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Financial Consultation

Experience expert financial leadership with Cubiczan Services.

Our CFOs take a forward-thinking approach to financial management, empowering you to make informed decisions that position your business for long-term success.

We align financial expertise with business strategy to drive sustainable growth.

In today’s fast-moving business landscape, securing your financial future is essential for long-term success. Cubiczan’s CFO Advisory services deliver the strategic insight and expert guidance you need to stay ahead

Our seasoned CFO advisors help you navigate complex financial challenges, optimize cash flow, uncover growth opportunities, and execute strategies that drive results. With Cubiczan, you gain a trusted partner committed to helping your business thrive in a dynamic market.

SERVICES

Our Strategic Approach:
The Pillars of Fractional CFO Support

Our CFO service pillars are built around five core categories, but every engagement is uniquely tailored to your specific business needs.

Strategic Planning

Within our Strategic Planning pillar, services may include multi-year financial modeling, long-term revenue and EBITDA forecasting, business unit segmentation and analysis, organizational design, executive hiring strategies, and more—each tailored to support your long-term vision.

Capital Allocation

Our Capital Allocation services help identify the best use of funds, structure capital based on risk and return, connect you with top-tier partners, and provide continued support throughout the process.

Cash Flow Forecasting

Our Cash Flow Forecasting services cover process evaluation, customized forecasting based on your business needs, long-term projections, and regular executive reviews to keep you on track.

Capital Raises

Our Capital Raise services include capital needs assessment, exit strategy alignment, investor deck creation, and acting as the key financial point of contact throughout the fundraising process.

Process Improvement

Within our Process Improvement pillar, services include evaluating current business processes, engaging with key team members to identify opportunities for enhancement, automating critical workflows, designing custom Excel models, and more—streamlining your operations for efficiency and growth.

Join a community of successful businesses thriving with our support.

Over 30 companies trust Cubiczan  Advisory to enhance their accounting, financial, and operational systems.

Explore our client success stories.

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When Are Our CFOs Involved?

What we do goes beyond what's outlined here. If you have a specific challenge, contact us to see if we’re the right fit.

Strategic Planning

Within our Strategic Planning pillar, services may include multi-year financial modeling, long-term revenue and EBITDA forecasting, business unit segmentation and analysis, organizational design, executive hiring strategies, and more—each tailored to support your long-term vision.

Looking for Pricing or Profitability Modeling?

With funding secured and the product built, we now need to establish the best go-to-market strategy, pricing model, and monetization plan.

You're Preparing To Scale Or Exit

Having been in business for 7-10 years with steady growth, we now need to enhance our overall finance function to scale effectively and/or prepare for a successful exit.

You Want To Upskill The Team

Our current CFO is a great fit, and we’re seeking an advisor to elevate their skills and deepen their understanding.

The future of outsourced CFO services is here—it's Cubiczan.

If you're facing any of the three challenges outlined below, it's time for a conversation.

You're Time Constrained

You need someone to take a more proactive approach to driving accounting and financial initiatives.

You're Budget Conscious

Get the expertise of a full-time team for just a fraction of the cost of one senior finance leader.

CONTAC

Get In Touch

A great partnership is around the corner! Complete the form below for a free consultation. We'll determine fit and provide immediate consultative insights, helping you envision the value we will add.

Have a project in mind?

© 2025 by Cubiczan

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