Financial Advisory & Part-Time CFO Services for growing businesses

CFO-level strategic guidance without the full-time cost - controller services, KPI analysis, cash-flow management, M&A support, and financial modelling from senior accounting professionals.

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What's included

A complete, senior-reviewed advisory engagement - scoped to your volume and your stack.

Part-time CFO

Strategic financial leadership, board reporting, and growth planning.

Controller services

Monthly closing entries, accruals, and financial statement review.

KPI analysis

The handful of numbers that actually drive your business, tracked monthly.

Cash-flow management

Weekly projections and working-capital discipline.

M&A & valuation

Due-diligence support, business valuation, and deal modelling.

Financial modelling

Scenario models for pricing, hiring, expansion, and fundraising.

Results our clients count on

Real numbers from how we run engagements - not adjectives.

75%average cost savings vs. in-house
99.8%accuracy rate across engagements
98%client retention
500+businesses supported

Why teams choose DiligenceOS for advisory

 

CFO insight, fractional cost

Senior financial leadership for a fraction of a $250k+ full-time hire.

Decision-ready reporting

Numbers arrive with analysis and a recommendation, not just a spreadsheet.

Scales with you

From a few hours of controller review to a full fractional-CFO engagement.

“Our fractional CFO from DiligenceOS rebuilt our pricing model and found margin we did not know we had. Board meetings went from stressful to straightforward.”
- Founder, SaaS company (placeholder - replace with a real client quote)

Frequently asked questions

 

What does a part-time CFO cost compared to a full-time hire?

A fractional CFO engagement typically costs a small fraction of a full-time CFO's salary, benefits, and equity. You get senior expertise scoped to the hours your business actually needs.

What is the difference between controller and CFO services?

Controller services look backward - accurate closes, statements, and controls. CFO services look forward - strategy, forecasting, fundraising, and growth decisions. Most clients start with controller work and layer CFO support as they grow.

Do you support fundraising and M&A?

Yes. We prepare data rooms, build financial models, support due diligence, and produce valuations for raises, acquisitions, and exits.

Get a fixed quote for advisory

A free 30-minute call with a senior accountant: we review how it runs today, estimate your savings, and give you a clear plan - whether or not we work together.