Keystone Advanced Solutions provides fractional CFO services for founder-led and middle market companies that need experienced financial leadership without hiring a full-time executive. Our team helps businesses improve financial visibility, implement forecasting and planning, and support better strategic decision making.
Real results from real engagements—not hypothetical projections
Accelerate cash flow and improve working capital efficiency
Enterprise CFO expertise without the enterprise cost
Financial clarity that builds stakeholder confidence
Healthcare Services•$22M Revenue
A rapidly growing healthcare services company needed investor-ready financials for Series B funding but had 90-day-old books and no financial forecast model.
We implemented real-time financial dashboards, rebuilt their complete financial model, and created a comprehensive 3-year projection that highlighted 40% YoY growth potential with clear path to profitability.
Closed $8M Series B in 4 months
Clean diligence with zero financial red flags
Real-time visibility into unit economics
Board-ready reporting automated
Timeline: Initial implementation in 45 days
A structured approach that delivers quick wins and builds sustainable financial infrastructure
Deep dive into your current financial operations
We analyze your books, systems, and processes to identify gaps and opportunities
Build your financial infrastructure
Establish chart of accounts, reporting cadence, KPI dashboards, and forecasting models
Deploy high-impact improvements fast
Clean up books, automate workflows, and create board-ready reporting packages
Proactive financial leadership
Monthly close support, board packages, strategic planning, and scenario modeling
Embedded partner to your leadership
Regular touchpoints with CEO, board prep, investor relations, and team development
Scale your financial operations
Quarterly business reviews, updated forecasts, capital planning, and process optimization
Deep dive into your current financial operations
We analyze your books, systems, and processes to identify gaps and opportunities
Build your financial infrastructure
Establish chart of accounts, reporting cadence, KPI dashboards, and forecasting models
Deploy high-impact improvements fast
Clean up books, automate workflows, and create board-ready reporting packages
Proactive financial leadership
Monthly close support, board packages, strategic planning, and scenario modeling
Embedded partner to your leadership
Regular touchpoints with CEO, board prep, investor relations, and team development
Scale your financial operations
Quarterly business reviews, updated forecasts, capital planning, and process optimization
Flexible and scalable: Our engagement model adapts to your needs, whether you require intensive support during critical periods or ongoing strategic guidance as you scale.
Clear expectations and measurable standards for every engagement
Complete board materials with financial analysis, KPIs, and strategic recommendations delivered with time for review
Urgent financial questions and strategic decisions get same or next-business-day response from your CFO
Complete financials with management commentary, variance analysis, and forecast updates
Regular touchpoints with CEO and leadership team to stay aligned on priorities and address emerging needs
Reliable rolling forecasts with confidence intervals and scenario planning to guide strategic decisions
Our approach to service: These standards guide every CFO engagement and reflect the level of strategic partnership we aim to deliver. We track our performance regularly to ensure we're providing the value you expect.
Our CFO expertise delivers measurable results for growth-stage companies
We work seamlessly with the platforms you already use
QuickBooks
NetSuite
Sage Intacct
Acumatica
SAP
Stripe
Adyen
Worldpay
Authorize.Net
PayPal
Mercury
Ramp
Bill.com
Stampli
Tipalti
AvidXchange
Gusto
ADP
Rippling
Paychex
Paycom
Get the insights and expertise you need to drive growth, optimize operations, and achieve your business goals.
Develop comprehensive financial roadmaps aligned with your growth objectives. We create actionable plans that transform strategy into measurable results.
Build the financial infrastructure needed for sustainable growth or prepare for fundraising with strategic planning and execution.
Maximize your working capital efficiency with advanced forecasting and management strategies that ensure healthy cash flow in every business season.
Create compelling financial narratives and KPI dashboards that build confidence with stakeholders and support strategic decision-making.
Transform your financial data into actionable insights with customized reporting and analytics that drive profitability.
Position your business for successful exits or acquisitions with strategic financial planning and due diligence preparation.
Get answers to common questions about our Fractional CFO services.
Book a consultation with our CFO team to discuss your specific needs and how we can support your financial strategy.
Each member of our team brings an average of over 12 years of proven expertise in financial and transformational leadership, delivering timely and accurate financials alongside trusted guidance and strategic insights that empower organizations to evolve and thrive. Let's explore how our comprehensive, growth-minded financial solutions can drive greater efficiency and strategic growth for your business.
Give us a call
(805) 334-8869Send us an email
info@keystoneapproach.comLet's discuss how we can help optimize your financial operations and drive growth for your business.