CFO Services
Our Process
At Shadow Lake Advisors, we follow a structured yet flexible process to ensure our clients receive tailored financial solutions that drive success. From initial discovery to ongoing financial reporting as your trusted CFO, we partner with you every step of the way.
Here’s what you can expect when working with us:
Step 1
Discovery & Assessment
What Happens: We begin with a comprehensive consultation to understand your business, goals, and financial challenges.
Activities: Review of financial statements, discussions with key stakeholders, and analysis of current processes.
Outcome: A clear understanding of your needs and a customized plan to address them.
Timeline: Typically 1-2 weeks, depending on complexity.
Step 2
Strategy Development
What Happens: Our team crafts a strategic financial roadmap aligned with your business objectives.
Activities: Develop financial models, budgets, forecasts, and actionable recommendations. Identify key performance indicators (KPIs) to track progress.
Outcome: A tailored strategy to optimize cash flow, profitability, and growth.
Timeline: 2-4 weeks, with client input to ensure alignment.
Step 3
Implementation
What Happens: We put the strategy into action, working closely with your team to integrate solutions.
Activities: Set up accounting systems, improve processes, negotiate vendor contracts, or secure financing. Provide hands-on guidance to ensure smooth execution.
Outcome: Streamlined operations and measurable progress toward your goals.
Timeline: Varies based on scope, typically 1-3 months for initial implementation.
Step 4
Ongoing Support & Optimization
What Happens: As your fractional CFO, we provide continuous leadership and support to keep your business on track.
What to Expect
- Regular Check-Ins
Monthly or quarterly meetings to review financial performance, adjust strategies, and address new challenges. - Reporting
Investor/Lender ready monthly clear, actionable financial reports tailored to your needs (e.g., cash flow, profitability, KPIs). - Dashboards
Work with you to customize reporting dashboards displaying daily, weekly, monthly, quarterly and annual metrics that you and your team rely on to run day to day business. - Strategic Guidance
Proactive advice on market changes, growth opportunities, or risk management. - Flexibility
Scalable support that adapts as your business evolves. - Accessibility
Direct access to your dedicated CFO for real-time support and decision-making.
Outcome: Sustained financial health, informed decision-making, and confidence in your business’s future.
Frequency: Ongoing, with engagement levels customized to your needs (e.g., weekly, monthly, or project-based).
Why Our Process Works
Our collaborative approach ensures we’re not just consultants but true partners invested in your success. We combine deep financial expertise with a hands-on, results-driven mindset to deliver measurable value at every stage. Whether you’re in need of financial leadership, improved financials for a loan, or preparation for an audit, Shadow Lake Advisors is here to guide you.
Ready to get started?
Contact us today to schedule your discovery session and take the first step toward financial confidence.