COMPREHENSIVE strategic CFO ADVISORY Solutions FOR small to medium size BUSINESSes
AFD CFO Advisory Services is a full-service financial advisory firm designed to provide executives with strategic financial leadership & support needed to achieve growth, stability, and operational efficiency. We offer tailored financial solutions through flexible engagement models that ensure compliance, accountability, risk management, financial strategy, and data-driven decision-making
CFO Level strategic financial advisory services
STATEGIC CFO SOLUTIONS (Ongoing Support)
&
PROJECT-BASED CFO SOLUTIONS
Strategic CFO SOLUTIONS(Ongoing Support)
what Can Be included in your monthly service.
✅ 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.
✅ Regulatory Compliance – Ensure adherence to financial regulations and reporting requirements across all operating companies.
✅ Strategic Insights – Provide financial insights and analysis to support decision-making, including new market entries.
✅ Forecasting & Reporting – Review and analyze forecasts, communicating key financial concerns to upper management.
✅ Enterprise Financial Risk Management – Implement processes to identify, assess, and mitigate financial risks effectively.
✅ Cross-Functional Collaboration – We work closely with internal teams to gather financial data and enhance reporting accuracy.
✅ Long-Term Strategic Guidance – Support business decisions that align with corporate growth objectives and financial goals.
✅ Month-End Financial Reviews – Conduct comprehensive financial reviews with key management personnel to assess business performance
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
Industry-Agnostic Approach – We work with businesses across various industries.
Proven Results – Helping businesses scale, restructure, and optimize financial performance.
Flexible Engagements - Choose between ongoing CFO support or short-term, high-impact Project-Based engagements.
Data-Driven Decision Making - Leverage financial insights for confident, and strategic growth.
Partner Support Network -
- Dedicated Law Firm
- IT Support
- Treasury Management
Project-Based CFO SOLUTIONS
SHORT-TERM FINANCIAL EXPERTISE FOR SPECIFIC INITIATIVES.
✅ 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 DIFFRENTIATES OUR FIRM FROM OTHERS
Transparent, Fixed Pricing – No Hourly Fees
Onsite Accounting Support – Flexible, Hands-On Assistance
Exclusive Client Focus – Personalized, On-Demand Support
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
Onsite Accounting Support – Flexible, Hands-On Assistance
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
Onsite Accounting Support – Flexible, Hands-On Assistance
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.
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