At The William Stanley CFO Group, we don’t just offer financial services - we help businesses transform uncertainty into opportunity. Whether you’re a startup gaining traction, a small business ready to scale, or an established company managing complex challenges, our tailored solutions are designed to meet you where you are and take you where you want to go.
Our services empower you to:
With transparent pricing and a proven focus on delivering measurable results, we’re here to be your trusted partner every step of the way.
We offer several distinct service lines to meet your unique needs:
| Service | Small Business Essential Services Starting at $2,500 | Foundational Advisory Services Starting at $5,000 | Executive Advisory Services Starting at $10,000 | Board Advisory Services Starting at $5,000 |
|---|---|---|---|---|
| Invitation Only | ✓ | ⊘ | ✓ | ⊘ |
| Accounting | ✓ | ✓ | ⊘ | ⊘ |
| Cash Flow Forecasting | ✓ | ✓ | ✓ | ⊘ |
| Monthly Reporting Package | ✓ | ✓ | ✓ | ⊘ |
| Strategic Advisory | Light | ✓ | ✓ | ✓ |
| Dedicated CFO Support | ⊘ | Limited | ✓ | ⊘ |
| Meeting Frequency | Quarterly | Monthly | Bi-Weekly | Monthly |
| Ideal For | Small Businesses (<$3M Revenue) Building a Financial Foundation | High Growth Companies ($3M - $10M Revenue) Seeking Strategy & Insights | High Growth Enterprises ($10M+ Revenue) Ready for Ultimate Partnership | Established Enterprises ($50M+ Revenue) Elevating Governance & Oversight |
Our Business Essential Services provide monthly accounting support, including reconciliations, payroll filings, business and personal tax prep, and financial insights. Built for small businesses ready to move beyond basic bookkeeping, this offering helps streamline operations and support confident decision-making.
Our Foundational Advisory Services bridge the gap between essential financial management and strategic growth. From ensuring accurate financial records to creating tailored budgeting, we deliver actionable insights and strategies to help your business scale with clarity and confidence.
Our Executive Advisory Services deliver the high-level financial strategy and insights of a CFO, tailored to meet your business’s unique needs. From fueling growth and optimizing cash flow to positioning your company for long-term success, we provide part-time, on-demand expertise—without the overhead of a full-time hire.
Our Board Advisory Services provide independent financial oversight, strategic insight, and governance expertise to help boards operate at the highest level. We bring an objective voice to risk management, capital allocation, and long-term financial planning—ensuring leadership has the clarity and confidence to make high-impact decisions.
