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
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.
How engagements are structured
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.
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
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
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
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
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.
Project-Based
A focused engagement around a specific need — a fundraising model, an M&A diligence process, or a one-time strategic plan.
- Clear deliverable and timeline from the start
- Right-sized for a specific decision or event
- A natural first step before an ongoing retainer
Fractional CFO Retainer
We stay on as your financial leadership — monthly reporting, board decks, and a strategic voice in every major decision.
- A consistent financial voice in leadership meetings
- Forecasts and dashboards kept current, not one-off
- Senior guidance without a full-time executive salary
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.
Discovery & Current-State Assessment
We review your financials, goals, and immediate decisions on the table to understand what's actually needed.
Financial Model & Forecast Build
A rolling cash flow forecast and scenario model get built around how your business actually operates.
KPI Dashboard Setup
The metrics that actually matter for your business get tracked in one place, updated on a consistent cadence.
Ongoing Advisory Cadence
Monthly or quarterly sessions walk through the numbers and the decisions they're informing.
Strategic Initiative Support
When fundraising, M&A, or a major hiring decision comes up, the model is already built to support it.
Board & Investor Reporting
Board decks and investor updates are prepared from the same consistent numbers every time.
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.
Unclear cash runway
Leadership discovers how many months of cash remain only when it's already getting uncomfortably close.
Fundraising caught unprepared
An investor conversation moves faster than the financial model can keep up with, costing momentum in the process.
No scenario planning
A revenue dip or a hiring decision gets made without modeling how it actually affects the next twelve months.
Board surprises
Numbers shared with the board don't match what leadership believed internally, eroding confidence at the worst time.
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.
Advisory & consulting, answered.
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.