Fractional CFO & Business Advisory

Our Services
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Contact Us
info@rizeadvisory.com 855-683-2002

If You Didn’t Major in Finance, Your Business Can Count On
Our Professional Fractional CFO Services

Strategic Financial Leadership Without the Overhead and the Headaches.
At Rize Advisory, we say, do what you love and leave what you don’t love
to the professionals that live and breathe finance Whether you're scaling fast or just starting to stabilize your finances, we deliver high-level financial insight without the commitment of a full-time hire. We combine the flexibility of virtual support with the expertise of a seasoned CFO, helping you make smarter decisions, optimize cash flow, and stay focused on growth while giving you more time to focus on the aspects of your business that make you want to get up in the morning.

Our Services

Financial Forecasting & Strategy
We create monthly, quarterly, and annual forecasts using your actual numbers — no templates, no guesswork.
Cash Flow Management & Burn Rate Control
Monitor cash flow, control spending, and stay liquid during growth or seasonal shifts.
Budget Creation & Profitability Planning
Set budgets that align with your business model, pricing, and revenue goals built to support profit, not just spending.
Strategic Reporting & KPI Dashboards
We help you create easy-to-understand dashboards and advisory insights to help you track what really matters.
Virtual CFO Support for Service Businesses
Whether you're a creative agency, coaching practice, restaurant owner, B2B consultant, or other small business we tailor our fractional CFO services to your specific business model.

Why Choose Fractional CFO Services for Your Small Business?

If you're like many small business owners, you’ve outgrown basic bookkeeping but don’t have the budget (or need) for a full-time CFO. Our fractional CFO services for small businesses are designed to be flexible, affordable, and deeply strategic. Get the strategic support you need without the full-time cost. Whether you require better budgeting, smarter planning, or more clarity on cash flow, Rize Advisory is your financial strategic partner serving businesses virtually and on-site.

Why Rize Advisory?

If you don’t get finance, we get you!
Our Fractional CFOs eat, sleep and breathe finance.

They will provide:
• Deep understanding of your service-based business model
• Strategic insights tailored to each growth stage of your business
• Virtual support with a real human relationship you can count on
• Clear guidance on cash flow, pricing, and financial strategy
• High-level expertise without the $150K+ salary
• Data-backed decisions to support scaling or exiting
Start Increasing Your Bottom Line and Position Yourself for Growth
With Your Fractional CFO Today

Free Strategy Call

Get the support you need for growth. Funding or retirement without the high price tag,
Schedule your free strategy call today

    Stop DIY Bookkeeping, Accounting, Tax Prep and Listening To Your Own Financial Advice. Book A Free Strategy Call, Get Back To Doing What Your Love, And Rize!

    Schedule your free strategy call today