Business Advisory & Outsourced CFO
Most small businesses outgrow their bookkeeper but aren't ready for a full-time CFO. Our advisory services bridge that gap, providing 'Big Four' level insight at a fraction of the cost.
We act as your strategic partner, analyzing unit economics, cash flow runways, and profitability. We help you navigate complex decisions like capital raises, major hires, or office expansions in Manhattan and Queens.
Principal's Insight
Edward Torres, CPA
"You've outgrown your bookkeeper, but you aren't ready for a 300k/year CFO. We bridge that gap, providing high-stakes strategic guidance that turns data into actionable growth."
Proprietary Methodology
The Auditor's Precision Framework
Audit
Assessment of current financial health and bottlenecks.
Architecture
Building custom reporting dashboards and targets.
Cadence
Regular advisory meetings to drive growth and discipline.
Common Inquiries
What is an Outsourced CFO?
A senior-level financial partner who provides strategy and oversight without the full-time salary overhead.