Budd Advisory Group is a licensed CPA and financial strategist dedicated to helping small businesses achieve sustainable growth.
Have a question or concerned about your business’s financial situation? Schedule a call with us today.
Service Details
Growing a business requires more than just managing day-to-day finances. It takes strategic financial leadership, forward-thinking planning, and data-driven decision-making to achieve sustainable success. That’s where Budd Advisory Group’s Fractional CFO Services come in.
Our Fractional CFO Services provide the expertise of a full-time CFO—without the full-time expense. We help small and mid-sized businesses develop KPIs, optimize cash flow, analyze profitability, and create financial strategies to drive growth and profitability.
Key Performance Indicators (KPIs) provide insight into your business’s health and performance. But without the right KPIs, you could be tracking the wrong metrics and making poor financial decisions. We help you:
With the right KPIs in place, you can make smarter, more strategic decisions that drive business success.
Not all customers contribute equally to your bottom line. Some clients generate high profit margins, while others may be costing you money. Our customer profitability analysis helps you:
By understanding where your real profits come from, you can optimize your business strategy and revenue streams.
Pricing can make or break a business. If your prices are too low, you leave money on the table. If they’re too high, you risk losing customers. Our pricing analysis helps you:
Cash flow is the lifeblood of any business. A profitable company can still fail with improper cash flow management. Our cash flow optimization services ensure you:
By optimizing cash flow, your business remains financially stable and ready for growth.
Successful businesses don’t just react—they plan ahead. Our budgeting and forecasting services help you streamline your operations:
We provide the financial roadmap you need to confidently navigate your business’s future.
Every business needs a long-term financial strategy. Whether you’re planning for expansion, raising capital, or increasing profitability, our financial strategy and planning services help you:
We provide the financial roadmap you need to confidently navigate your business’s future.
Numbers don’t lie—but they need interpretation. Our monthly business review gives you an expert financial check-up to ensure your company is on track. We provide:
With regular financial reviews, you stay proactive, informed, and in control.
Hiring a full-time CFO can cost $250K+ per year, which is unrealistic for many small businesses. Our Fractional CFO Services give you top-tier financial expertise at a fraction of the cost.
With Budd Advisory Group, you get:
A Fractional CFO isn’t just for struggling businesses—it’s for companies that want to grow smarter and stronger.
We work with small and mid-sized businesses across industries that need expert financial guidance but aren’t ready for a full-time CFO. Our clients include:
If your business needs financial expertise to scale, grow, and succeed, a Fractional CFO is the perfect solution.
Our team has years of experience helping businesses achieve financial stability and growth through proven strategies and data-driven insights.
We tailor our services to your business needs, ensuring that you get the right financial guidance at the right time.
Get executive-level financial expertise without the overhead of a full-time CFO, saving your business money while still achieving financial excellence.
We don’t just crunch numbers—we help you understand them and use them to make better decisions, drive growth, and increase profitability.
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