CFO Advisory
Make smarter financial decisions with Upwits CFO Advisory. Our fractional CFO services include a dedicated CFO who will understand the ins and outs of your business.
Fractional CFO
Businesses of all sizes can benefit by working with a CFO. Our fractional CFO services include a dedicated CFO who will understand the ins and outs of your business. We offer scalable solutions for one time projects or on an ongoing basis. Here are some of the ways we help our clients.
Key services we habe been provinding:
- Cash Flow Optimization
- Key Performance Indicators
- Growth Strategy
- Profitability Analysis
- Pricing and Cost Analysis
Capital Raising
Are you planning to raise capital? Do you have a financial plan? Do you know how much capital you will need to market your brand? Our advisors are experienced in these areas and can help you plan for your next capital raise.
Services including:
- Financial Forecasts
- Capital Deployment Strategy
- Investor Decks
- Business Plans
- Corporate Governance
Business Coaching
Entrepreneurship can feel like you’re on a roller coaster, it’s thrilling and rewarding but with so many moving parts. Our business coaching services enable owners to solve business challenges by developing a roadmap and aligning your team. If you are struggling with defining your core values, breaking through the ceiling, or any of the other business challenges so many owners face, we can help.
Services including:
- Business Assessment
- Business Roadmaps
- Core Value and Vision Alignment
- Communication Training
Get a financial model
Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.
Manage expenses effectively
Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.