designed to deliver results fast.
Business Financial Health Assessment
Evaluate financial strengths and weaknesses, identifying opportunities for improvement and a clear path forward.
Capital Structuring & Debt Restructuring
Optimize your capital structure and debt arrangements to improve financial stability and reduce cost of capital.
Mergers, Acquisitions & Exit Planning
Provide strategic financial due diligence and advisory support for business transitions, acquisitions, and exits.
Internal Control Improvement
Strengthen financial controls and processes to prevent fraud, reduce risk, and improve operational efficiency.
Financial Due Diligence for Investors
Conduct in-depth analysis to assess financial health and risk factors for potential investments or partnerships.
Process Improvements & Automation
Identify opportunities for automation and efficiency in financial operations to reduce cost and improve accuracy.
Operational Efficiency Support
Provide guidance and initiatives to streamline financial workflows and enhance overall business performance.
How We Work With You
Discovery Call
We start with a no-obligation conversation to understand your business, your challenges, and whether fractional CFO / Client Accounting services are the right fit right now.
Financial Assessment
We conduct a thorough review of your current financials, processes, and reporting — identifying gaps, risks, and the highest-impact opportunities.
Engagement Design
We design a custom engagement — scope, cadence, and deliverables — built around your specific needs and budget. Fixed monthly pricing, no surprises.
Ongoing Partnership
We become a true member of your leadership and (or) accounting team — available for calls, meetings, and decisions whenever you need us. Not just a monthly report.
Why Businesses Choose AFD
Senior-Level Expertise
You work directly with an experienced CFO — not a junior analyst or account manager.
Fixed Monthly Pricing
No hourly billing surprises. You know exactly what you're paying every month.
Industry Knowledge
We bring deep experience in your industry — not generic financial advice.
Flexible Engagement
Scale up or down as your needs change. No long-term contracts required.
Ready to Get Started?
Schedule a free discovery call. We'll review your situation and tell you honestly what CFO-level support could do for your business.