Foundational Advisory Services

What Foundational Advisory Services Can Do For You

As your partner in growth, we provide the clarity, structure, and financial expertise your business needs to build a strong foundation for sustainable success.

Our services are designed for businesses preparing to scale, seeking to strengthen their financial foundation with more robust management and strategic support. We deliver financial integrity through balance sheet management, tailored budgeting, and actionable insights—building the foundation for informed decisions and scalable growth.

With our support, you’ll gain the confidence to make informed decisions, navigate challenges, and seize new opportunities with purpose.

Discover how our Foundational Advisory Services can help you lay the groundwork for your next stage of growth.

Strengthening Your Foundation: Financial Integrity

We specialize in ensuring your financial statements are accurate, reliable, and aligned with the true state of your business. From meticulous balance sheet reconciliations—including cash, receivables, and payables—to comprehensive account reviews, we create the clarity and confidence you need to make informed decisions.

Financial Reporting That Talks the Talk (and Walks the Walk)

Say goodbye to financial guesswork. Our monthly reports give you the lowdown on your balance sheet, income statement, cash forecast, and key metrics. Plus, our MD&A takes it further by translating those numbers into clear, actionable insights—no accounting jargon, just straight talk to help you make smarter moves.

Key Metrics That Matter: Numbers You Can Actually Use

Metrics might sound like a snooze, but they’re your business’s secret weapon. We dig into the data to give you the metrics that matter—gross profit margin, days cash on hand, and more. No complicated spreadsheets, just easy-to-understand insights that tell you how your business is really doing, so you can make decisions that drive results. Think of it as your business’s pulse check, minus the stethoscope.

Transforming Numbers Into Insight: Comprehensive Financial Diagnostic & Analysis

We’ll perform a thorough analysis of what’s going on with your business financially to identify key opportunities for expense mitigation and margin optimization, making sure you’re set up for success. Leveraging industry-specific knowledge and KPIs, we’ll partner with you to create a cohesive strategy for positioning your business as a leader in the marketplace.

Strategic Cash Flow Management: Optimizing Your Cash Position

We specialize in optimizing your company's cash flow with a comprehensive suite of financial strategies. From meticulous conversion cycle optimization and expert contract renegotiations to strategic debt management and targeted cost reduction initiatives, we create efficiencies accelerating cash flow through your operations and enhancing profitability, ensuring funds are readily available when needed.

Beyond a Budget: Financial Planning, Modeling, & Implementation

Just having a budget is not enough - your business needs a practice of intelligent financials. How? Let’s develop budgets based on metric modeling and continuous performance tracking so you can make informed decisions about your financial and operational management.

Taxes Without the Tension: Stress-Free Filing

Tax season? Bring it on. We’ll prep, file, and make sure your business tax returns are buttoned up and compliant, no sweat. Our team knows all the tricks of the trade (the legal ones, of course) to help you minimize your tax burden and keep Uncle Sam happy.

Driving Thought Leadership: Engaging & Influencing Stakeholders

We translate financial performance into insights, helping you bring strategic thinking to manage the expectations of your board of directors, investors, and other key stakeholders. We don’t want inaccurate, vague, or conflicting reporting that could cost you your funding.

Formalizing Your Vision: Strategic Planning & Execution

A house of cards is easily blown over. A solid strategic business plan based on your organization's mission, vision, and values prepares your enterprise capabilities for hyper-growth. Since this is an arduous task for a lean finance team, this is where we come in to help you create that overall vision and scalable foundation.
CFO grow
You’re in that in-between stage—the one where your business has grown beyond the basics, but you’re not quite ready for a full-time finance team or executive-level advisory. You’ve got big goals, new challenges, and a million ideas, but let’s face it: spreadsheets alone won’t get you there. 

You need more, but not the whole CFO toolkit just yet. 

Our Foundational Advisory Services are built for businesses like yours—poised for growth and ready to get serious about financial clarity and strategy. We’ll handle the bookkeeping (financial integrity), help you craft a budget that actually works, and give you the insights you need to make smarter decisions and scale with purpose.

Sound like the partnership you’ve been looking for? Of course it does. Let’s get to work.

About Our Pricing

At The William Stanley CFO Group, our pricing is tailored to your organization’s unique circumstances, including size, complexity, and existing financial resources. We are committed to delivering exceptional value with tangible results, ensuring our offerings are perfectly aligned with your business’s specific needs.

We find that Foundational Advisory Services are best suited for businesses ready to elevate their financial operations, with:

  • Annual Revenues Between $3M and $10M
  • Limited Financial Resources
  • Accrual or Hybrid Basis Financials

These services are designed to provide a blend of operational and strategic support, bridging the gap between basic financial management and executive-level advisory. From gaining clarity in your financials to building a solid foundation for growth, we help you drive your business forward with confidence.

Packages are customized to meet your business’s unique needs, starting at $5,000 per month.

Looking for the clarity, structure, and insights to take your business to the next level? Let’s make it happen.

Sound Good?
Let's Talk.
CONTACT US TODAY

Frame of Reference

One Stop Shop

Full Charge Bookkeeper

The Full Charge Bookkeeper is often leveraged by small business owners, usually functioning as a one stop shop, generating Accounts Receivable, processing Accounts Payable, creating cash basis financial reports, and handling other day to day financial activities. The Full Charge Bookkeeper typically reports directly to the proprietor.

  • 3+ Years Experience
$65k - $95k

Salary + Bonus + Burden

Grinder

Senior Accountant

The Senior Accountant leads month end close, reconciling balance sheet accounts, ensuring transactions are properly recorded, before producing accrual based financial statements for secondary review. The Senior Accountant typically reports to the Controller, and is one of several accountants on the team.

  • Bachelor's Degree in Accounting
  • 5+ Years Experience
$100k - $115k

Salary + Bonus + Burden

Super Grinder

Controller

The Controller leads and directs the accounting team and corresponding functions, establishing and maintaining the organization's systems, procedures, and policies. This highly specialized role, also responsible for treasury and external financial reviews and/or audits, reports directly to the CFO, and is integral to the Accounting Department's overall success.

  • Bachelor's Degree in Accounting
  • CPA Preferred
  • 10+ Years Progressive Experience
$175k - $250k

Salary + Bonus + Burden

Finance Guy

Director of FP&A

The Director of Financial Planning and Analysis leads and directs the annual budgeting, forecasting, and strategic business analysis, developing insightful suggestions to facilitate strategic business decisions. This highly specialized role, often also responsible for various forms of automations and Business Intelligence, reports directly to the CFO and is integral to the Finance Department's overall success.

  • Bachelor's Degree in Accounting or Finance
  • Master's Degree Preferred
  • 8+ Years Experience
$175k - $250k

Salary + Bonus + Burden

Partner

Chief Financial Officer

The Chief Financial Officer develops and implements the company's financial strategy, hedging risk (including ins & legal), and managing controls, capital, and treasury. Over the years, the CFO's role has evolved beyond "just the numbers" to that of an integral business partner and facilitator. Reporting directly to the CEO, the CFO is responsible for operationalizing the CEO's vision.

  • Bachelor's Degree
  • Master's Degree + CPA Required
  • 15+ Years Progressive Experience
$300k - $500k

Salary + Bonus + Burden

Customized Financial Expertise

So, now you know. Hiring full-time senior finance professionals - Controllers, Directors of FP&A, or CFOs - requires significant financial resources. And, we recognize that many organizations simply do not have the budget for such positions. Yet, they still require expert CFO services to thrive.

That's where our Foundational Advisory Services come in. Offering custom solutions that deliver exceptional value. Partnering with The William Stanley CFO Group allows you to tap into our extensive experience, industry knowledge, and strategic insights without the burden of hefty salaries and benefits packages. We are dedicated to delivering optimal value and meaningful returns, ensuring that your organization is positioned for success.

Contact us today to learn how The William Stanley CFO Group can provide customized solutions your organization needs to succeed in today's competitive landscape.

Sound Good? Let’s Talk.
CONTACT US TODAY

Contact Us

We’d love to hear from you so we can provide you with an experienced CFO perspective you can trust. Fill out the form or give us a call at (813) 710-9327. We’ll be in touch with you shortly to discuss your business needs.

    Tampa Bay Chamber Small Business of the Year Winner Startup

    1315 S Howard Ave Suite 201,
    Tampa, FL 33606
    (813) 710-9327

    Email:
    [email protected]

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