Our Core Services
At BlueStratus CFO Advisory, we offer a suite of specialized services designed to transform your financial function into a strategic asset, driving growth, optimizing performance, and preparing your business for its next major milestone. Our engagements are tailored, outcome-oriented, and delivered with the precision and expertise of a seasoned CFO, all within a predictable, fixed-fee model.
Executive Partner - Tactical CFO Leadership
Scope:
This service provides direct, executive-level financial leadership to your organization, acting as a fractional CFO. We integrate seamlessly with your leadership team, offering strategic guidance, oversight of financial operations, and a seasoned perspective on critical business decisions. This is ideal for companies that require high-level financial expertise without the overhead of a full-time executive.
Deliverables:
Regular strategic financial reviews with leadership team.
Oversight and guidance on financial operations and controls.
Participation in key executive meetings and board discussions.
Ad-hoc financial analysis and strategic recommendations.
Mentorship and development of internal finance teams.
Strategic Financial Planning & Analysis (FP&A)
Scope:
We build and refine robust financial planning and analysis capabilities to
provide clear, forward-looking insights. This includes developing sophisticated financial models, implementing effective budgeting and forecasting processes, and establishing key performance indicators (KPIs) that align with your strategic objectives. Our focus is on transforming raw data into actionable intelligence that drives profitable growth.
Deliverables:
Customized financial models (e.g., 3-statement, valuation, scenario analysis).
Annual budget development and quarterly/monthly forecasting processes.
Interactive KPI dashboards and performance reporting systems.
Variance analysis and strategic recommendations based on financial performance.
Cash flow projections and liquidity management strategies.
Cash Flow Optimization & Working Capital Management
Scope:
This service focuses on enhancing your company's liquidity and operational
efficiency by optimizing cash flow and working capital. We conduct a deep dive into your cash conversion cycle, identify bottlenecks, and implement strategies to accelerate collections, optimize inventory, and manage payables effectively. The goal is to free up capital and improve financial flexibility.
Deliverables:
Comprehensive cash flow analysis and diagnostic report.
Working capital optimization plan with actionable recommendations.
Implementation support for improved accounts receivable and payable processes.
Inventory management strategies to reduce carrying costs.
Negotiation support for vendor and customer terms.
Operational Efficiency & Profitability Enhancement
Scope:
We work closely with your operations to identify inefficiencies, reduce costs,
and enhance overall profitability. This involves analyzing operational workflows, identifying areas for process improvement, and implementing cost-saving initiatives without compromising quality or growth potential. Our approach is data-driven, focusing on measurable improvements to your bottom line.
Deliverables:
Operational cost analysis and benchmarking report.
Process improvement recommendations and implementation roadmap.
Profitability analysis by product, service, or customer segment.
Cost reduction strategies and expense management frameworks.
Performance monitoring and reporting on efficiency gains.
M&A Readiness
Scope:
This service prepares your business for significant capital events, whether it's a sale, acquisition, or capital raise. We ensure your financial house is in order, optimize your valuation, and guide you through the complexities of due diligence, investor presentations, and transaction structuring. Our expertise minimizes risks and maximizes the value of your deal.
Deliverables:
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Comprehensive due diligence package preparation.
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Valuation analysis and modeling.
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Investor/buyer pitch deck and supporting financial narratives.
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Data room organization and management.
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Strategic advice on transaction structuring and negotiation support.
AI-Powered Automation & Tech Stack Optimization
Scope:
We assess your current financial technology landscape and implement cutting edge AI and automation solutions to streamline processes, improve data accuracy, and provide real-time insights. This includes integrating advanced tools for FP&A, reporting, cash management, and back-office operations, ensuring your tech stack is robust, efficient, and future-proof.
Deliverables:
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Current state technology assessment and gap analysis.
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Recommendations for AI and automation tools (e.g., Corpay, Scribe, Finvari, Briq).
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Implementation plan and integration support for new financial technologies.
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Training and change management for your team.
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Automated reporting and dashboard solutions.
Predictable Outcomes / Fixed Monthly Retainers
Scope:
Our commitment to predictable outcomes is reflected in our fixed monthly
retainer model. This service defines the framework for all our engagements, ensuring transparency, clear deliverables, and a consistent investment. We eliminate the uncertainty of hourly billing, allowing you to budget effectively and focus on the value we deliver.
Deliverables:
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Clearly defined scope of work and engagement objectives.
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Fixed monthly fee structure with no hidden costs.
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Regular progress reports and performance reviews.
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Guaranteed access to executive-level financial expertise.
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A partnership focused on measurable results and return on investment.
