Small to Medium Sized Businesses (SMBs)

We have clients across several industries, stages, and locations. Our core expertise is in software/technology, retail/e-commerce, professional services/non-profits, and others.

Fresh FP&A is your dedicated CFO and Advisors to accelerate your business growth.

Early or Established Business, We Grow Businesses!

No matter where you’re located, stage, industry and other factors – we are here for every step of the journey. Seeking a fresh view on your finances?

Schedule your free consultation today!

Seed

   0 – 100 Employees

   $1M – $5M Revenue

   $10M in Assets

Challenges

   No Finance leadership

   Finance’s value is focused on the past

   No Future Vision of the Finance Organization

   Finance teams value proposition is Scorekeepers

Start Up

   100 – 250 Employees

   $5M – $25M Revenue

   $25M in Assets

Challenges

   Funding and Strategic Planning

   Outsourced accounting function

   Go To Marketing Strategy & Planning

   Finance teams value proposition is Disciplined Operators

Scale Up

   250 – 750 Employees

   $25M – $50M Revenue

   $50M in Assets

Challenges

   Cashflow runway and cash burn

   Finance Strategy & Execution

   Bringing accounting in house

   Finance teams value proposition is Constrained Advisors

Mid-Market

   750+ Employees

   $50M+ Revenue

   $100M in Assets

Challenges

   International Expansion

   Mergers & Acquisitions Strategy & Planning

   Vertical or Market Expansion

   Finance teams value proposition is Valued Advisors

Fresh FP&A Services

Helping Small-Medium Sized Businesses Grow with Financial Clarity & Confidence.

Fractional CFO Services

Your Fractional CFO & Dedicated financial expert. We'll lead your finance organization (accounting, tax and M&A).

Advisory Services

Your Trusted Value Advisor. We have the expertise to guide you through these critical decisions. We'll help you navigate complex financial situations with confidence.

Strategic Financial Leadership

Your Strategic Finance Leader. Not just another number cruncher or consultant. We translate financial data into actionable insights that accelerate growth.

Business Growth and Expansion

Your Growth Partner. We have the financial expertise to guide you through expansion. We'll create a strategic roadmap that minimizes risk and maximizes your ROI.

Clients We Serve