Your micro CFO partner
Fortune 500-level financial strategy for small and mid-market businesses. Forecasting, revenue optimization, and data-driven insights — without the enterprise price tag.
See your real cash position and forecast 90, 180, and 365 days out so you can plan ahead, not react.
We build forward-looking models from your actuals so you can forecast, scenario-plan, and grow with confidence.
Budget vs actual reporting, variance alerts, and clean financials mean no surprises — just data you can act on.
Securely share your P&L, bank statements, and payroll. 10 minutes.
Automated anomaly detection, variance analysis, and forecasting.
A live dashboard and monthly report tells you exactly where you stand.
Three disciplines. One partner. All focused on your bottom line.
The same financial rigor used by public companies, built for your business. You'll always know where you stand, where you're going, and what it will take to get there.
Most businesses leave money on the table without knowing it. We analyze your revenue drivers, pricing, and customer mix to find where you can grow faster.
Stop digging through spreadsheets to understand your own business. We build you a live financial dashboard that tells you what matters, at a glance.
Run our free financial health calculator. No email required to see your results.
Takes 2 minutes. No signup needed.
Choose a time directly using the calendar below.
Loading availability…
Pick a date to see open times.
Need to meet after 6pm? Email letsgrow@fortunacapitalplanning.com