Small to Medium Sized Businesses (SMBs)

We have clients across several industries, stages and locations. Our experts have experience in retail, e-commerce, pharmaceuticals, software (SaaS), technology, banking, professional services, and many more.

Fresh FP&A is your on-stop shop for financial leadership to accelerate 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 – $60M 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

  • $60M+ 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

Empowering SMBS to Grow with Financial Clarity & Confidence

Fractional CFO Services

Your Fractional CFO & Dedicated financial expert. We'll lead you finance organization, so you can focus on what you do best: growing your company.

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.

Client We Serve