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Your dedicated finance team

we provide CFO, Strategic Finance, and FP&A services foR businesses.

 

Parallel Lines

Strong finance leadership helps accelerate business growth and strengthens competitive positioning. However, many companies lack finance support and have suffered from it.​
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Strategic Finance Partner was founded to change that. We have driven tremendous value creation by providing world-class finance support.
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We are your dedicated finance team to unlock the next phase of growth and success. 

About Me

CFO and FinancE Services

Ongoing Engagement

We provide ongoing finance support that's dedicated to you, your team, and your business. Depending on your needs, each month we can:

  • Review and analyze financial and operating health; deliver timely reporting

  • Provide relevant and timely analyses, benchmarks and business insights that inform business decisions and drive growth

  • Maintain and update operating plans

  • Support ad hoc needs

Strategy and Advisory

We provide world-class strategic CFO advisory to unlock growth for your business. We can provide the following to meet your needs:

  • Serve as a partner in long-term strategy development and execution

  • Develop, maintain, and help execute on long-term budgets and operating plans

  • Provide financial and business decision leadership support

  • Support Board and investor relations

Services

Solutions and Plans

We provide comprehensive finance services from day-to-day operations to long-term strategy support. We are excited to grow with you, and be your partner through the long-term journey.  

Core Support
  • Monthly financial and business metric updates

  • Actual vs. budget & historicals analysis and insight

  • ​Business KPI analysis and reporting

CFO Services
  • Everything in Core Support

  • Investor and Board reporting and coaching

  • Annual budgeting and forecasting with long-term strategy development

Custom CFO
  • Everything in the CFO Services plan

  • Custom CFO engagement

Let's Talk

Let us help!

We are dedicated to helping you get closer to the promised land.

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