Built on trust. Driven by clarity.
Helder Advisory gives CEOs and founders the financial leadership they need — without the cost of a full-time CFO. From clean books to confident forecasting, we bring structure to your numbers so you can focus on running your business.
Fractional CFO
Controller Services
Financial Strategy
01. | A Financial Partner You Can Trust
Most small businesses outgrow their bookkeeper long before they can justify a full-time CFO. Helder Advisory fills that gap. With hands-on experience in public accounting and manufacturing controllership, we bring big-company financial discipline to businesses that are ready to grow but need the right financial foundation to do it.
Hands-On Experience
Public accounting and manufacturing controllership background — not just theory.
Numbers You Can Trust
Accurate, timely financials so you always know where you stand.
Built for Small Businesses
Right-sized financial leadership without the overhead of a full-time hire.
Growth-Ready Thinking
Financial structure designed to support your next stage, not just survive the current one.
02. | What We Deliver
We help business owners move from guesswork to clarity. Whether you need monthly financials you can actually read, a cash flow forecast that holds up, or someone to sit beside you when you talk to your banker — we deliver the financial infrastructure growing businesses need.
Key Differentiators
Monthly financial statements delivered on time and explained in plain language
Cash flow visibility so you're never caught off guard
A financial partner who understands operations, not just spreadsheets
Scalable support — from a few hours a month to full fractional CFO engagement
Sample Deliverables
Monthly financial reporting packages
Cash flow forecasts and budgets
Bank and lender presentation support
KPI dashboards
Financial process documentation
Organizations We Support
Who We Work With:
Owner-operated businesses doing $1M–$20M in revenue
Founders who've outgrown their bookkeeper but aren't ready for a full-time CFO
Companies preparing for a loan, line of credit, or investor conversation
Businesses with growing complexity in inventory, job costing, or multi-entity structure
CEOs who want to make decisions with real numbers, not gut feeling
03. | Our Services
We bring the financial leadership your business needs — structured around how you actually operate. Every engagement is tailored, but our work falls into three core areas.
Fractional CFO
Strategic financial leadership on a part-time basis. We work alongside you to connect your financial data to your business decisions.
Common Outcomes
Clear financial strategy aligned with business goals
Confidence in conversations with lenders, investors, and partners
Forward-looking forecasts and budgets you actually use
Controller Services
Reliable, accurate financials — every month, on time. We own the close process and deliver reporting you can understand and act on.
What’s Included
Month-end close management and oversight
Financial statement preparation and review
Account reconciliations and general ledger maintenance
Financial Systems & Process Improvement
The right tools and workflows to get your financial house in order — so your numbers scale as fast as your business does.
Common Outcomes
Streamlined reporting that saves hours every month
Clean chart of accounts and consistent processes
Technology recommendations matched to your actual needs
04. | How We Work
Every engagement starts with understanding where you are and where you want to go. Our process is straightforward, transparent, and designed to deliver results — not reports that collect dust.
Frameworks:
Discovery & Assessment - We start by reviewing your current financials, systems, and pain points. No jargon, no fluff - just an honest look at where things stand.
Build the Foundation - We clean up your books, establish reliable processes, and set up the reporting structure your business needs to make confident decisions.
Ongoing Partnership - We stay embedded in your business as your fractional CFO or controller — delivering monthly financials, advising on key decisions, and scaling support as you grow.
Helder Advisory in Numbers
10+
Years of accounting and finance experience
100%
Of clients receive financials within 10 business days of month-end
$50M+
In client revenue supported
5.2x
Average return on engagement cost (value delivered vs. fees)
Ready to get clarity on your numbers?
Helder Advisory helps CEOs and founders build financial infrastructure that supports real growth — without the overhead of a full-time hire.
05. | Common Questions
What size businesses do you work with?We typically work with owner-operated businesses doing $1M–$20M in annual revenue — companies that have outgrown their bookkeeper but aren't ready for a full-time CFO or controller.
How does a fractional engagement work?We embed in your business on a part-time basis — usually a set number of hours per month. You get dedicated financial leadership without the full-time salary, benefits, and overhead.
How quickly can you clean up my books?It depends on how far behind things are, but most catch-up projects are completed within 30–60 days. We'll give you an honest timeline after our discovery call.
What does a discovery call look like?It's a free, no-pressure 30-minute conversation. We'll ask about your business, your current financial setup, and what's keeping you up at night. If we're a fit, we'll outline a plan. If not, we'll point you in the right direction.
Let's Build Your Financial Foundation
Connect with us to see how fractional financial leadership can give your business the clarity and confidence to grow.
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