Fractional CFO Consulting.

At Promenade Advisors, you can trust us as your dedicated Head of Finance. We offer both part-time and full-time CFO services tailored to your needs. Our superior financial management includes cash flow forecasting, financial modeling, strategic planning, and active participation in company meetings to ensure long-term success.

Our Fractional CFO services start at $2,500 per month, offering the financial leadership you need without the full-time cost.

Delivered With Integrity.

Unlike traditional CFO services, we offer a full suite of comprehensive solutions that go beyond financial oversight. From strategic planning and business development to bookkeeping and HR, our holistic solution is designed to meet the needs of your business with confidence.

Promenade Advisors stands for integrity, offering leadership rooted in honesty, professionalism, and ethical responsibility. We believe in building relationships based on mutual respect and transparency.

Partner with a CFO you can trust.


Meet Damian Greco.

Damian is a seasoned Chief Financial Officer (CFO) and Financial Consultant with over 25 years of experience leading business strategy for high-growth companies.

Read Damian’s full biography below.

OUR EXPERIENCE

Case Studies.

These case studies showcase 3 engagements from our Core Services.

They demonstrate our ability to deliver across our services on an à la carte basis or across the board for dependability and success.

  • Goal: Replace bookkeeper that was not providing a timely and consistent month-end close and therefore limited ability to monitor profit margins and inventory demand planning.

    Solution: Promenade's expertise in consumer products and ERP's was a natural upgrade to the former vendor. 1) Review issues with absent monthly accruals. 2) Improve the Chart of Accounts, 3) Confirm month-end close list of data required from Founder to provide, 4) Shortened close from 30 days with prior vendor to 4 days with draft financials by 7th day.

  • Goal: The Lead Investor in company's Series A financing requested that Promenade be an advisor to develop the Brand's story and mission statement.

    Solution: 1) Confirm the values of the brand which separates it from their competitors, 2) Create a 24 month blueprint for slotting in the upcoming influencers who share the same values, 3) Tap into Promenade's network of creators to develop and film the content across 3 of these influencers that will coincide with the sneaker design collaborations. 4) Utilize Promenade's relationship with Men's Health Magazine's Fashion Editor to introduce the sneaker brand which has led to 8 years of ongoing free publicity, 5) Result of the marketing campaign has led to Awards for the Director who Promenade brought on and massive credibility for the Brand which has led to millions in sales.

  • Goal: The Company with offices in the U.S. and Europe needed a solution for their entire back office needs across the areas of: accounting, finance, HR, compliance, tax prep, a liaison with its external counsel, and investor relations.

    Solution: Prior to closing its Series Seed financing, Promenade was tapped to deploy its Enterprise Solution for the full suite of the company's back office needs. From the first 5 employees to a team of now over 75 employees and contractors across the globe, we have worked lock-in-step with the founders to manage a breadth of responsibilities at a huge cost savings that would otherwise equate to at least 2 full time hires with six figure salaries and benefits. Our years of experience across tech companies, allow us to manage high six figure monthly cash burns with ease and always anticipating the unexpected albeit by new opportunities, critical hires, and the volatility of global market conditions.

CFO Services FAQs.

  • A Fractional CFO provides financial leadership and controls on a part-time basis, offering the same expertise as a full-time CFO without the cost of a full-time salary and benefits. Depending on the size of the company and day-to-day needs will determine which tier of fractional CFO time and access you will need to start with.

  • A Fractional CFO helps optimize your financial strategy, manage cash flow, and improve profitability - giving your business the expertise it needs without the costly overhead of a full-time executive.

  • Yes, each of these key components of your business can start on an individual basis and scale to our Enterprise Solution. Think of them as parts that start with our bookkeeping solution with an addition of our strategy arm and finally fractional CFO.

  • Our services start at $2,500 per month and scales as the needs of management increases due to the growth of revenues, new investment capital, and the overall complexity of the business evolves.

  • If you're facing rapid growth, as CEO you need to focus your time on your sales and marketing, and you are struggling with managing cash flow then it is time to partner with a Fractional CFO and give yourself the peace of mind that you need for these critical parts of the business.

  • A CFO (chief financial officer) focuses on the strategic financial management of your business, while a CPA (certified public accountant) handles tax preparation and filings. Both professionals work closely together, especially when your CPA is also your bookkeeper and/or your Fractional Controller like we offer at Promenade Advisors.

  • In addition to CFO services, we provide comprehensive bookkeeping, strategic business advisory or coaching, Human Resources management, tax preparation, and structured finance for equity or debt transactions - also known as private placements which may include mergers and acquisition activity.

    Read about our full suite of services Here.

  • Yes, we manage any state compliance filings and updates to your Articles of Incorporation, Bylaws, and outside liaison with valuation firms for stock option plans 409a updates and Sarbanes-Oxley requirements.

HOW IT WORKS

Our Process.

STEP #1

CONSULTATION

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

STEP #2

CREATE A PLAN

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

STEP #3

LONG-TERM SUPPORT

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

READY TO BEGIN?