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Strategic advisory sessions
Recurring meetings focused on performance, upcoming decisions, and the priorities that matter most.
ADVISORY SERVICE 02 · FRACTIONAL CFO ADVISORY
CFO-level thinking.
Without the full-time hire.
A part-time financial leader and ongoing sounding board. Work through pricing, hiring, investment, and growth with someone who knows your business—and your numbers.
SOUND FAMILIAR?
You may be ready
for this if…
Most owners don’t come to us with a finished list of requirements. They come with a feeling that the numbers should be working harder for them.
- You’re making big decisions on instinct and a bank balance.
- Growth has outpaced the financial support around you.
- You’d like a second opinion before hiring, raising prices, or expanding.
- A lender or partner is asking questions you can’t answer quickly.
- You need financial leadership, but not a full-time executive.
WHAT’S INCLUDED
Practical support,
built around you.
Every engagement is tailored. We’ll agree on the scope that fits your business before work begins.
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Decision support
Model the financial impact of a new hire, a price change, a new location, or a major purchase before you commit.
03
Budgeting and planning
An operating budget and annual plan tied to the goals you set for the business.
04
Pricing and margin review
Understand what each product, service, or customer really contributes, and where margin is slipping.
05
Financing preparation
Organize the numbers and the story lenders expect to see before you ask.
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Follow-through
Agree on a few actions and measures, then check progress between meetings.
HOW IT WORKS
A clear rhythm,
from first look to follow-through.
- 01
Learn the business
Your goals, your numbers, your team, and the decisions ahead.
- 02
Set the priorities
Agree on the questions that matter most over the next few months.
- 03
Meet regularly
Review performance, work through decisions, and adjust the plan.
- 04
Keep the plan moving
Track the agreed actions and bring new questions in between meetings.
A SOUNDING BOARD FOR BIG DECISIONS
DECISIONS THIS SUPPORTS
Questions you’ll
be able to answer.
“Can we afford to hire, and when?”
“Are our prices keeping up with our costs?”
“Should we open another location or invest in new equipment?”
“How much can the business comfortably borrow?”
WHERE IT FITS
Part of an ongoing
advisory relationship.
Services work together. Here’s where this one shows up in our engagements.
ALSO AVAILABLE
Financial Clarity
Ask how this engagement could fit your business.
INCLUDED
Ongoing Advisory
Monthly strategic advisory sessions and decision support.
INCLUDED
CFO & Value Strategy
Expanded fractional CFO guidance, scenarios, and financing analysis.
Each engagement is tailored. Services, timing, and fees are confirmed in your written agreement. Compare engagements →
LET’S MAKE IT CLEAR
Questions about
fractional cfo advisory.
Have a different question?
Let’s talk it through
LET’S TALK ABOUT YOUR BUSINESS
Make the next decision with perspective.
Bring the question you keep coming back to. We’ll start there.
Mike Rasmussen, CPAA free introductory conversation. No obligation.
EXPLORE MORE SERVICES
The right support,
at the right moment.
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Dashboards & performance
Track the measures that drive your results—from gross margin and labor efficiency to cash runway and customer concentration.
See what needs your attention.04
Cash flow & forecasting
Look ahead with a rolling cash forecast, an operating budget, and practical scenarios. Understand the cash impact before committing to a plan.
Prepare for the months ahead.05
Proactive tax strategy
Bring tax considerations into business decisions throughout the year. Review your plans with a CPA before a major purchase, expansion, or change.
Put tax planning in the conversation early.