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FRACTIONAL CFO · PRICING · FINANCIAL OPERATIONS
Financial leadership that reaches beyond the report.
Financial leadership that reaches beyond the report.
Street Advisory helps professional-service firms understand performance, improve profitability, strengthen financial operations, and make decisions with greater confidence.
01 · FRACTIONAL CFO
Experienced financial leadership—without adding a full-time executive.
Experienced financial leadership—without adding a full-time executive.
Fractional CFO support gives growing firms access to senior financial guidance at the level and frequency they actually need. We help leadership understand what has happened, anticipate what comes next, and translate financial information into practical decisions.
Cash-Flow forecasting
Cash-Flow forecasting
Develop a clearer view of expected receipts, obligations, working-capital needs, and potential pressure points.
Budgeting and forward planning
Budgeting and forward planning
Build practical budgets, rolling forecasts, scenarios, and financial priorities around the firm’s actual plans.
Management reporting
Management reporting
Create concise reporting that explains performance, risks, trends, and decisions requiring leadership attention.
Financial performance review
Financial performance review
Track revenue, profitability, collections, expenses, realization, and other measures relevant to the organization.
Leadership decision support
Leadership decision support
Bring financial context to hiring, compensation, investments, growth plans, and other important decisions.
02 · PRICING & PROFITABILITY
Better pricing begins with understanding how work creates—or loses—value
Better pricing begins with understanding how work creates—or loses—value
Street Advisory helps firms connect pricing, scope, effort, billing, collections, and profitability. The objective is not simply to charge more; it is to make pricing decisions deliberately and understand their financial consequences.
Pricing strategy and fee structures
Pricing strategy and fee structures
Evaluate hourly, fixed-fee, subscription, phased, value-based, and other approaches appropriate to the work.
Client, project, and matter profitability
Client, project, and matter profitability
Improve visibility into the financial performance of individual engagements, services, clients, or responsible professionals.
Revenue realization
Revenue realization
Identify the effect of write-downs, discounts, delayed billing, collection problems, and scope changes.
Budget and scope planning
Budget and scope planning
Establish clearer expectations before work begins and improve visibility as actual performance develops.
Owner and partner compensation
Owner and partner compensation
Help develop compensation approaches that better reflect contribution, performance, profitability, and firm priorities.
03 · FINANCIAL OPERATIONS
Reliable decisions depend on reliable underlying information.
Reliable decisions depend on reliable underlying information.
Strategic reporting cannot compensate for disorganized records or inconsistent workflows. We help repair and strengthen the financial routines supporting everyday operations.
Bookkeeping & Reconciliation
Bookkeeping & Reconciliation
Ongoing ledger maintenance, transaction categorization, account reconciliation, and financial-record organization.
Backlog Cleanup
Backlog Cleanup
Reconstruct and organize neglected receipts, statements, transactions, and historical records.
AR & AP Controls
AR & AP Controls
Clarify responsibilities and procedures for invoicing, collections, vendor bills, approvals, and payments.
Help organize financial information in QuickBooks, Excel, GNUCash, and related working files so records are easier to maintain and review.
Help organize financial information in QuickBooks, Excel, GNUCash, and related working files so records are easier to maintain and review.
04 · GROWTH & SPECIAL PROJECTS
Practical help for important work outside the ordinary monthly cycle.
Practical help for important work outside the ordinary monthly cycle.
Growth and organizational support
Growth and organizational support
Marketing-plan development
Hiring and retention planning
Staff accountability structures
Technology and AI evaluation
Operational and records organization
Business transition support
Entity and filing support
Entity and filing support
Multi-state formation research
Secretary of State reports and filings
Sales-tax report filing support
Payroll-tax report filing support
Unemployment-tax report filing support
Compliance-calendar organization
Street Advisory does not provide legal advice, attest services, or services requiring a CPA license. Where appropriate, we coordinate with the client’s attorney, CPA, payroll provider, or other licensed professional.
Support structured around the work—not forced into a standard package.
Support structured around the work—not forced into a standard package.
Project-Based
Project-Based
A clearly defined problem, scope, deliverable, and completion point.
Ongoing Advisory
Ongoing Advisory
Recurring financial guidance, reporting, planning, or implementation support.
Fractional CFO
Fractional CFO
Embedded senior financial leadership delivered on a part-time or recurring basis.
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