What's included
Strategy Sessions — As Needed
Dedicated time with your controller to review performance, discuss strategy, and plan ahead.
Growth Planning
Financial analysis to support expansion decisions — new markets, products, or channels.
Fundraising Support
Investor-ready financials, financial model review, and due diligence support.
Exit Readiness
Financial cleanup, normalization, and documentation for a clean sale process.
When you need a CFO, not just a bookkeeper
No one to pressure-test your assumptions
You're making big decisions — pricing, hiring, expansion — without anyone who can challenge your assumptions and model the financial impact.
Board and investor meetings without preparation
Walking into a board meeting without a CFO to prepare the materials, anticipate questions, and present the financials clearly.
Fundraising without financial expertise
Preparing for a raise without someone who has been through the process — who knows what investors ask, what models they expect, and what terms to push back on.
Growth decisions made on gut feel
Deciding to hire, expand, or acquire without a financial model that shows you the impact on cash, margin, and runway.
Three steps to clean financials.
Strategic Alignment
We start by understanding your business model, your goals, and the decisions you're facing. We identify where financial expertise will have the most impact.
Ongoing Advisory
Regular sessions — weekly, bi-weekly, or monthly — to review financials, pressure-test decisions, and prepare for board meetings, investor conversations, and strategic planning.
Project-Based Support
For specific events — fundraises, acquisitions, pricing overhauls — we provide dedicated support to ensure the financial work is done right.
Results that speak for themselves.
Frequently asked questions.
What's the difference between Strategic Advisory and just having a CFO?
A fractional CFO typically focuses on one company and charges a significant monthly retainer for that focus. TMA's Strategic Advisory is controller-led — you get someone who understands your books deeply (because we built and run them) providing strategic guidance on top of that operational foundation. It's more grounded and typically more cost-effective than a standalone fractional CFO engagement.
What kinds of decisions does Strategic Advisory help with?
Pricing decisions, hiring plans, capital allocation, fundraising readiness, acquisition due diligence, and scenario planning for major strategic moves. The common thread is decisions that require a clear financial picture — which we already have because we run your books.
How often do we meet for Strategic Advisory?
Typically monthly — a structured session after the close package is delivered, when the numbers are fresh. We review what happened, what it means for the business, and what decisions it informs. For clients going through a fundraise or major strategic event, we increase the cadence as needed.
Get strategic guidance grounded in your actual numbers.
Book a discovery call and we'll discuss whether Strategic Advisory is the right fit.