CFO advisory services for the decisions you can’t get wrong
Some decisions are too big to make alone — but they don’t call for a full-time hire. Our CFO advisory services put a seasoned financial mind in your corner for a specific milestone: raising money, selling the business, weighing a major investment, or steering through a cash crunch. Focused, high-level help, exactly when the stakes are highest.
When you need a CFO for a moment, not a role
You may not need a CFO every month. But when a pivotal decision lands, you don’t want to face it with a bookkeeper’s reports and a gut feel. CFO advisory is project-based, scoped to the decision in front of you, and built to give you a clear, expert answer fast — then step back when it’s done.
Book your free clarity call
Facing a decision you can’t get wrong? Book a free strategy call and we’ll help you see it clearly — and tell you exactly what it’ll take to get it right.
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What our CFO advisory services cover
Raising capital & financing
Loan and investor readiness, projections, and lender or investor conversations — so you raise on strong footing.
Buying or selling a business
Exit and acquisition readiness, business valuation prep, financial clean-up, and due diligence support on either side of a deal.
Financial modeling & projections
A clear, defensible model for a big move, a new location, a large hire, a major investment so you can see the outcome before you commit.
Turnaround & cash crisis
Fast stabilization when cash is tight — runway analysis, a recovery plan, and the moves to get back in control.
Pricing, profitability & strategy
A one-time deep dive to reset pricing, fix margins, or sharpen the financial strategy behind your next chapter.
Systems & finance setup
Choosing and standing up the right accounting systems, reporting, and processes to scale on.
Who We Help
Founder-led service businesses and specialty trades doing roughly $1–$20M — agencies, consultants, attorneys, architects, accounting firms, and electrical, plumbing, roofing, and HVAC companies — facing a financial decision that deserves senior expertise without an enterprise price tag.
How We Work
1. Free strategy call. Tell us the decision or milestone you’re facing; we’ll size up what’s involved.
2. Scoped engagement. We define the work, the deliverables, and a fixed price up front — no open-ended retainer.
3. The work. We build the model, the plan, or the readiness package and work it alongside you.
4. A confident decision. You move forward with a clear, expert-backed answer — and a partner who’s there if the next moment comes.
Advisory, fractional, or controller which do you need?
Three ways to work with us, depending on what you’re facing.
If you need...
Help with one big decision or milestone
CFO Advisory — scoped, project-based, no long-term commitment.
Ongoing strategy and a partner every month
Fractional CFO Services — embedded, monthly financial leadership.
Accurate books and trustworthy reporting
Financial Controller Services — the reliable accounting foundation.
Why founders choose Bull
We don’t give you reports — we give you clarity. For the moments that matter, that means a straight answer you can act on, not a deck full of caveats.
- Senior expertise, plain language — high-stakes decisions explained without the jargon.
- Scoped and fixed-price — you know the work and the cost before we start.
- Founder-friendly — built for $1–$20M service businesses, not enterprises.
- Connected to the rest — advisory today, fractional CFO or controller support whenever you want it.
Frequently Asked Questions
What is CFO advisory?
Senior, strategic financial guidance for a specific decision or milestone — like raising capital, selling a business, or a major investment — usually delivered as a scoped project rather than an ongoing role.
How is CFO advisory different from a fractional CFO?
A fractional CFO is an ongoing, part-time partner who handles your finances every month. CFO advisory is project-based — focused help for one important decision, then complete. Many clients use advisory first, then add ongoing support.
What does CFO advisory cost?
Because it’s scoped to a specific project, we quote a fixed price up front based on the work involved — no open-ended retainer.
When should I bring in CFO advisory?
When you’re raising money, buying or selling, facing a cash crunch, or weighing a decision big enough that you want senior financial expertise before you commit.
Do you help with raising capital or selling a business?
Yes — investor and lender readiness, projections, valuation prep, financial clean-up, and due diligence support are core advisory engagements.
