Fractional CFO for CEOs who want clarity and control without the full-time cost

Book your free Fractional CFO Strategy Session to see exactly how LeverEdge turns your numbers into a plan to scale with precision

Get Fractional CFO Expertise That Scales With Your Business

Unlock the financial clarity, strategy, and control your business needs—without the cost of a full-time CFO.

At Leveredge Advisory, we help business owners turn complex financial data into clear, actionable growth plans.

  • FP&A and cash flow strategy

  • Financial modeling and budgeting

  • Data-driven decision support

Book your free strategy consultation today to see what working with a fractional CFO really looks like.

Built for Growing Businesses Across Every Industry

We work with established and scaling companies that need strategic finance—not just bookkeeping.

Our clients typically:

  • Generate between $1M and $100M+ in annual revenue

  • Want to improve margins, forecasts, and cash flow

  • Operate in industries like construction, home services, technology, and e-commerce

Our team has built and led finance functions managing over $1.2 Billion in annual revenue across 130+ companies.


We’ve helped clients:

  • Doubled revenue through focused FP&A and margin expansion initiatives

  • 25%+ increase in profitability through cash flow and cost structure redesign

  • Consolidated multi-entity dashboards giving leadership real-time financial visibility

  • Accurate forecasting systems that turned guesswork into predictable results

You gain the sophistication of a corporate finance team, delivered with the flexibility of a fractional CFO.

If you’re ready to elevate your financial leadership, Leveredge is built for you.

What Happens When You Book a Call?

During your 30-minute strategy consultation, you will:

  • Review your current financial systems and structure

  • Identify key gaps and missed profit opportunities

  • Learn how a fractional CFO could help you scale faster

  • Receive actionable recommendations—no obligation

You’ll leave with clarity, direction, and a clear path toward stronger financial performance.

CHOOSE YOUR SERVICE

Your Growth. Your Edge. Your Choice.

No matter where you start, LeverEdge Advisory scales with you.

Financial INSIGHT

Clear numbers. Steady calls. Confident decisions.

Best for: Early-stage or growing businesses that need visibility and consistent financial accountability.

What’s Included:

  • Weekly advisory calls to review performance and priorities

  • Monthly financial reviews with insights and action steps

  • FP&A analysis including forecasts and variance reporting

  • Cash flow visibility and short-term planning support

Outcome:
Clarity on performance, improved decision-making, and the foundation for long-term financial discipline.

Strategic Growth

Proactive planning and insights to scale with speed.

Best for: Businesses scaling operations that want proactive planning, forecasting, and structured reviews.

What’s Included:

  • Everything in Tier 1, plus:

  • Quarterly strategic reviews with roadmap adjustments

  • Annual budget creation and monthly tracking reviews

  • Reforecasting models to adapt to market conditions

  • KPI dashboards and metrics aligned to business goals

Outcome:
Deeper financial insights, structured growth plans, and proactive strategies to fuel scalable expansion.

CFO Partnership

Full-scale financial leadership for ambitious growth.

Best for: Established businesses that want full CFO-level leadership and advanced financial strategy.

What’s Included:

  • Everything in Tier 1 & 2, plus:

  • Custom reporting tailored to leadership and investors

  • Quarterly and annual budget planning with forecasting

  • Capital readiness planning, fundraising, and M&A support

  • Expansion analysis and playbooks for market growth

Outcome:
A true partner in the business — complete financial leadership and strategy without the full-time CFO cost.

Who Is This Perfect For?

BUSINESS OWNERS

AGENCIES

ConstruCTION

LAWYERS

ECOMMERCE

SAAS COMPANIES

HVC, PLUMBING, ELECTIRCAL

LANDSCAPING

ALL COMPANIES

Ready to Sharpen Your Edge?

Let’s build the financial clarity and strategy your business deserves.

FAQ

What’s the cost?

The strategy session is free. Ongoing Fractional CFO is scoped to your complexity.

How is this different from my accountant?

Accounting looks back. We plan forward—forecast, budgets, cash, and decisions.

What do I need to bring?

High-level revenue, margins, headcount, and goals. If you have dashboards, great—if not, we’ll keep it simple.

Let’s Build Your Financial Clarity—Starting Today

Don’t leave your next financial decision to guesswork.

Book your free strategy consultation to discover how Leveredge can help you turn insight into lasting growth.