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Strategic Financial Leadership for Growing Businesses

Fractional CFO services for owner-led companies ($2M–$20M) that need clear financial direction, structured growth planning, and confident decision-making.

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Built for Owner-Led Businesses That Are Scaling

Typically serving owner-led businesses between $2M–$20M in annual revenue.

Green Ledger Advisory works with established, owner-led businesses that are growing—but lack clear financial visibility and structure. Common challenges include:

  • Limited visibility into cash flow and future position
  • Uncertainty around how fast the business can grow
  • Financial reports that don’t translate into decisions
  • No strategic financial partner at the leadership level
Modern Conference Room
WHAT WE DO

Ongoing Financial Leadership, Not Just Reporting

Green Ledger Advisory provides structured, forward-looking financial guidance to support growth and decision-making.

Financial Strategy & Decision Support

Guidance on hiring, pricing, expansion, and key business decisions.

Cash Flow & Forecasting

Forward-looking visibility to plan ahead and avoid surprises.

KPI Tracking & Performance Management

Simple, relevant metrics that highlight what’s working and what needs attention.

Monthly Financial Review

Clear insights and recommendations—not just reports.

Our Strategic Services

Growth CFO

Starting at $4,000/month

  • Monthly financial review
  • KPI dashboard and insights
  • 6-month cash flow visibility
  • 60-minute monthly strategy call
  • Email support (48-hour response)
Strategic CFO

Custom Engagement

  • 12-month rolling forecast
  • Weekly scheduled availability
  • Participation in leadership, banker, and CPA discussions
  • Deeper involvement in growth strategy

Engagements are customized based on business complexity and needs.

HOW IT WORKS

Simple, Structured, and Focused

Each month follows a consistent, structured approach:

  • Review financial performance
  • Track key metrics
  • Identify risks and opportunities
  • Align on next steps and priorities

The focus remains on what drives growth—without unnecessary complexity.

Calculator And Pen
WHY GREEN LEDGER

Straightforward Financial Leadership

Green Ledger Advisory focuses on clarity, structure, and practical guidance.

  • No unnecessary complexity
  • No overbuilt reporting
  • No distractions from what matters

The goal is simple: provide clear financial direction so better decisions can be made, faster.

Schedule a Consultation

Initial conversations are focused on understanding your business, current challenges, and where strategic financial support can add value.

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STRATEGIC GROWTH • FINANCIAL CLARITY • OWNER-LED MASTERY

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