# CFO Advisory and Cash Flow Forecasting - Shree Accounting LLCSource: https://shreecpas.com/services/cfo-advisory/ Publisher: Shree Accounting LLC, 688 Tabor Road, Morris Plains, NJ 07950 · (201) 888-1035 · pras@shreecpas.com> CFO-level advice without a full-time hire: cash forecasting, margins and pricing, lender readiness, finance team training and systems.# CFO Advisory and Cash Flow ForecastingCFO-level advice without a full-time hire: cash forecasting, margins and pricing, lender readiness, finance team training and systems.CFO advisory turns accurate books into better decisions. We look at cash, margins, pricing, hiring and growth with you, bring the tax effect into each decision and help your finance function run better: stronger processes, better systems and a better-trained team.## What CFO advisory covers- **Cash:** a rolling 13-week cash forecast, working-capital management and an annual budget. - **Performance:** margin, pricing and customer-profitability analysis, and a monthly dashboard of the measures that drive your business. - **Capital:** lender and investor readiness, due-diligence preparation and board reporting. - **Decisions:** hiring, expansion into new states, equipment purchases, owner pay and exit planning, each with the tax effect worked out in advance. - **Finance team:** training staff accountants on close, reconciliations, reporting and controls, and setting up processes they can run without you. - **Systems:** choosing and implementing accounting software and integrations, and [automation and AI tools](https://shreecpas.com/services/finance-automation-ai/) that cut manual work.## Ways to engageAn ongoing [fractional CFO](https://shreecpas.com/services/fractional-cfo/) arrangement suits companies that need regular CFO-level leadership, typically between $2 million and $50 million in revenue. Project work suits a specific need: a forecast before a bank meeting, a system migration or training for a new accounting hire. Both are priced as a flat fee agreed in writing.## Frequently asked questions### Can you train our in-house accountant?Yes. We train staff on month-end close, reconciliations, accruals, reporting and controls, using your own books and systems, and leave written procedures behind.### Do we need CFO advisory if we already have a bookkeeper?A bookkeeper records what happened. CFO advisory helps decide what to do next: whether you can afford a hire, how pricing affects margin, and what cash will look like in three months.Talk it through with a CPAA free 45-minute strategy session with an experienced CPA. We’ll look at your situation and tell you exactly what we’d do, whether or not you engage us.[Book a free strategy session](https://shreecpas.com/contact/) [(201) 888-1035](tel:+12018881035)Talk to a CPAFree 45-minute strategy session. Reply within one business day.[Book a strategy session](https://shreecpas.com/contact/)[(201) 888-1035](tel:+12018881035)Written and reviewed by[Prasanna Thiruvenkatachari](https://shreecpas.com/about/)CPA (New Jersey), CFE, CGMALast reviewed October 16, 2026Other services- [Client Accounting Services in New Jersey](https://shreecpas.com/services/client-accounting-services/) - [Tax Advisory for NJ Businesses and Owners](https://shreecpas.com/services/tax-advisory/) - [Finance Systems, Automation and AI Tools](https://shreecpas.com/services/finance-automation-ai/) - [Multi-State Tax and Nexus Services](https://shreecpas.com/services/multi-state-tax/) - [NJ and NY Commuter Tax for Remote Workers](https://shreecpas.com/services/nj-ny-commuter-tax/) - [Small Business Bookkeeping, Payroll and Tax](https://shreecpas.com/services/small-business-accounting/) - [Tax Planning and Strategy for NJ Businesses](https://shreecpas.com/services/tax-planning/) - [Tax Preparation Services in New Jersey](https://shreecpas.com/services/tax-preparation/) - [RSU and Stock Option Tax Planning in NJ](https://shreecpas.com/services/equity-compensation-tax/) - [Estate and Wealth Tax Planning in NJ](https://shreecpas.com/estate-wealth-tax-planning-in-nj/) - [Fractional CFO Services in New Jersey](https://shreecpas.com/services/fractional-cfo/) - [Expat and International Tax CPA](https://shreecpas.com/services/international-expat-tax/) - [Nonprofit Accounting and Form 990 in NJ](https://shreecpas.com/nonprofit-form-990-cpa-in-nj/)## Related readingJuly 13, 20264 minute read### [Beyond the Stethoscope: Why Healthcare Professionals Need a Specialized Tax Strategist](https://shreecpas.com/beyond-the-stethoscope-why-healthcare-professionals-need-a-specialized-tax-strategist/)Many healthcare professionals treat tax season as a historical archiving exercise. They gather W-2s, 1099s, and K-1s, hand everything to a generalist preparer, claim…June 24, 20263 minute read### [CPA for Medical Practices in NJ](https://shreecpas.com/cpa-for-medical-practices-in-nj/)Accounting, proactive tax planning, and advisory built specifically for NJ physicians, dental practices, and healthcare groups—from solo practitioners to multi-provider…June 24, 20262 minute read### [RSUs and Taxes: Why High Earners Get a Surprise Bill](https://shreecpas.com/rsu-taxes/)If you work for a public company—or a private one heading toward an IPO—a chunk of your compensation probably comes as Restricted Stock Units (RSUs). They're a great…--- General information, not tax advice for your situation.