Consulting

CFO-level guidance for the decisions that matter

When the questions get bigger than the books, you need a financial partner who can think ahead with you. We bring CFO-level guidance to forecasting, cash flow, and the major decisions that shape where the business goes next.

What’s included

Forecasting and budgeting
Financial planning and analysis (FP&A)
Cash-flow management and modeling
Financial modeling and valuation
M&A and transaction support
Investor relations and reporting

The rest of the back office

Explore the other disciplines

Bookkeeping Day-to-day records, payroll, and reconciliations kept current.
Accounting Financial statements, controller support, and a clean monthly close.
Tax Planning, preparation, and filing that keep surprises to a minimum.
Insurance Coverage and risk strategy to protect what you have built.

Get started

Ready to hand off consulting?

Tell us where things stand. We will show you what clarity looks like — and how Fern Advisors can take the back office off your plate.

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Fern Advisors is the sister company to Fern Financial Group.