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Cash Flow Advisory for Growing Businesses 

At SG Strategic Advisory, we help business owners improve cash flow visibility, profitability, and financial decision-making.

We identify hidden financial risks before they become expensive problems.

Take the Free Cash Flow Checkup

What we help business owners understand

  • Identify hidden cash flow pressure.

  • Improve profitability and margins.

  • Understand where growth is consuming cash.

  • Make decisions with forward visibility instead of hindsight.

  • Translate financial information into practical actions.

Ways We Support Growing Businesses

Cash flow diagnostic

  • Financial review.

  • Identification of cash flow risks.
  • Executive summary
  • Action recommendations
  • 30-minute strategy call

Ongoing advisory (optional)

  • Cash flow forecasting.
  • Financial planning.
  • KPI dashboards.

  • Profitability analysis.

  • Decision support.

Outcome:

Better visibility, stronger decisions, and more confidence in the financial future of your business.

Take the Free Cash Flow Checkup

Flexible CFO Packages for Every Stage of E-Commerce Growth

No two businesses are the same. That’s why our Fractional CFO packages are designed to scale with your business — giving you the right level of support, financial leadership, and insight at every stage.

💼 Starter CFO 

Best for: Early-stage e-commerce founders making consistent sales who need clarity and structure.

Includes:

  • Monthly CFO strategy session

  • Cash flow and profit analysis

  • Monthly financial reporting & KPI dashboard

  • Bookkeeping oversight (data review only)

Outcome:

Gain visibility into your finances and start making confident, data-driven decisions.

📈 Growth CFO 

Best for: Scaling online stores ($500K–$2M revenue) managing multiple platforms.

Includes:

  • Biweekly CFO strategy calls
  • Financial forecasting & budgeting
  • Advanced KPI dashboard (AOV, ROAS, CAC, etc.)
  • Monthly performance reporting
  • Bookkeeping supervision and system optimization

  • Profit optimization strategy sessions

Outcome:
Forecast growth, improve profitability, and manage complexity with confidence.

🚀 Strategic Partner CFO 

Best for: Established e-commerce brands ($2M+ revenue) needing full-scale financial leadership.

Includes:

  • Weekly CFO meetings and active collaboration

  • Multi-channel performance and profitability analysis

  • Comprehensive financial modeling and scenario planning

  • Custom KPI dashboard and growth roadmap

Outcome:
Gain executive-level financial leadership — without the full-time CFO cost.

Optional Add-Ons:

  • Bookkeeping execution (QuickBooks setup, reconciliations, reporting)

  • Corporate tax preparation & year-end coordination.

  • Both bookkeeping and tax services are performed by third-parties.

Let’s Turn Your Numbers into Strategy

Stop guessing and start growing.

With SG Strategic Advisory, you’ll get the clarity, structure, and financial strategy to lead your business confidently.

Take the Free Cash Flow Checkup

Frequently Asked Questions

What is a Cash Flow Diagnostic?

The Cash Flow Diagnostic is a focused review designed to identify hidden cash flow risks, profitability pressure, and operational blind spots. It includes a financial review, executive summary, and a 30-minute strategy call.

We work with small and medium-sized businesses seeking better cash flow visibility, profitability, and financial clarity. Our services are industry-agnostic and can support businesses across multiple sectors.

Traditional accounting focuses on reporting historical results. We focus on helping business owners understand what their numbers mean and use that information to make better decisions.

No. We work virtually with clients across Canada and internationally using secure cloud-based tools and video meetings.

After purchase, you’ll complete a short intake form and schedule a 30-minute meeting. We review your information, identify potential risks and opportunities, and discuss findings and recommendations during the call.

The Cash Flow Diagnostic is offered at USD $195 plus applicable taxes. The service includes a financial review, executive summary, and a 30-minute strategy call.

Cash Flow Advisory and Financial Strategy for Growing Businesses.

Serving clients virtually across Canada and internationally.

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