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CFO Services

Need help with maintaining forecasts, identifying key performance indicators (KPIs), and monitoring the metrics that matter most to your business? Our CFO solution may be what you need at a fraction of the cost of a full-time CFO

Whether you’re making significant decisions or seeking numbers to substantiate your strategies, we are here to bridge the gap. We specialize in delivering actionable insights, tracking KPIs, and offering the financial support you need to propel your business forward.

Here’s what CW Business Advisory can offer as your Fractional CFO Solution

Your Trusted CFO Solution in San Diego, CA

KPI Reporting and Management

We identify, monitor, and optimize key performance indicators to ensure your business is on the path to achieving its goals.

Strategic Planning/Budgeting

Unlock strategic insights and plan for the future with our expert strategic planning and budgeting services. We work closely with you to align financial goals with overall business objectives, ensuring a roadmap for sustainable growth.

Monthly Budget vs. Actuals Variance Analysis

Stay ahead of financial trends with our Monthly Budget vs. Actuals Variance Analysis. Our detailed reports provide insights into your financial performance, enabling proactive decision-making and course corrections.

Monthly Team Financial Review

Collaborate with our CFOs for a monthly team financial review. We ensure that your team is aligned with financial objectives and equipped with the insights needed to contribute to your business’s success.

Weekly Cash Flow Management and Reporting

Optimize your cash flow with our weekly cash flow management and reporting services. We provide real-time insights into your cash position, allowing for effective liquidity management.

Expert Financial Guidance and Strategy

Receive financial guidance and strategy from our seasoned CFOs. Leverage their expertise to make informed decisions that drive your business forward.

Work with Internal or External Bookkeeper

Seamlessly integrate with your preferred bookkeeping solution, whether internal or external. Our Fractional CFOs adapt to your existing processes to enhance efficiency and accuracy.

Interface with Investors for Financial Updates

Build investor confidence – We communicate financial updates to investors, ensuring transparency and trust in your business.

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