Strategic finance for your next major move.
Know the numbers.
Design the strategy.
Make the move.
Finance Savvy CEO® helps owner-led businesses make high-stakes financial decisions with clarity — from raising capital and navigating growth to buying, expanding, or preparing to sell a business.
- Built for established businesses typically generating $1M–$25M in revenue.
AS SEEN IN
You don't need more financial reports. You need to know what to do next.
Your bookkeeper can tell you what happened.
Your CPA can help you understand taxes and historical financial reporting.
You need more than reporting. You need financial strategy.
But when the question becomes:
- Can we afford to hire?
- Should we open another location?
- How much capital should we raise?
- Can the business support the debt?
- Is this acquisition actually a good deal?
Reporting tells you what happened.
Strategic finance helps you decide what happens next.
What are you trying to do next?
Raise Capital
You need funding — and your financials, strategy, and story need to withstand scrutiny. Finance Savvy CEO helps determine how much capital you need, what the business can support, how the opportunity should be positioned, and what needs to be strengthened before you approach capital providers. When appropriate, we can also connect you with lenders and capital partners in our network and support you through the financing process.
Make a Better Growth Decision
You're growing, but the numbers aren't giving you enough confidence to act. Finance Savvy CEO brings forecasting, financial analysis, scenario planning, and CFO-level judgment to the decisions that matter.
Buy a Business
Before you buy a business, understand what you’re actually buying. We help evaluate earnings, cash flow, debt capacity, purchase economics, downside risk, and the financial implications of the deal.
Prepare to Sell
You’ve built value. Now make sure the financial story supports it. We help owners strengthen reporting, normalize earnings, prepare for diligence, and understand the financial factors that can influence a transaction.
The Finance Savvy CEO® Method
01
Know the numbers.
Major decisions require reliable financial information. We assess what’s working, what’s missing, and whether the current financial infrastructure is strong enough for the decision ahead. If the books, reporting, close process, or underlying financial data need to be strengthened first, we help address what is necessary.
02
Design the strategy.
Once the numbers are clear, we turn them into a plan. We model the options, pressure-test assumptions, evaluate tradeoffs, and help determine the financial path that best supports the business objective.
03
Make the move.
Then we help you execute. That may mean raising capital, navigating underwriting, making an acquisition, preparing for a sale, expanding operations, or implementing the financial plan behind your next stage of growth.
What We Do
Financial Infrastructure
Build a foundation you can trust.
When the current financial setup isn’t strong enough for where the business is going, we help strengthen it. This may include financial cleanup, management reporting, monthly close support, bookkeeping oversight or support, balance sheet integrity, controller-level review, and financial processes and controls.
When the current financial setup isn’t strong enough for where the business is going, we help strengthen it. This may include financial cleanup, management reporting, monthly close support, bookkeeping oversight or support, balance sheet integrity, controller-level review, and financial processes and controls.
Strategic Finance
Turn the numbers into a plan.
We provide the financial visibility and CFO-level thinking behind major business decisions, including forecasting, cash strategy, scenario modeling, profitability analysis, KPI visibility, hiring and investment decisions, expansion planning, enterprise value strategy, and executive financial decision support.
We provide the financial visibility and CFO-level thinking behind major business decisions, including forecasting, cash strategy, scenario modeling, profitability analysis, KPI visibility, hiring and investment decisions, expansion planning, enterprise value strategy, and executive financial decision support.
Capital
Get ready. Get connected.
Navigate the process. We help businesses prepare for capital before they begin applying everywhere, including readiness, debt-capacity analysis, capital strategy, use-of-funds planning, forecasting, package preparation, normalized earnings analysis, lender introductions, underwriting support, diligence, and financing execution.
Navigate the process. We help businesses prepare for capital before they begin applying everywhere, including readiness, debt-capacity analysis, capital strategy, use-of-funds planning, forecasting, package preparation, normalized earnings analysis, lender introductions, underwriting support, diligence, and financing execution.
Deals
Understand the economics before you buy or sell.
We provide strategic financial support around acquisitions and exits, including financial diligence, acquisition modeling, normalized EBITDA analysis, debt capacity, purchase-price scenarios, downside modeling, working-capital analysis, exit readiness, buyer diligence support, and transaction CFO advisory.
We provide strategic financial support around acquisitions and exits, including financial diligence, acquisition modeling, normalized EBITDA analysis, debt capacity, purchase-price scenarios, downside modeling, working-capital analysis, exit readiness, buyer diligence support, and transaction CFO advisory.
The goal isn’t bookkeeping for bookkeeping’s sake. It’s making sure the numbers are strong enough to support the next move.
Need capital? Start with the numbers.
Most businesses start by asking:
“Who can lend me the money?”
We start with:
“What does the business actually need, what can it support, and what will a capital provider see?”
1
Assess
We review financial readiness, debt capacity, cash needs, existing obligations, and potential red flags.
2
Strategize
We help determine the amount, structure, use of funds, and type of capital that may best fit the business.
3
Prepare
We strengthen the financial case and help assemble the forecasts, financial package, lender narrative, and diligence materials.
4
Connect
When appropriate, we can make introductions to lenders and capital partners within our network.
5
Navigate
We support the business through underwriting questions, financial requests, diligence, model updates, and financing execution.
All financing decisions are made independently by third-party capital providers. Introductions do not guarantee approval or funding.
Already have a bookkeeper or CPA?
Great. Finance Savvy CEO doesn’t need to replace them.
We can work alongside your existing bookkeeping and tax team and focus on the financial strategy, analysis, forecasting, and decision support they may not provide. And if the underlying financial infrastructure needs to be strengthened before you can make the next move, we can help address that too.
Why Choose
Finance Savvy CEO®
Not Just Another CFO Service—Your Strategic Partner in Growth
Unlike traditional CFO firms that focus only on compliance, taxes, and reporting, Finance Savvy CEO® goes deeper. We combine financial expertise with CEO leadership coaching to help you:
- Develop forecasts investors actually trust.
- Understand the story behind your numbers.
- Lead your business with confidence, not confusion.
- Learn how to not only read the numbers, but to use them to drive strategy and capital growth.
As a recognized financial partner and fractional CFO keynote speaker for corporations and government organizations alike, we bring real-world financial leadership insights from the stage directly into your business strategy.
Our Core Financial Services
We provide solutions designed to help you manage your finances with clarity and confidence.
Strategic financial leadership without the full-time cost. Scale smarter, forecast confidently.
Custom-hosted trainings designed to demystify your numbers, build financial confidence, and turn strategy into success.
Custom-built forecasts and action plans that align your financial roadmap with your growth goals.
Membership & Ongoing Support
Become a Finance Savvy CEO® Insider
Our membership program provides ongoing financial coaching, tools, and accountability designed to help high growth CEOs lead boldly and grow sustainably.
Download the 10 Things Investors Want to Know About Your Finances Before Investing in Your Business
START LEARNING
Free Resources
We equip CEOs with the knowledge, tools, and insights to master their numbers.
LISTEN TO OUR PODCAST
Strategies for scaling with confidence
READ OUR LATEST BLOG POST
Insights for service-based CEOs
RESOURCES WE LOVE TO USE
Investor-ready models and resources
Shop Templates & Tools
Investor-ready models and resources
SUCCESS STORIES FROM BUSINESS OWNERS LIKE YOU
Marguerite helped us build a financial process that will be a cornerstone to managing our operations in the future. Her expertise is astounding, she has a way to reduce any mini panic attacks for anyone who isn’t comfortable with numbers and managing the financial aspects of their company. We appreciated all of help and support. Marguerite, thanks again!
Linda G.
Founder & CEO, Dani Lin
You’ll be happy to know that I’m only using the profit playbook spreadsheets only at this point with no other external automated services:) Working with you was the best investment I made last year.
Dr. Kala Fleming
Founder & CEO, Diaspora AI
You are the best at what you do, so you always create winners. I can’t thank you enough for how much I have grown.
Deborah D
Founder & CEO, Textures of the Soul
Frequently Asked Questions
A Fractional CFO provides strategic financial leadership without the cost of a full-time hire. At Finance Savvy CEO®, we act as your financial partner—building financial forecasts, managing and improving cash flow, preparing investor-ready reports, and guiding CEOs through growth, funding, or exit decisions. Unlike bookkeepers or accountants, we focus on go forward strategy, not just reporting on the past.
Simply book a consultation through our website. We’ll discuss your business needs and recommend the best services to support your financial goals.
All our services are available virtually and we also travel world-wide for in person opportunities, allowing us to support clients across the U.S. and globally with flexible, high-impact financial solutions.
We have over 19 years of financial expertise, combining corporate, small business, and entrepreneurial finance experience with personalized support for our CEOs. We focus on making finance understandable, strategic, and aligned with your business goals.
We support both early-stage startups and established businesses alike. Whether you’re building from the ground up or looking to optimize your financial operations, our services are customized to meet your specific needs.
Ready to Scale With Confidence?
Finance Savvy CEO® empowers ambitious CEOs with the clarity, direction, and financial strategy to grow profitably and attract capital.
Whether through 1:1 advisory or as a sought-after keynote speaker, our mission is the same: to help CEOs show their money who’s boss.