Get executive-level financial management with Quadrant's CFO Advisory services

Our CFOs take a proactive approach to managing your finances, enabling you to make informed decisions that future-proof your business.

With experienced Quadrant CFO Advisors, you’ll confidently tackle complex financial challenges, optimize cash flow, identify growth opportunieis, and implementing effective strategies. 

 

Jonathan Webb

Founder & CEO

"If you want things done right, hire Quadrant Advisory."

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FRACTIONAL CFO SERVICES

We Operate At The Intersection of business strategy and finance

Our CFO solutions fall under five categories, but each engagement is custom built based on your specific needs.

Strategic Planning

Services provided within our strategic planning pillar can range from construction of multi-year financial models, long-term revenue and EBITDA planning, business unit segregation and insights, organizational structure and executive hiring plans, and much more

Capital Allocation

Services provided within our capital allocation pillar can range from answering what’s the optimal location and use of funds, tailoring the proper mix based on risk/return, introductions to world-class partners, initial and ongoing support on accounts, and much more.

Cash Flow Forecasting

Services provided within our cash flow forecasting pillar can range from reviewing your current process, determining relevant company needs, constructing longer term forecasts, ongoing reviews with company executives, and much more.

Capital Raises

Services provided within our capital raise pillar can range from identifying the capital needs of your company, understanding the long-term exit strategy, building investor pitch decks, serving as the key finance contact to investors, and much more.

Process Improvement

Services provided within our process improvement pillar can range from reviewing key current company processes, meeting with key team members of the company, automating all key processes as much as possible, designing Excel models, and much more.

Consultative Guidance

Leverage our team’s deep experience across a multitude of industries. Odds are we’ve seen and solved nearly every financial headwind that an organization may be facing. 

You're In Good Company

When Are We Pulled In To Help?​

Our CFO team’s work goes well beyond the below. If you’re facing a unique problem, get in touch with us to see if we’re a good fit.

Hear From Clients LIke You

Don't take our word for it

“Quadrant Advisory is a wonderful partner for our controller and fractional CFO needs. They have also been a terrific business partner to manage and mentor to our internal staff accountant. Quadrant is a really strong resource that has enabled us to keep the finance function on track and moving on the fundraising and board fronts.”

Jenna Lambert VP of Operations, TruePic

“Quadrant Advisory has been an indispensable partner in our financial management and overall company growth. From day one, they took the time to understand our business and tailor their services to meet our unique needs. They have a great team of smart and experienced professionals who are proactive in their communications and go the extra mile to ensure we are satisfied. Choosing Quadrant was one of the best decisions we’ve made for the overall growth of our company.”

Andrew Fuselier COO of SmartAC

"Bridge to Renewables (BTR) has worked with Quadrant Advisory for over five years. Their support has proven invaluable as we’ve grown and evolved. Quadrant’s expertise and dedication have streamlined our financial processes, allowing us to focus on scaling the business and delivering value to stakeholders. They’re more than a service provider; they’re a partner."

Jack Barrow Co-Founder and CEO Bridge to Renewables

“I have had an amazing experience working with Quadrant. Their CFO Advisor has transformed how I fundraise for my startup and has been instrumental in helping me to craft a narrative and strategy that has allowed me to successfully raise capital and navigate cash flow.”

Dr. Samantha Scott CEO of JuneBrain

"If you want things done right, hire Quadrant Advisory."

Jonathan Webb Founder and CEO The Nuclear Company

Our CFO Advisory Team

James Shore - CFO Advisor
James Shore

CFO Advisor

15+ years experience

Reed Walker - CFO Advisor
Reed Walker

CFO Advisor

15+ years experience

Jeanie Olson

CFO Advisor

15+ years experience

Uma Deepak Headshot picture
Uma Deepak

CFO Advisor

15+ years experience

ChrisMatey-900x675 (1)
Chris Matey, CPA

CFO Advisor

15+ years experience

Book A Free Consultation

A great partnership is around the corner! Complete the form below for a free consultation. We’ll determine fit and provide immediate consultative insights, helping you envision the value we will add.

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