Our Services
At CFO Partner Advantage, we offer practical, high-impact financial leadership tailored to where your business is now—and where it’s headed. Whether you're filling a gap, fixing a process, or preparing for the boardroom, we step in quickly and deliver results without disruption
Fractional CFO Support
For companies in transition, growth, or need of senior capacity.
Whether your CFO just stepped out, you’re not ready for a full-time hire, or your team needs leadership during a growth phase, we provide embedded, flexible support at the CFO level. We integrate quickly, adapt to your business model, and help drive clarity across finance, operations, and strategy.
Use cases:
• Interim CFO coverage
• Second-in-command to an overstretched founder or finance lead
• Executive-level support during fundraising, due diligence, or turnaround
Month-End Process Review
For finance teams that need faster, cleaner, more consistent closes.
We review your current month-end process from start to finish and identify the gaps that slow you down or cause rework. You’ll walk away with actionable insights and tools that your team can implement right away.
Includes:
• Review of current close calendar and timelines
• Audit of journal entries, reconciliations, and recurring adjustments
• Documentation of roles, handoffs, and bottlenecks
• Recommendations to streamline and improve
•Build or rebuild close checklist, templates, and accrual guides
Board-Ready Reporting Package
For companies that need to improve how they tell their financial story.
We assess your current reporting structure and help shape a clearer, more compelling narrative for your board, investors, or leadership team. The goal: reporting that drives insight, not just compliance.
Includes:
• Review of your current reporting deck or P&L structure
• Feedback on layout, metrics, and messaging
• Guidance on pacing tools, forecasts, and cash visibility
• Build a custom reporting package or KPI dashboard in Excel
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!