FRACTIONAL CFO SERVICES FOR SMALL BUSINESS OWNERS
Your business deserves a financial partner—not a fancy spreadsheet.
You're good at running your business. What slows most owners down is not knowing what the numbers are actually saying. We translate your financials into clear, honest insight — so you can make better decisions and get back to what you do best.
Free · 30 Minutes · No Commitment
Our Approach
Clarity
Before anything else, you need to be able to trust what you’re looking at. We dig into your financials, your systems, and how your business actually operates. Then, we give you a clear, honest picture of where things stand.
Control
One you can see clearly, we help you act on it. That means cleaner processes, tighter cash management, and the right reporting in place so your business stops running you and starts running the way you intended.
Growth
With a solid financial foundation under you, growth stops feeling risky and starts feeling deliberate. We help you plan for it, model it, pursue it, and achieve it.
Is Coastview the right fit for you?
No two businesses grow the same way. Standardized approaches ignore what makes your organization unique—your market, your team, and where you want to go.
That’s why we work the way we do. Whether you’re trying to free up your time, improve profitability, or just get some peace of mind around your finances, we start by understanding what actually matters to you, then help you build toward it.
A lot of business owners we talk to say the same thing: the business is growing, but the financial picture never quite catches up. If that’s where you are, we should talk.
We measure success by what
our clients are able to do next.
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“Moving from the “corporate” world to Small Business owner has come with a million changes and challenges, but one of the primary challenges we faced was getting our financial reporting in order to allow us to make sound financial decisions and understand how changes we made were impacting the business.
We have a number of systems, software and tools that all needed to be reconciled. Andrew worked with us to really understand our pain-points, objectives and how he could provide the most value to us – this made his impact 100x more impactful while also greatly speeding the time to showing us real value. Andrew allows me to focus on growing the business, and allows us to quickly understand how the business is performing. Andrew really stood out because he understands the unique challenges that small businesses face, that our IT isn’t perfect, that our processes are always changing and improving and that what we needed to know was what was moving the needle. He was able to help us put together reporting that did that all while rolling up his sleeves and helping get us out of the trenches. I cannot recommend Andrew and Coastview Advisory enough.
- Mikael Rosenberger, CEO -
Andrew Varney operates across the entire business, not just the finance function. He brings financial clarity to complex decisions while simultaneously driving operational execution—setting up e-mail infrastructure for campaigns, implementing customer service platforms, coordinating product launches, managing critical account relationships. From executive-caliber strategy to the tactical work that actually moves things forward, Andrew doesn’t wait for someone else to handle it. He sees what needs doing and gets it done. The cross-divisional capability is rare and invaluable.
Andre Niemeyer, Founder & CEO
Our CFO Services
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Before committing to anything ongoing, it helps to know where you actually stand. This is a one-time, professional review of your financials and systems — the same kind of assessment we'd do at the start of any engagement.
You'll walk away with a clear summary of what's working, what needs attention, and where to focus next. No obligation to continue.
What's included
Comprehensive review of your financials and in-place systems
KPI, cash flow, and risk analysis
Written summary with actionable recommendations
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If you've never had a CFO-level review of your business, this is where most owners start. We establish clean, reliable financials and give you a consistent read on how your business is performing — in plain language, every month.
No 40-page decks. No financial jargon. Just a clear picture of what changed, what matters, and what needs your attention.
What's included
Monthly financial review — P&L, balance sheet, and cash flow
Monthly CFO strategy call (60–90 min)
Core KPI scorecard — 5 to 10 metrics that actually matter
Quarterly plain-English business summary
Baseline 12-month cash forecast, updated quarterly
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If your business is growing but cash always feels tighter than it should, the problem usually isn't revenue — it's the gap between what's coming in and when. We close that gap with a real budget, a rolling forecast, and active working capital management.
This tier moves you from reviewing a monthly P&L to running the business intentionally — with a plan you can actually hold yourself to.
Everything in Basics, plus
CFO working sessions
Annual budget and 12–18 month rolling forecast
Expanded KPI dashboard with operational drivers
Policy and process guidance for your finance team
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If you're planning to grow aggressively, add locations or product lines, or are in conversations with banks or investors, this tier gives you a CFO who is fully embedded in your leadership — not just reviewing numbers after the fact.
We sit in on the meetings, model the decisions before you make them, and make sure your financial story is ready for whoever needs to hear it.
Everything in Core, plus
Weekly CFO involvement in leadership and operations
Pricing, margin, and capacity analysis by product or project
Scenario and growth modeling for major strategic decisions
Bank, investor, and board-ready reporting and support
Coaching and mentoring for your internal finance team
Our Guarantee
At Coastview Strategic Advisory, our commitment is to deliver exceptional financial expertise and tangible value that directly contributes to reaching your goals. We are confident in our ability to provide the strategic insights and guidance you need.
That’s why we offer a Client Satisfaction Guarantee: if, for any reason, you feel that our services have not met the value and expectations discussed, let us know, and we will promptly refund your most recent monthly retainer payment. Your success is our priority, and this guarantee reflects our dedication to earning and maintaining your trust through impactful results.
Ready to see what’s possible?
If your systems aren’t giving you the clarity you need, let’s fix that. The first conversation is free, and you’ll leave with a clearer picture of where to focus, whether you work with us or not.