Fractional CFO & Financial Advisory Services

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Financial
Statement Review

Our team of experts can help you or your company by putting together a comprehensive review of key financial activities. These reports can provide you with information to assist you in creating strategic objectives and making important business decisions.

Analyze Key Financials

Regularly prepare and analyze the profit & loss statement, balance sheet, and cash flow statement.

Strategic Insights

Offer strategic insights beyond the numbers, identifying trends in gross profit margins, operational cash flow, and debt levels.

Actionable Advice

Highlight the good, bad, and ugly, advising on actions to continue, stop, or change, focusing on the bigger picture.

Risk & Strength Identification

Reveal areas of strength and potential risks, guiding actions that enhance financial health and align with long-term goals.

Budgets & Projections

An important part of meeting your financial goals is putting together a budget that is attainable and sustainable. At Storyline Financial, we’re here to help with making decisions that will keep you or your business financially healthy and prepare for obstacles you may face.

Forward-Looking Financials

Create forward-looking financial statements tailored for internal use, forecasting future profitability and cash flow.

Strategic Decision Support

Help understand how strategic decisions will impact overall profitability.

Informed Decision-Making

Provide a framework for reducing guesswork and aligning actions with financial goals.

Impact Anticipation

Assist in anticipating the financial impact of strategic decisions, aligning actions with long-term financial objectives.

Cash Flow Forecasting

Prepare for any cashflow scenario with the help of Storyline Financial. We’ll help you make informed decisions that will put you and your business in the best financial position to generate profit.

Cash Projections

Develop projections based on current cash balances, expected inflows, and planned outflows.

Decision Impact Assessment

Assess the financial impact of potential decisions like hiring or budget changes.

Scenario Modeling

Develop financial models to project outcomes of various scenarios.

Financial Planning

Plan for future expenses, avoid cash shortages, and make informed decisions about investments and growth opportunities.

Goal Setting

Looking to set financial goals and don’t know where to start? Allow our team to help you! Whether you’re looking to implement your company’s KPIs or start planning the launch of your own business, goal-setting is an important step.

Objective Alignment

Establish clear objectives aligned with the business vision and set realistic targets.

KPI Implementation

Identify and implement relevant KPIs to measure progress and ensure goals are met.

Goal Adjustment

Regularly review and adjust goals based on performance data and evolving conditions.

Progress Tracking

Develop systems for tracking progress and reporting on key metrics for actionable insights.

The team at Storyline is composed of highly skilled professionals who are well-versed in accounting principles and practices. They demonstrated a deep understanding of both general accounting and specific industry requirements. I highly recommend their services.

Working with Shady and the team at Storyline Financial has transformed the way we manage our finances. As a small business owner, I struggled with budgeting and forecasting, but their expertise in finance has provided me with the confidence I needed to make informed decisions. Shady took the time to understand our unique challenges and tailored his approach to fit our needs perfectly. I highly recommend Storyline Financial to any business looking to elevate their financial strategy!

Shady's insights have been essential in helping me make smart, informed decisions for the long-term health and growth of my company. Shady’s proactive mindset, deep understanding of industry-specific finance, and genuine commitment to my success have made him indispensable. I’d highly recommend his services to any business owner seeking a trusted advisor who truly goes above and beyond.

Industry Resources

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