Clarity for the decisions that matter.
Dashboards, analysis, and strategic guidance for founders who need better decisions — not more accounting work.
A defined CFO advisory engagement built to help you see what matters, act faster, and build your legacy with confidence.
How the advisory engagement works
A structured, repeatable framework that delivers dashboards, analysis, and guidance in 90 days.
Assess
Deep dive into your current finance operations, systems, and reporting.
Key Deliverables
- Finance operations audit and gap analysis
- Systems assessment and data quality review
- 90-day improvement roadmap with quick wins
Align
Build finance infrastructure and reporting that matches your business needs.
Key Deliverables
- Monthly executive dashboard and KPI scorecard
- Board-ready financial reporting package
- Rolling 13-week cash flow model
Execute
Deliver your advisory toolkit and establish the operating rhythm that drives better decisions.
Key Deliverables
- Live dashboard with the KPIs that actually matter
- Quarterly business reviews with forward-looking insights
- Ongoing guidance sessions and action-plan accountability
A defined advisory engagement
Dashboards, analysis, and guidance — everything you need to make better decisions, delivered as a productized service.
Executive Dashboard & Board-Ready Reporting
Monthly executive reporting that boards trust and investors value.
- Real-time KPI dashboard tailored to your business drivers
- Board presentations with executive-level insights
- Monthly management reporting and variance analysis
FP&A: Forecasting, Budget & Scenario Planning
Forward-looking financial models that drive strategic decisions.
- Capacity and CAPEX Planning
- Annual budget and quarterly updates with variance tracking
- Scenario modeling for growth, funding, and operational decisions
Cash Flow, Working Capital & Treasury
Optimize cash position and working capital efficiency.
- Rolling 13-week cash flow forecasts
- A/R and A/P optimization to improve working capital
- Banking relationships and treasury management
Decision Support & Action Planning
Turn financial data into clear next steps with structured guidance and accountability.
- Monthly action plans tied to financial targets
- Scenario-based decision frameworks
- Founder-focused guidance sessions
Finance Systems & Automation
Modern finance tech stack that scales with your business.
- ERP selection and implementation (NetSuite, QuickBooks)
- BI dashboards and automated reporting (Power BI, Looker)
- Month-end close acceleration and process automation
AI-Powered Financial Modeling & Data Training
Advanced AI and machine learning solutions for financial forecasting and decision-making.
- Automated financial data monitoring
- Machine learning-powered budget variance analysis and insights
- AI consulting for business efficiency improvements
What clients say
Trusted finance leadership that delivers measurable impact and lasting partnerships.
"Working with Blair was truly transformative. As CFO and Controller, he wasn't just managing numbers, he was a strategic partner. Blair built financial models that gave the Board clarity, streamlined accounting systems, and helped manage cash flow with confidence. He brought a rare mix of technical expertise and collaboration, equally strong in the weeds and in the boardroom. Any organization seeking a fractional CFO who delivers immediate impact, strategic insight, and steady leadership through growth or change would be fortunate to have him."
"Blair has a rare blend of financial depth, operational understanding, and emotional business intelligence. He bridges the gap between finance, accounting, operations, and IT—connecting the numbers to the real-world drivers behind them. He not only understands the present business fundamentals but also sees what's coming over the horizon, navigating with both strategy and practicality. Just as importantly, Blair is genuine, honest, and universally respected. His approachable nature builds trust across all departments, enabling finance to be a collaborative partner in driving success. Blair Colsey is not only a great CFO—he's a great person."