Financial Advisory Services Portland | Cash Flow & CFO Strategy | Foray Business Group
Business Advisory Services

Financial Clarity That Helps You
Make Better Business Decisions

We go beyond bookkeeping by helping business owners uncover cash flow opportunities, improve profitability, and build a stronger financial future through proactive advisory services.

Schedule a Financial Clarity Session Explore Our Services
0
Years Combined Experience
90 Days
To See Measurable Results
CFO
Level Strategy
"We don't just tell you what happened last month — we help you understand why it happened and what you should do next." — Elizabeth Bergen, Founder & CEO, Foray Business Group

Business Owners Come to Us When…

If any of these sound familiar, advisory services are built for you

01

Cash flow feels inconsistent or unpredictable month to month

02

Revenue is growing but profit isn't following — and they don't know why

03

They want better visibility into what's actually happening in their finances

04

They need help making decisions confidently without second-guessing themselves

05

They are preparing for growth and want to do it strategically

06

Financial reports feel overwhelming and create more questions than answers

01
Service 01

Cash Flow Advisory

Understand where your money is going, identify hidden cash opportunities, and improve overall business liquidity. Stop wondering where the money went and start making intentional financial decisions.

We help businesses stop wondering where the money went and start making intentional financial decisions with confidence.
Cash flow analysis Cash conversion review Expense optimization Profitability review Bottleneck identification Strategic recommendations
Cash flow advisory
Cash Flow FirstOur core focus
02
Service 02

Financial Insights Meetings

Monthly or quarterly strategy meetings designed to help you truly understand your numbers and make proactive decisions — not reactive ones. Your financials should drive strategy, not create confusion.

Your financials should help you make decisions — not create confusion.
Revenue trends Profit margins Cash reserves Debt management Operational inefficiencies Budget vs. actual
Financial insights meetings
Monthly or QuarterlyFlexible cadence
03
Service 03

Profitability Optimization

Identify exactly where your business is leaking cash or underperforming financially. Many businesses increase profitability without increasing sales — simply by improving cash flow efficiency.

Many businesses increase profitability without increasing sales — simply by improving cash flow efficiency.
Pricing analysis Margin analysis Operational efficiency Vendor review AR optimization Cash cycle analysis
Profitability optimization
More ProfitWithout more sales
04
Service 04

Fractional CFO Advisory

Strategic financial leadership for growing businesses without the cost of a full-time CFO. A full-time CFO costs $150K–$300K+ annually. Our fractional service gives you the same expertise for a fraction of the price.

CFO-level strategic guidance at $12K–$30K per year — vs. a six-figure salary and benefits package.
Financial forecasting Scenario planning Growth modeling Financing prep Banking relationships Investor reporting
Fractional CFO advisory
CFO-Level StrategyWithout the overhead
05
Service 05

Business Growth Planning

Align financial goals with operational strategy so growth becomes intentional and sustainable — not accidental or overwhelming. Stop growing by accident. Start growing by design.

Stop growing by accident. Start growing by design.
Revenue goal planning Reverse-engineering targets Budget creation Hiring impact analysis Expansion readiness Goal tracking
Business growth planning
Intentional GrowthNot accidental

What Makes Our Advisory Different?

Five things that set our approach apart from every other financial firm

01
We translate financial data into actionable insights

No more staring at reports that don't tell you what to do. We turn numbers into clear, prioritized next steps you can act on today.

02
We focus on cash flow first

Profit is important, but cash flow keeps the lights on. We prioritize what actually affects your day-to-day financial health and stability.

03
We simplify complex financial decisions

We speak plain English, not accountant-speak. You'll always understand exactly what's happening in your business and why it matters.

04
We provide proactive guidance, not reactive reports

We don't wait for problems to surface. We anticipate them, flag them early, and help you stay ahead of challenges before they become crises.

05
We help you understand the "why" behind the numbers

Knowing the numbers is one thing. Understanding what's driving them — and what to change — is where real, lasting financial improvement begins.

How It Works

A straightforward path from financial confusion to complete clarity

Financial Clarity Session

We start with a free deep-dive into your business — goals, challenges, and current financial situation — so we understand exactly what you need and where the opportunities are.

Custom Advisory Framework

We build a tailored set of KPIs, dashboards, and reporting specific to your business, your industry, and your growth objectives. No cookie-cutter solutions.

Ongoing Partnership

Monthly analysis, strategic meetings, and continuous support. You always have a trusted financial partner in your corner — so you never have to make a big decision alone.

Advisory Investment

Two straightforward options — both built around your long-term success

Primary Offer

Growth Advisory

For businesses ready to take control

$2,500
per month
  • Monthly financial analysis
  • Monthly strategic insights meetings
  • Cash flow advisory & forecasting
  • Profitability optimization review
  • Custom KPI dashboard
  • Budget vs. actual reporting
  • Priority support & ad-hoc analysis
Schedule a Clarity Session

Fractional CFO

For complex or high-growth businesses

Custom
tailored pricing
  • Everything in Growth Advisory
  • Bi-weekly strategic meetings
  • Scenario & growth modeling
  • Financing preparation support
  • Board & investor reporting
  • Multi-entity consolidation
  • Expansion planning
Contact Us

Advisory requires monthly bookkeeping. Bundle bookkeeping + advisory and save 10%.

Common Questions

Everything you need to know about advisory services

What's the difference between advisory and consulting?
Consultants work on specific projects with defined end dates. Advisory is an ongoing partnership focused on continuous improvement and long-term financial health. We're invested in your business for the long haul, not just one engagement.
Do I need bookkeeping services to get advisory?
Yes. Strategic advisory is built on accurate, timely financial data. If you already have a bookkeeper you love, we can work with them. If not, bundling our bookkeeping and advisory services saves you 10% and ensures seamless data integration.
How is this different from hiring a full-time CFO?
A full-time CFO costs $150K–$300K+ annually plus benefits. Our advisory services give you the same level of strategic financial leadership for $30K per year. You get the expertise, the insights, and the accountability — without the overhead.
When should a business add advisory services?
Advisory adds the most value when you're at $500K+ in revenue, have multiple employees, are planning growth, need better cash flow visibility, or feel like you're making decisions without enough data. If you're asking "should I?" — the answer is probably yes.
What happens in the monthly meetings?
We review financial performance, discuss variances from budget and forecast, analyze trends and KPIs, address specific challenges, model scenarios for upcoming decisions, and develop action items. Meetings typically run 60–90 minutes and are highly interactive.
How quickly will I see results?
Most clients report immediate value from simply having clarity on their financial situation. Measurable financial impacts — improved cash flow, increased profitability, cost reductions — typically materialize within 3–6 months as we identify opportunities and implement changes together.
Can you help with expansions or financing?
Absolutely. Strategic initiatives are a core part of advisory. We help with financial modeling for expansions, preparing materials for lenders or investors, analyzing acquisition opportunities, optimizing pricing strategies, and evaluating new service lines or locations.

Ready to Understand the Financial
Health of Your Business?

Schedule a Financial Clarity Session to uncover opportunities, improve cash flow, and create a smarter financial strategy — at no cost to you.

Schedule a Financial Clarity Session Get a Financial Health Assessment