Business Advisory & CFO Services
Trusted Financial Leadership toGuide Your Business Forward
At Subedi CPA, we understand that strong financial management is at the heart of every successful business. Our Business Advisory and Outsourced CFO Services are designed to provide small and growing businesses with the strategic financial expertise they need—without the high cost of hiring a full-time CFO.
We are your trusted financial partner, helping you make informed decisions, optimize performance, and plan confidently for the future.
Our Services
Detailed analysis of income, expenses, margins, and profitability
Business tax returns (Sole Proprietors, LLCs, S Corps, C Corps)
Key performance indicators (KPIs) development and monitoring
Trend and ratio analysis for long-term decision-making
Annual budget creation and oversight
Cash flow forecasting to avoid shortfalls and ensure liquidity
Revenue and expense forecasting to guide operational planning
Scenario modeling to plan for best-case and worst-case outcomes
Monitoring of incoming/outgoing cash
Optimization of payables and receivables
Guidance on credit management and capital reserves
Cash flow improvement strategies
Year-end filing assistance for W-2 employees, freelancers, and contractors
Short-term and long-term goal setting
Growth planning and expansion analysis
Business restructuring and pivot strategies
Guidance on mergers, acquisitions, or exits
Tax calendar management to help avoid missed deadlines
Who Benefits from Our Advisory & CFO Services?
Our services are ideal for:
- Startups in need of financial structure and growth planning
- Established small businesses looking to improve cash flow and profits
- Entrepreneurs without in-house financial leadership
- Business owners preparing for loans, investment, or succession
- Companies facing rapid growth, restructuring, or financial challenges
You gain the benefit of experienced financial leadership—without the cost of hiring a full-time CFO.
Why Choose Subedi CPA?
- Over 15 years of experience in corporate finance and advisory
- Deep knowledge of small business financial challenges
- Customized, hands-on support—not just generic reports
- Proactive strategies to anticipate and solve issues before they grow
- Clear communication and actionable insights
We focus not only on where your business stands today, but where it’s going—and how to get there smarter and faster.