We Help You Grow Your Business through Functional Finance
We provide expert Growth and Profit Consulting to help you streamline your company finances, prepare you for growth and achieve your business goals.
Profit Advisory Services
Our Profit Advisory service ensures your financial statements accurately reflect your business's reality. We start with a detailed audit of your bookkeeping and financials to confirm your team—your bookkeeper, CPA, and financial advisors—are fully aligned and providing you with reliable data. Once we’ve established a clear financial foundation, we dive into profitability, pricing, and ratio analysis, identifying key areas for improvement and using benchmarks to guide decisions.
From there, we focus on increasing your profitability by cutting waste and streamlining operations. Whether it's through renegotiating contracts, implementing AI, or optimizing your pricing and service offerings, we help you do more with what you have while eliminating inefficiencies. The goal is to focus on what drives profit, cut what doesn’t, and ensure your business is positioned to grow with purpose and precision.
Fractional CFO Services
Many business owners face financial uncertainty and growing pains. Our Fractional CFO services provide clarity, helping you navigate the complexities of growth, so you have more time, more money, and less stress.
A recent Forbes article highlighted a startling statistic: 82% of small businesses that fail do so because of one common issue—cash flow problems. They lack the clarity and financial visibility needed to make informed decisions, whether that's planning for growth or seizing new opportunities.
Our Fractional CFO Services provide tailored financial leadership at a fraction of the cost of a full-time CFO, giving you the insight and strategy you need to optimize cash flow, improve decision-making, and drive sustainable growth. With us, you’ll have the financial clarity and foresight to scale confidently.
Strategic CFO Consulting
Are your business finances causing confusion or frustration? It can be tough to ensure you're making the right decisions for your company’s financial future.
With decades of financial expertise and 17 years of business leadership, we simplify complex financial concepts into clear, actionable insights. Partner with us to develop strategies that drive profitability and growth.
It’s time to gain financial clarity, elevate your business’s value, and overcome decision-making paralysis with a trusted advisor. Together, we’ll develop and execute a plan for sustained financial success and growth.
About Danny Donaldson:
Danny Donaldson, with extensive experience in finance and the alternative investment space, leads Strategic CFO Consulting. His expertise spans financial strategy, capital management, and investment advisory, making him a valuable partner for businesses seeking to optimize their financial performance and strategic direction. Danny's background includes a rich history in finance, investment management and entrepreneurship, ensuring that clients receive top-tier guidance and support.
What we Offer
Profitability
Starting with a comprehensive financial assessment, analyzing financial statements to identify profit leaks and understand where money is going, we work with clients to create a customized profitability plan with clear goals to boost revenue, reduce costs, and improve efficiency. Once the plan is in place, we guide clients through its execution, regularly reviewing performance and adjusting strategies as needed.
Growth
We focus on guiding businesses through both financial optimization and growth. We begin by assessing your financial health & profitability. Once adjustments are made, we move into the Growth phase, developing a vision and financial projections to scale your business, whether it's growing from $2M to $10M or beyond. We assess your current infrastructure, provide strategic recommendations, and bring in partners and advisors to help you achieve your growth goals.
Exit
We help business owners prepare for a successful transition when selling their business. Many owners are too busy to plan for their exit, but with a step-by-step approach, we help you build transferable value, create a growth plan that appeals to buyers, and understand key factors like timing, terms, and taxes. Our goal is to ensure you exit on your terms and achieve financial freedom, allowing your business to thrive even after your departure.
FAQ
What services do you offer?
We provide Growth & Profit consulting and Fractional CFO services to help small-medium businesses grow and manage their finances effectively.
Who can benefit from a Strategic CFO?
Small to medium-sized businesses who want to grow their bottom and/or top line and that need expert financial oversight without the cost of a full-time CFO.
How do you charge for your services?
What industries do you specialize in?
We have experience across various sectors, including agencies, real estate, and professional services.
Can you help with financial planning?
Transform Your Financial Strategy
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