Executive Advisory Services

What Executive Advisory Services Can Do For You

As your strategic partner, we provide the financial clarity, high-level insights, and strategic expertise that drive exceptional results, helping founders achieve their boldest visions.

Our services are ideal for businesses with a full-time financial resource, like a Controller or Director of Finance, managing daily operations. We deliver strategic leadership, actionable insights, and forward-looking strategies to drive growth and profitability.

With a proven track record of delivering exceptional results—achieving a $1.5M return for every $100K invested—we uncover what’s missing, position your business for long-term success, and ensure you scale with confidence and clarity.

Due to the highly specialized nature of these services, Executive Advisory engagements are available by invitation only, ensuring we can fully commit to driving transformational outcomes for the businesses we serve.

Discover how our Executive Advisory Services can help you unlock your business's full potential.

Executive leader in a modern workspace—representing advanced cash flow strategy, debt optimization, and conversion cycle efficiency led by fractional CFO expertise

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.
Business executives conducting strategic financial review—symbolizing comprehensive diagnostics and insight-driven decision-making

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.
Executive team reviewing financial models and planning for scalable growth—highlighting strategic budgeting and metric-driven forecasting

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.
Confident executive presenting financing options—symbolizing strategic funding support and capital procurement solutions led by a fractional CFO

Securing Your Funding: Strategic Financing Procurement & Solutions

Cash makes the world go 'round, but dealing with potential lenders? Not so much. Let us handle the nitty-gritty of securing your loans or lines of credit. Whether it's traditional financing, or working capital LOCs, we’ll navigate the red tape, negotiate terms, and do the legwork, ensuring you get the funding you need with minimal hassle.
Financial advisor supporting executive through tax and audit planning—representing expert compliance liaison services for CFO-level oversight

Navigating Compliance: Expert Tax & Audit Liaison Services

Nobody likes auditing. Except for auditors. Let us take tax and audit activities off your hands. We collaborate with professional partners to ensure smooth engagements, dealing with any headaches and obstacles to drive an appropriate outcome.
Executive reviewing ERP dashboards—symbolizing system integration and implementation services that streamline operations and scale enterprise growth

Seamless Systems: Comprehensive ERP Implementation & Integration

Sorting through software complexities can feel like navigating a maze. Let us handle the intricacies of ERP implementation for you. We specialize in simplifying the process, working closely with your team to seamlessly integrate new systems that propel your business forward.
Finance leaders receiving mentorship and guidance—symbolizing executive-level CFO coaching for emerging talent and in-house development

CFO Grow: Mentorship & Development for Emerging Finance Leaders

We all know. The most valuable resources are the ones you cultivate in house. But, it can be difficult to grow your talented Controller or VP of Finance without collaboration from an experienced CFO. That's where we come in. Partnering, mentoring, and coaching your talented resource. Developing them into the key financial expert your organization needs.
Executive team aligned around M&A planning—representing transaction strategy, due diligence, and seamless post-acquisition integration

Enabling Scale: M&A Strategy & Seamless Integrations

Consider us your co-pilot in leading the acquisition or divestiture, ensuring every step is executed with precision and purpose. This includes strategy development, transaction structure, due diligence, and integration or succession planning. From identifying opportunities to navigating complex negotiations, we provide the expertise and clarity needed to drive a successful outcome.
Executives discussing turnaround strategy—symbolizing crisis management, debt restructuring, and strategic recovery support

Putting Out the Fire: Turnarounds & Crisis Management

We specialize in transforming underperforming organizations. Turnarounds are possible to overcome financial challenges through product line diversification, pricing optimization, debt restructuring, cost reductions, and more. This involves creating a strategy, roadmap, and implementation plan.
Executive microphones at a board presentation—symbolizing strategic financial storytelling and stakeholder engagement at the highest level

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.
Team aligned around a shared vision—representing strategic planning and executive-level financial execution guided by a fractional CFO

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.
Executive team conducting financial review—symbolizing board-level oversight and operational guidance to ensure compliance and best practices

Strengthening Your Foundation: Financial Review & Guidance

Relying on a single finance resource (Controller, Director of Finance)? Even the most capable professional benefits from expert guidance to ensure processes are compliant and aligned with best practices. We provide a collaborative review of your financial operations to strengthen your foundation and position your business for future success.
Executive partners reviewing financial strategy together—symbolizing high-impact fractional CFO support that drives scalable growth and strategic decision-making
You’re not just running a business - you’re steering a ship, setting the course, and pushing forward toward bigger, bolder goals. But let’s be real: growth brings complexity, and there’s only so much you can handle on your own. That’s where we come in.

Our Executive Advisory Services are designed for visionary leaders who need strategic financial guidance without the full-time commitment. We step in as your partner, helping you optimize cash flow, make data-driven decisions, and navigate financial complexities - so you can focus on leading your business to its next big milestone.

And, we're really good at it. With clients realizing a $1.5M return for every $100k invested with our firm.

Want to learn more about how we can fast-track your business's financial success? Of course you do.

About Our Pricing

At The William Stanley CFO Group, our pricing is tailored to your organization’s unique circumstances, including size, complexity, and existing Finance Department structure. We are committed to delivering exceptional value with tangible results, providing solutions that align with your organization’s strategic goals and growth trajectory.

We find that Executive Advisory Services are best suited for organizations in high-growth mode, with:

  • Annual Revenues Between $10M and $100M
  • Lean Finance Departments
  • A Need for Strategic Financial Leadership to Navigate Complexity

These services are designed to deliver ongoing, high-level financial strategy and operational support. From optimizing financial performance to navigating opportunities and mitigating risks, we serve as a trusted partner in driving sustainable growth and empowering your leadership team to make informed decisions with confidence.

Packages are tailored to meet your business’s unique needs, starting at $10,000 per month.

Take the next step toward elevating your financial strategy and ensuring long-term success.

Michelle Delker, founder of The William Stanley CFO Group, providing executive-level fractional CFO services to high-growth companies navigating complex financial strategy
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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 Executive 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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