Fractional CFO & Growth Advisory
for Ambitious SMBs

Your Edge for Enduring Success

At LeverEdge Advisory, we give business owners the financial clarity and strategic insight they need to scale with confidence. From cash flow turnarounds to 10-year growth strategies, we help you sharpen your edge and achieve results that last.

Who We Are

Built by Operators. Trusted by Founders.

LeverEdge Advisory was founded by finance and strategy leaders who have guided 130+ small and midsize businesses through critical growth stages. With experience scaling companies from $75M to $125M+, leading cross-functional teams of analysts, and driving results across construction, home services, professional services, and other SMB verticals, we understand the challenges business owners face — and how to solve them.

what we do

Fractional CFO & FP&A as a Service

Finance clarity. Strategy that scales.

Fractional CFO Services

Hands-on strategic finance support without the full-time cost.

FP&A as a Service

Forecasting, modeling, and scenario planning so you can see the road ahead.

Data-Driven Growth Strategy

Market expansion, pricing, and performance insights tailored to your business.

Cash Flow Management

Forecasting, modeling, and scenario planning so you can see the road ahead.

READY TO GET STARTED?

RESULTS THAT SPEAK

Proven Results Across 130+ SMBs

When finance meets execution, growth follows.

Scaled 14 businesses by 50%+ in under 180 days, representing $156M in new annual revenue.
Delivered 19 cash flow turnarounds — moving clients from negative reserves to healthy positive cash in less than 120 days.
Partnered with founders across HVAC, roofing, plumbing, and other trades to design 10-year financial roadmaps that secure both business and personal wealth.