When Clarity Begins, Strategy Accelerates
You're scaling fast—but your numbers are slow, your strategy feels fuzzy, and your team is stuck in reactive mode. At My Advantage CFO, we provide the structure, clarity, and strategic edge that growing businesses need to scale with confidence.
The Problems We Solve
Inaccurate Financial Reporting
Late or incomplete financial data that prevents informed decision-making.
No Clear Cash Forecast
Missing strategic financial models to guide your growth.
Disconnected Team Execution
Lack of accountability and alignment around key goals.
Inexperienced Finance Team
Finance staff that lacks direction or strategic experience.
Our 4 Pillars of Support
Coaching for CEOs
Leadership alignment and execution
Strategic CFO Expertise
Financial leadership and decision support
FP&A Services
Forward-looking insights and planning
Outsourced Finance & Accounting
Clean, consistent, GAAP-ready books
We bring financial clarity, operational rhythm, and strategic focus to $5M-$20M companies—so you can scale with confidence.
Outsourced Finance and Accounting
The Problem
"We don't trust our numbers or know where cash is going."
Late, disorganized books affect everything—decision-making, investor trust, and strategic planning.
Core Services
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Clean, GAAP-ready books and transactions
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Accelerated monthly closes
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Standardized reporting processes
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Audit & tax preparation support
Special Projects
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Accounting system cleanup
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Process optimization
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Internal controls setup
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Financial documentation standardization
Your Outcome
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Financial accuracy, reporting consistency, and peace of mind.
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Focus on growth while we handle the foundation.
FP&A Services
KPI Dashboard & Reporting
Real-time visibility and smarter reporting that gives you the metrics that matter most.
Financial Forecasting
Model the future with clarity through scenario planning that prepares you for what's ahead.
Revenue Forecasting Model
Project growth, hiring, and capital needs with confidence based on reliable data.
You don't just need numbers—you need a roadmap. Our FP&A services help you look ahead and make smart, data-driven decisions.
Strategic CFO Expertise
Finance Team Coaching
Mentor and elevate your existing finance staff to perform at their best.
Capital Raise Readiness
Ensure you're prepared for due diligence and pitch success.
Finance Team Roadmap
Build the right team structure for your next growth stage.
A growing business needs more than clean books—it needs financial leadership and decision support. That's where we come in.
Coaching for CEOs & Leadership Teams
Leadership Alignment
Fast-track vision and strategic alignment
Quarterly Planning
Facilitate goal setting and tracking
Quarterly Planning
Facilitate goal setting and tracking
Even great strategies fail without execution. We coach leadership teams to build operating rhythm, clarity, and accountability.
Execution Focus
Build habits that drive results
A Clear Path Forward
Book a Discovery Call
Fast-track vision and strategic alignment
Get a Tailored Roadmap
Receive a customized plan based on where you are and where you're going.
Scale with Confidence
Grow your business with clarity, financial insight, and strategic alignment.
Ready to Scale with Clarity?
Financial Clarity
Get the numbers and insights you need to make confident decisions.
Team Alignment
Build a team that executes with focus and accountability.
Strategic Growth
Scale your business with a clear roadmap and financial strategy.
You shouldn't have to scale your business in the dark. Let's create a system that gives you insight, alignment, and momentum.
Take the First Step Today
4
Support Pillars
Comprehensive solutions for your financial leadership needs
$3M-$20M
Client Size
Ideal for growing companies ready for the next level
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Simple Steps
Clear process to get you from confusion to clarity
Book your discovery call today and start your journey toward financial clarity and strategic growth.