What Are CFO Advisory Services — And When Does Your Business Need Them?

As businesses grow, their financial needs grow with them. But hiring a full-time CFO isn’t always the right move—especially for startups, small companies, or businesses in transition.

That’s where CFO advisory services come in.

CFO advisory offers executive-level financial support on a flexible, scalable basis—without the cost or commitment of a full-time hire. It’s a practical way to bring strategic insight, structure, and planning into your business without overextending your resources.



In this guide, we’ll break down what CFO advisory services include, when they make sense, and how Presti & Naegele’s CFO Advisory Services help businesses grow with confidence and clarity.

When Does It Make Sense to Bring in a CFO Advisor?

If you're asking whether it’s time to bring in CFO support, here are some common signs:

🚩 You're growing quickly—but lack financial clarity

Revenue is rising, but cash feels tight. You’re hiring, expanding, or taking on new clients—but unsure how it all connects financially.

🚩 You’re preparing for investment or funding

You need to present clean numbers, accurate projections, and a compelling case to banks or investors.

🚩 You're launching a new product, service, or market entry

Major decisions carry major risks. Strategic financial input helps assess the potential and prepare accordingly.

🚩 Your current systems can’t keep up

Reports are late, numbers don’t add up, and financial decisions are reactive—not proactive.

🚩 You’re considering a merger, acquisition, or exit

You need support through due diligence, financial modeling, and valuation analysis.

Presti & Naegele works with clients in these exact situations—bringing structure, clarity, and guidance at the moments it matters most.

Who Can Benefit from CFO Advisory Services?

While any business can benefit from experienced financial oversight, CFO advisory services are particularly valuable for:

Startups

Need help establishing structure, securing funding, or planning growth? A part-time CFO can guide you without stretching your team or budget.

Growing Companies

Revenue is increasing, and decisions are getting more complex—but hiring a full-time executive doesn’t make sense yet.

Founders and Business Owners

You’re focused on running the company, but need strategic financial insight to make informed decisions.

Companies Preparing for Exit or Sale

Accurate records, strong reporting, and expert guidance can increase valuation and streamline the process.

Presti & Naegele provides tailored CFO support to businesses in all of these categories—matching services to each company’s stage and needs.

How Presti & Naegele Supports You as a CFO Partner

With over 40 years of experience, we’ve helped businesses navigate everything from early-stage funding to expansion, mergers, and long-term planning. Our CFO advisory services are designed to be strategic, proactive, and fully integrated with your business goals.

Here’s what sets Presti & Naegele apart:

• We build relationships, not just reports – We learn your business inside and out to provide meaningful support.
• We’re objective and forward-looking – Our insights help you move forward with clarity and confidence.
• We integrate with your team – Whether it’s collaborating with internal staff or external partners, we fit into your structure, not the other way around.
• We scale with you – As your needs grow, our support can grow alongside you.

You don’t just get numbers—you get strategic insight and a reliable partner who’s focused on helping your business succeed.

What to Expect When Starting CFO Advisory Services

Our process is built to deliver clarity and momentum from day one.

Step 1: Discovery & Alignment

We start by learning about your business, goals, and current financial environment. What are you working toward? What challenges are you facing?

Step 2: Review & Evaluation

We review your existing records, reports, and processes to identify gaps, risks, and opportunities.

Step 3: Strategic Roadmap

We build a plan focused on your priorities—budgeting, cash flow, reporting, fundraising, or other key goals.

Step 4: Ongoing Support

We provide regular reports, check-ins, and strategic input. Whether you need monthly reviews or project-based input, we adapt to fit your needs.

With Presti & Naegele, CFO advisory isn’t a static service—it’s an ongoing partnership.

Frequently Asked Questions

How is CFO advisory different from hiring a CFO?

CFO advisory provides the same level of expertise—but on a part-time, flexible basis. There’s no long-term salary or hiring process involved.

Do I need to be a certain size to use these services?

No. We work with startups, growing companies, and established businesses alike. If you need senior-level financial support, you’re a good candidate.

Can I scale the services up or down?

Yes. Our services are fully scalable depending on your size, goals, and internal resources.

Will I still need a bookkeeper or accountant?

Most businesses do. CFO advisory is a strategic service—not day-to-day bookkeeping. But we often coordinate with your existing team to streamline efforts.

Can you help with fundraising or investor presentations?

Absolutely. We support clients with financial prep, modeling, and communication for funding rounds, debt financing, or capital strategy.

Conclusion: Strategic Financial Insight Without the Overhead

You don’t need a full-time CFO to make high-level decisions with confidence. With CFO advisory services, you gain the insight and structure of an experienced financial leader—on your terms, and on your schedule.

Whether you’re scaling a startup, restructuring operations, or planning your next move, Presti & Naegele’s CFO Advisory Services provide the guidance, clarity, and expertise to move forward with confidence.

Schedule a consultation today to learn how our team can support your growth.