Strategic Advisory that offers Fractional CFO Expertise Without the Full-Time Cost

Strategic financial leadership that keeps one eye five years down the road and one eye five inches in front of your face. We partner with growing businesses to create sustainable value through focused planning, disciplined execution, and proven financial strategies.

What Is Strategic Advisory?

Beyond Bookkeeping: Real CFO-Level Strategy

Strategic Advisory is not accounting. It’s not bookkeeping with a fancy title. It’s the kind of high-level financial leadership typically reserved for Fortune 500 companies – brought to lower middle-market businesses at a fraction of the cost of a full-time CFO.

Our fractional CFO services provide experienced strategic guidance without the overhead of a six-figure executive hire. You get senior-level expertise focused on what matters most: growing revenue profitably, maximizing enterprise value, and building a business that works without you in it every day.

Unlike bookkeepers who’ve rebranded themselves as “fractional CFOs,” our team has managed nine-figure P&Ls, raised eight-figure institutional investments, and served as public company CFOs. We bring real strategic thinking – not just financial reporting.

The Strategic Gap

Why Accounting Alone Isn't Enough

Most small and mid-size businesses rely on their CPA for strategic financial guidance. The problem? Your tax accountant knows how to file returns and recommend year-end deductions, but that’s not strategy.

Understanding your gross margin by product line? Strategy.
Modeling growth scenarios and capital needs? Strategy.
Aligning daily operations with five-year goals? Strategy.
Building financial infrastructure that scales? Strategy.

When you treat the finance role as the last executive piece to hire, you’re making strategic decisions without financial insight. That’s like flying blind—and it’s costly.

Solomon Advisory fills this gap by providing fractional CFO services that combine strategic vision with tactical execution. We become your financial partner, not just your number cruncher.

What You Get

Comprehensive Strategic Financial Leadership

We’ve managed public company finances, raised institutional capital, and executed M&A transactions. This isn’t theoretical – it’s proven expertise. You get senior-level attention without corporate bureaucracy. We’re your strategic partner, not a vendor. 

We focus on service businesses where we can deliver maximum value: behavioral healthcare, professional services, private equity, and related sectors. Our clients regularly achieve double and triple revenue growth, with 30% increases common in year one – while simultaneously improving margins.

  1. Financial Strategy & Planning

    • Three-to-five-year strategic roadmaps
    • Reverse-engineered plans that work backward from your goals
    • Quarterly and annual planning cycles
    • Scenario modeling and sensitivity analysis

  2. Enterprise Value Enhancement

    • Profit margin optimization by product/service line
    • Revenue growth acceleration strategies
    • Cost structure analysis and efficiency improvements
    • Business model refinement for scalability

  3. Financial Modeling & Analytics

    • Custom financial models tailored to your business
    • KPI dashboards that translate numbers into action
    • Cash flow forecasting and management
    • Profitability analysis that drives decisions

  4. Growth Capital & Banking

    • Capital raise preparation and execution
    • Banking relationship management
    • Debt structure optimization
    • Credit facility negotiation support

  5. Risk Management & Compliance

    • Financial controls and internal audit frameworks
    • Risk identification and mitigation strategies
    • Insurance program review and optimization
    • Regulatory compliance oversight

  6. Leadership Team Development

    • Executive team financial literacy training
    • Board presentation preparation
    • Financial communication strategies
    • Succession planning support

Your Introduction to a Trusted Partner Awaits

Ready to Maximize Your Business Value?

Schedule a confidential consultation to discuss your goals and discover how Solomon Advisory can help you achieve them faster.

Aaron Solomon
Strategic Chief Financial Officer

Call us to Schedule:

(786) 556-3786

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