FilingSense logo FilingSense

Business Advisory

Strategic finance for clarity and growth—budgeting, cash‑flow, pricing, KPI dashboards, and board‑ready reporting.

FP&A Budget & Forecast Unit Economics Pricing Strategy Fundraise Prep

Financial Planning & Analysis

  • Annual budget & rolling forecasts
  • Scenario analysis & sensitivity
  • Monthly KPI dashboard (MRR/ARPU, CAC/LTV, GM%)
  • Board & investor reporting packs

Profitability & Pricing

  • Unit economics & margin bridge
  • SKU/service pricing & discount policy
  • Cost controls & vendor rationalization
  • Make‑buy‑partner analysis

Cash Flow & Fundraising

  • 13‑week cash‑flow model
  • Working capital playbook
  • Data room checklist & metrics
  • Pitch & financial model review

How we engage

Best for early stage

Advisory Lite

Monthly review of KPIs, cash‑flow, and action items.

  • Monthly 60‑min review
  • Basic KPI dashboard
  • Email/WhatsApp support
Most popular

Fractional CFO

Hands‑on FP&A, pricing, and board reporting.

  • Weekly finance cadence
  • Budget, forecast & scenarios
  • Investor/board pack prep
Time‑bound

Project‑based

Specific outcomes—pricing, model build, or fundraise prep.

  • Clear scope & milestones
  • Fixed fee or capped T&M
  • Playbooks & handover

Our process

1

Diagnostic

Understand business model, data sources, and goals.

2

Model & KPIs

Build driver‑based model and define KPIs that matter.

3

Operate

Monthly forecasts, variance analysis, pricing and margin work.

4

Review

Board‑ready packs and quarterly strategy refresh.

Where we help most

Scaling sales but thin margins

Margin waterfall, pricing policy, discount governance.

Uncertain runway

13‑week cash view, burn targets, collections playbook.

Fundraise readiness

Data room, metrics, credible financial model & narrative.

Want a CFO‑level view without hiring full‑time?

Share your last 3 months’ P&L and we’ll recommend the right engagement.

Get a Custom Plan WhatsApp Us

FAQs

What inputs do you need to start? ▾
Last 6–12 months financials (P&L, BS), key drivers (pricing, costs), sales pipeline and team plan.
Do you join investor/board calls? ▾
Yes—under Fractional CFO we prepare the pack and can present highlights and risks.
Can you coordinate with our accounting/tax team? ▾
Absolutely. We plug into your accounting and tax cadence to keep numbers consistent.