Our Service

CFO Advisory Services

Strategic financial leadership on demand

Cashflow forecasts, budgets, and investor-ready insights. Make data-driven decisions and scale with confidence. Your CFO on demand, whenever you need strategic financial guidance.

First Principles

What is CFO advisory, really?

CFO advisory is strategic financial leadership—turning numbers into insights, insights into strategy, and strategy into growth. It's about making informed decisions based on financial data.

1

Financial Analysis

We analyze your historical financial data, identify trends, and understand your business model. We see what's working and what needs attention.

2

Forecasting & Planning

We build cash flow forecasts, budget models, and financial projections. See 12 months ahead and plan for growth, funding, or challenges.

3

Strategic Planning

We translate numbers into strategy. Whether it's fundraising, expansion, or optimization, we provide the financial roadmap.

4

Ongoing Advisory

Regular check-ins, strategic guidance, and financial decision support. Your CFO on demand, whenever you need strategic financial advice.

Why It Matters

The cost of flying blind

See what happens without strategic financial leadership

Without CFO Advisory

  • No visibility into future cash flow
  • Making decisions based on gut feeling
  • Unprepared for investor due diligence
  • Cash flow crises that could have been avoided
  • Missing growth opportunities
  • No strategic financial roadmap

With Our CFO Services

  • 12-month cash flow forecasts
  • Data-driven strategic decisions
  • Investor-ready financials on demand
  • Proactive cash flow management
  • Strategic growth planning
  • Clear financial roadmap
Our Approach

How we solve real problems

Real scenarios from businesses like yours

Fundraising Preparation

Series A Round

The Problem: A tech startup wanted to raise Series A but their financials were incomplete. Investors asked for detailed financial models, unit economics, and growth projections they couldn't produce.

Our Solution

Built comprehensive financial models, calculated unit economics, and created investor-ready financial packages. Prepared them for due diligence with all documentation. They successfully raised RM 5M Series A.

Cash Flow Crisis

Urgent Management

The Problem: A growing business suddenly ran out of cash. They didn't see it coming and couldn't pay suppliers or salaries. They needed immediate cash flow management and a recovery plan.

Our Solution

Analyzed their cash flow, identified the root cause, and created a 90-day recovery plan. Negotiated payment terms with suppliers, optimized collections, and secured bridge funding. They're now cash-flow positive with 6-month runway.

Growth Strategy

Scaling Planning

The Problem: A profitable business wanted to expand but didn't know if they could afford it. They needed to understand the financial impact of hiring, opening new locations, or launching new products.

Our Solution

Built financial models for different growth scenarios. Showed them exactly how much capital they needed, when they'd break even, and what the ROI would be. They expanded confidently and hit profitability targets.

Investor Reporting

Board Presentations

The Problem: A funded startup struggled to produce board-ready financial reports. Their investors wanted monthly financial updates, KPIs, and strategic insights they couldn't deliver.

Our Solution

Set up automated monthly financial reporting with KPIs, variance analysis, and strategic insights. Now they deliver board-ready reports on time, every month. Investors are impressed with their financial discipline.

Results

What you'll achieve

Measurable outcomes from our CFO advisory service

12mo
Cash Flow Forecast
See your financial future 12 months ahead
100%
Investor Ready
Financials ready for due diligence anytime
24h
Strategic Response
Quick answers to strategic financial questions
RM 5M+
Funds Raised
Average funding raised with our support
Why Choose Us

More than just accounting

What makes our CFO approach different

Strategic Forecasting

We build sophisticated financial models that help you see the future. Plan for growth, funding, or challenges with confidence.

Chartered Accountant CFO

Real CFO expertise, not just financial analysis. We understand Malaysian business and can guide strategic decisions.

Investor-Ready Financials

We prepare financial packages that investors expect. Due diligence ready, always. Raise funding with confidence.

Strategic Planning

We translate numbers into strategy. Whether it's expansion, optimization, or fundraising, we provide the roadmap.

Cash Flow Management

Proactive cash flow forecasting and management. Never run out of cash unexpectedly. Plan ahead and stay liquid.

Ongoing Advisory

Regular check-ins and strategic guidance. Your CFO on demand, whenever you need financial decision support.

Pricing

Flexible CFO pricing

Monthly retainer or project-based. Choose what works for your needs.

Project-Based
RM 5,000 /project

One-time strategic projects

  • Financial model building
  • Cash flow forecasting
  • Investor deck preparation
  • Strategic planning
  • Due diligence support
Get started

Need custom CFO services? Contact us for a tailored solution.

Ready for strategic financial leadership?

Book a free 30-minute consultation. We'll review your financial situation and show you how CFO advisory can accelerate your growth.

Schedule a free call

Schedule a free consultation