About Promenade Advisors.

Promenade Advisors specializes in providing expert financial consulting, coaching, bookkeeping, and full or part-time CFO services for small to large companies. With over 50 years of combined experience, we deliver tailored solutions that empower businesses to make informed financial decisions and plan for the future.

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Who We Are.

Our team includes seasoned professionals with backgrounds in CFO services, financial forecasting, and business strategy consulting. We offer a wide range of services, including outsourced bookkeeping, cash flow management, tax preparation, and QuickBooks setup and training. Whether you're looking to streamline your financial processes, plan for growth, or need guidance on mergers and acquisitions, we are here to help you succeed.

Areas of Expertise.

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Bookkeeping
Comprehensive bookkeeping services that ensure accurate, compliant and up-to-date financial records.
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CFO Services
Providing expert part-time or full-time financial leadership, helping businesses optimize cash flow, financial forecasting, and strategic planning.
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Coaching and Advisory
Offering personalized recurring sessions to guide business leaders on strategy, growth hacking, and tough decisions - all at a reasonable monthly cost.
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Financial Planning & Analysis
Strategic financial forecasting, budgeting, and long-term financial planning to drive business growth.
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Tax Planning & Preparation
Specialized tax services for businesses and individuals, focusing on compliance and tax optimization.
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Strategy and Consulting
We provide game plans to help you optimize operations, identify growth opportunities, and navigate complex market conditions.
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Mergers & Acquisitions Advisory
Expertise in valuation, financial modeling, and advisory for buy-side and sell-side M&A transactions.
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Financial Statement Preparation
Preparing detailed financial statements for monthly, quarterly, and annual reporting needs.
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Cash Flow Management
Optimizing cash flow through forecasting, monitoring, and tailored strategies to improve liquidity.
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Blockchain Financial Advisory
Expertise in financial planning and structuring for Web3 and blockchain-based businesses.
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Corporate Solutions
Specialized financial services tailored to the complex needs of corporate clients and large enterprises.
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HOW IT WORKS

Our Process.

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STEP #1

CONSULTATION

Start with a free consultation, where we meet with you to explore your specific goals and needs.

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STEP #2

CREATE A PLAN

We develop a custom financial plan designed to address your business’s challenges and objectives.

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STEP #3

LONG-TERM SUPPORT

Our team offers continuous support, tracking and refining the plan to help your business succeed.

WE’RE HERE TO HELP

Meet The Team.

Get to know the experts, where each member brings years of specialized experience in financial management and business strategy. Read our bios to learn how our services can support your financial needs.