Advisory & Consulting

The financial judgment call, not just the financial data.

B4Q brings CFO-level thinking to your business — forecasting, fundraising readiness, and strategic decisions — through a licensed CPA who already knows your numbers, not a consultant meeting you for the first time.

  • Forecasting & scenario planning
  • Fractional CFO support
  • Fundraising & M&A guidance
Forecasting & Budgeting Fractional CFO M&A Advisory Strategic Planning
Decisions, Backed
By Numbers You Trust
0Years of Experience
0Satisfied Clients
0In Revenue Growth Guided
0Client Retention Rate
Why It Matters

Clean books tell you what happened. Advisory tells you what to do next.

Bookkeeping and accounting give you accurate numbers. But accurate numbers don't automatically answer the harder questions: Can we afford this hire? Are we ready to raise? What happens to runway if revenue slips 15%?

B4Q's advisory work sits on top of your financials — building forecasts, running scenarios, and bringing CFO-level judgment to the decisions that actually shape where your business goes next.

  • 01 A real cash runway model, not a gut-feel estimate.
  • 02 Board- and investor-ready reporting, prepared for you.
  • 03 Strategic guidance from someone who already knows your numbers.
Advisory At a Glance

How engagements are structured

Engagement modelsFractional CFO or project-based
Typical cadenceMonthly or quarterly
Core deliverablesForecasts, KPI dashboards, board decks
Common triggersFundraising, hiring plans, M&A
Works alongsideYour bookkeeping & tax engagements
Reporting toFounders, boards, investors
The Service

Four pillars. One strategic partner.

Each pillar draws on the same underlying financial model, so your forecast, your board deck, and your fundraising story all tell the same consistent story.

PILLAR 01

Forecasting & FP&A

Financial models and scenario plans that show where the business is actually headed.

  • Rolling cash flow forecasts
  • Budget vs. actual analysis
  • Scenario & sensitivity modeling
PILLAR 02

Fractional CFO Support

Senior financial leadership on a schedule that fits your stage, not a full-time hire.

  • Monthly leadership cadence
  • Board & investor reporting
  • Financial process oversight
PILLAR 03

M&A & Transaction Advisory

Financial diligence and deal support for buy-side, sell-side, and fundraising transactions.

  • Financial due diligence
  • Deal structuring input
  • Post-transaction integration support
PILLAR 04

Strategic & Business Planning

Turning a growth idea into a plan with numbers behind it, not just a narrative.

  • Growth & expansion planning
  • Pricing & margin analysis
  • KPI & operating model design
Choosing Your Engagement

A focused project, or an ongoing seat at the table.

Some businesses need a specific question answered. Others need a financial partner in every major decision. We build both into how we work.

A defined scope

Project-Based

A focused engagement around a specific need — a fundraising model, an M&A diligence process, or a one-time strategic plan.

DefinedScope
WeeksTypical duration
Specific needBest fit
  • Clear deliverable and timeline from the start
  • Right-sized for a specific decision or event
  • A natural first step before an ongoing retainer
Defined scope & deliverable
Fixed timeline, start to finish
Wraps with a specific answer in hand
An ongoing partner

Fractional CFO Retainer

We stay on as your financial leadership — monthly reporting, board decks, and a strategic voice in every major decision.

OngoingScope
MonthlyCadence
Growth-stageBest fit
  • A consistent financial voice in leadership meetings
  • Forecasts and dashboards kept current, not one-off
  • Senior guidance without a full-time executive salary
Monthly leadership & board involvement
Forecasts kept current, quarter to quarter
Ready for whatever decision comes next
How We Work

From current-state assessment to a strategic partner you rely on.

We build the financial model once, then keep it current as your business changes.

01

Discovery & Current-State Assessment

We review your financials, goals, and immediate decisions on the table to understand what's actually needed.

02

Financial Model & Forecast Build

A rolling cash flow forecast and scenario model get built around how your business actually operates.

03

KPI Dashboard Setup

The metrics that actually matter for your business get tracked in one place, updated on a consistent cadence.

04

Ongoing Advisory Cadence

Monthly or quarterly sessions walk through the numbers and the decisions they're informing.

05

Strategic Initiative Support

When fundraising, M&A, or a major hiring decision comes up, the model is already built to support it.

06

Board & Investor Reporting

Board decks and investor updates are prepared from the same consistent numbers every time.

What We Often Find

The hidden cost of flying without a financial model.

None of these show up as one dramatic failure — they compound quietly until a decision gets made on a guess instead of a number.

General patterns we see across engagements, not a specific client's results.
01

Unclear cash runway

Leadership discovers how many months of cash remain only when it's already getting uncomfortably close.

02

Fundraising caught unprepared

An investor conversation moves faster than the financial model can keep up with, costing momentum in the process.

03

No scenario planning

A revenue dip or a hiring decision gets made without modeling how it actually affects the next twelve months.

04

Board surprises

Numbers shared with the board don't match what leadership believed internally, eroding confidence at the worst time.

Why B4Q

A CPA who already knows your numbers, not a stranger with a template.

Because we handle your books and taxes too, advisory guidance is grounded in your actual financial reality.

Grounded in Real Numbers

Forecasts built on financials we already maintain, not estimates reconstructed from scratch.

Right-Sized Engagement

Project-based or ongoing retainer, scoped to what your stage actually calls for.

One Firm, Every Stage

The same team that handles bookkeeping, tax, and audit can carry you through a raise or a sale.

Board-Ready, Every Cycle

Reporting prepared consistently, so your board never sees a surprise number.

50+ Businesses Served

From early-stage startups to companies mid-raise, mid-acquisition, or mid-scale.

96% Client Retention

Clients keep us in the room for every major decision that follows.

Questions

Advisory & consulting, answered.

What exactly is a fractional CFO?
A fractional CFO provides senior financial leadership — forecasting, board reporting, strategic guidance — on a part-time or retainer basis, without the cost of a full-time executive hire. It's a common fit for growth-stage companies that need CFO-level judgment before they need a full-time CFO.
How is this different from bookkeeping and accounting?
Bookkeeping and accounting keep your historical numbers accurate. Advisory takes those numbers forward — forecasting, scenario planning, and strategic guidance for decisions that haven't happened yet. Clients typically use both together.
Is this different from your GRC advisory service?
Yes — GRC advisory covers governance, risk, and compliance program management. This service covers financial strategy: forecasting, fundraising, M&A, and CFO-level decision support. Some companies use both, but they solve different problems.
Do you help with fundraising and M&A?
Yes — we build the financial model and materials investors will diligence, and provide financial due diligence support for buy-side or sell-side transactions.
How much time does a typical engagement require from our team?
It depends on the engagement — a project-based deliverable might need a few working sessions, while a fractional CFO retainer typically involves a recurring monthly meeting plus ad hoc availability as decisions come up.

Ready for a financial partner, not just a filer?

Book a free strategy call and we'll map an advisory engagement around your next big decision.