Who we help
- Professional service firms
- Dental practices
- Small medical offices
- Property management companies
- Tenant insurance and property protection companies
- Self Storage companies
Broader Industry Experience
AFD also brings broader experience supporting organizations across real estate development, construction, insurance and risk management, entrepreneurial ventures, and technology-enabled businesses. Our work is designed to help clients strengthen financial infrastructure, improve liquidity visibility, enhance reporting discipline, optimize performance, and support long-term value creation.
Why Clients Turn to AFD
- Senior-level CFO advisory backed by 30+ years of financial leadership
- Revenue cycle, cash flow, and reporting support tailored to business-specific needs
- Custom executive dashboard after 60 days to improve visibility and decision-making
- Year-round tax planning
Strategic CFO Advisory and client accounting services for Professional Service Businesses
Helping professional service firms, dental and small medical practices, property management firms, tenant property protection companies, and insurance-related program providers improve financial visibility, cash flow insight, tax planning, and decision-making through custom dashboards.
CFO Level strategic financial advisory services
Strategic CFO Solutions (Ongoing Support)
&
Project-Based CFO Solutions
Strategic CFO Solutions (Ongoing Support)
MONTHLY SERVICE OPTIONS
✅ Outsourced Accounting - Delivering accounting services to businesses seeking to outsource their financial management.
✅ Financial Planning & Analysis (FP&A) – Providing in-depth financial insights to improve decision-making and maximize profitability.
✅ Cash Flow Forecasting & Management – Help businesses maintain healthy cash flow and plan for future financial needs.
✅ Budgeting & Financial Modeling – Develop accurate financial models and budgets to drive strategic growth.
✅ Strategic Advisory & Growth Planning – Assist in scaling businesses with data-backed financial strategies.
✅ Risk Management & Compliance Guidance – Identify potential financial risks and ensure businesses comply with regulatory standards.
✅ Investor & Lender Relations – Prepare financial statements and reports to secure investor confidence and lender support.
✅ Month-End Financial Reviews – Conduct comprehensive financial reviews with key management personnel to assess business performance.
✅ Flexible Engagements - Choose between ongoing CFO support or short-term, high-impact Project-Based engagements.
Why Choose AFD CFO SOLUTIONS?
Expert-Led Firm – led by a business executive with 30+ years of experience in financial oversight, business strategy, and process optimization
Client Testimonials
“AFD has provided high-caliber revenue management and accounting support that contributed to our company’s record-setting profit and cash flow performance.”
— Terry Anderson, President / CEO, Tenant Property Protection
“AFD’s diligence, professionalism, and steady guidance support sound decision-making and strengthen the overall financial health of our company.”
— Doug Fyfe, President, Airpark Insurance & Risk Management
Partner Support Network -
- Dedicated Law Firm
- IT Support
- Treasury Management
Project-Based CFO SOLUTIONS
✅ Business Financial Health Assessment – Evaluate financial strengths and weaknesses, identifying opportunities for improvement.
✅ Capital Structuring & Debt Restructuring – Optimize capital structure and debt arrangements for financial stability.
✅ Mergers, Acquisitions & Exit Planning – Provide strategic financial due diligence for business transitions.
✅ Internal Control Improvement – Strengthen financial controls and processes to prevent fraud and inefficiencies.
✅ Financial Due Diligence for Investors – Conduct in-depth analysis to assess financial health and risk factors for potential investments.
✅ Process Improvements & Automation – Identify opportunities for automation and efficiency in financial operations.
✅ Operational Efficiency Support – Provide guidance and initiatives to streamline financial workflows and enhance business performance.
WHAT Differentiates OUR FIRM
Custom Executive client dashboard after 60 days of service
After the first 60 days of service, clients receive a customized executive dashboard designed to improve visibility into the key financial and operational metrics driving business performance. The dashboard helps leadership monitor trends, better understand cash flow and profitability, and focus on the areas that need the most attention. It is designed to provide more than reporting alone by supporting stronger financial insight and better-informed business decisions.
Transparent, Fixed Pricing – No Hourly Fees
Unlike traditional CFO advisory firms that charge by the hour, AFD CFO Advisory Services offers a predictable, fixed monthly fee tailored to your business needs. No more watching the clock during financial meetings or worrying about billable hours—we focus on delivering results, not running up the meter. Our pricing ensures you get unlimited, dedicated financial expertise without unexpected costs, allowing you to concentrate on making informed decisions and maximizing savings opportunities.
Exclusive Client Focus – Personalized, On-Demand Support
At AFD CFO Advisory Services, we believe that true financial partnership means being available when our clients need us—whether it’s day-to-day decision-making, month-end reporting, or strategic planning at any point in the year. To ensure we provide high-touch, dedicated support, we intentionally limit the number of clients we serve. This approach allows us to offer more personalized attention, deeper financial insights, and faster response times, fostering a genuine partnership that prioritizes your business’s success.
Onsite Accounting Support – Flexible, Hands-On Assistance
AFD CFO Advisory Services offers optional onsite accounting support for businesses that require hands-on financial assistance beyond standard advisory services. Whether you're managing special projects, audits, financial restructuring, or rapid growth, our in-office staff accountants can supplement your internal team, ensuring seamless support from professionals already familiar with your business operations. This service provides scalable, temporary, or project-based financial staffing to meet evolving business needs. Onsite accounting support is available for an additional fee, as it is not included in the standard monthly service package.
Latest Insight:
Read our latest article on why financial visibility matters more than ever:
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