Business Advisory &
CFO Services
Running a business shouldn't mean flying blind on the numbers. Our firm gives you the insight of a CFO — cash-flow strategy, profit analysis and a plan for what's next — without the cost of a full-time hire.
Most owners know their business intimately but can't always see what the numbers are telling them. Which products actually make money. Whether this is the month to hire, or hold. How much runway is really left. Those answers live in your financials — and a CFO is the person who reads them and turns them into decisions.
Our team brings that role to businesses too small to justify a six-figure CFO salary. With CPA and MBA credentials, we keep the numbers accurate and read them strategically — connecting cash flow, pricing and structure to the goals you're chasing. Whether you're forming a company, scaling one that outgrew its finances, raising capital or preparing to sell, you get a finance partner in your corner, in English or Vietnamese, on a schedule and budget that fit where you are now.
CFO-level insight,
right-sized to your business.
A true advisory engagement — strategy, numbers and a plan you can act on. Here's what working with our team covers.
- Part-time & outsourced CFO. Senior financial leadership on a fractional schedule — the insight of a CFO at a fraction of the cost.
- Cash-flow forecasting & budgeting. Forward-looking projections so you can plan hires, purchases and growth with confidence.
- Monthly review & KPI dashboards. A regular check-in with the few numbers that actually drive your business.
- Pricing & profitability analysis. Which products, services and clients truly make money — and which quietly cost you.
- Business formation & entity selection. LLC vs. S-corp vs. C-corp, mapped to the tax trade-offs and how you pay yourself.
- Business plans & projections. Financial models built to stand up to investors, lenders and your own decisions.
- Financing & loan packages. Lender-ready financials and a complete package that make approval far more likely.
- Benchmarking, break-even & exit planning. Where you stand against your industry, your break-even point, and a roadmap for sale or succession.
Is this you?
- — You're a founder who feels like you're flying blind on the numbers.
- — Your business grew faster than your finances could keep up with.
- — You're planning to raise money, expand, or eventually sell.
- — You're starting out and choosing how to set up your entity.
What you can expect
- — Clarity on what's actually driving your profit — and what's draining it.
- — Decisions backed by real numbers instead of gut feel.
- — A finance partner in your corner without a full-time CFO salary.
- — A clear plan for growth, financing or a well-prepared exit.