CFO Advisory Services in Denver

CFO advisory is one ongoing engagement rather than a set of separate services. Depending on what the business needs, it draws on CFO engagements, profit and cash flow analysis, executive scorecards, rolling forecasts, financial roadmaps, capital planning, and recurring monthly reviews. It is designed for founder-led companies that need better visibility into margins, liquidity, pricing, and major decisions without hiring a full-time CFO.

vCFO, or virtual CFO, services provide strategic financial guidance remotely or through a flexible engagement rather than employing an in-house chief financial officer full time. A vCFO interprets financial results, builds forecasts, monitors cash, and advises on planning decisions. The goal is to give owners ongoing CFO-level insight, accountability, and financial structure at a right-sized level of support.

CFO advisory is valuable when revenue growth brings more financial complexity than bookkeeping alone can manage. Common triggers include inconsistent cash flow, shrinking margins, uncertain pricing, planned hiring, expansion, financing, or a need for reliable forecasts. MIV Partners focuses on founder-led businesses generating $1M-$15M in revenue that need strategic financial leadership but are not ready for a full-time CFO.

Bookkeepers record transactions and maintain financial records, while accountants may prepare reports, tax filings, or compliance work. A CFO advisor uses that financial information to guide decisions. This includes analyzing profit drivers, forecasting cash, assessing pricing and cost structure, setting KPIs, and planning for capital needs. MIV Partners works alongside the bookkeeper and CPA you already have; bookkeeping, cleanup, and tax preparation are not part of the engagement.

The Financial Assessment reviews the areas that most affect profitability and liquidity. Depending on the business, it may examine revenue, gross margins, operating expenses, customer or service-level profitability, working capital, receivables, payables, and cash conversion. MIV Partners then walks you through what was found in a Findings Review, so leadership can identify financial risks, protect cash, and prioritize improvement opportunities. The Right Fit Call, Financial Assessment, and Findings Review are all at no cost.

Yes. CFO advisory helps create visibility and control around expected cash inflows, outflows, timing gaps, and upcoming obligations. MIV Partners develops cash flow forecasts, reviews working capital, monitors receivables and payables, and identifies measures that can improve cash availability. Ongoing forecasting helps leaders anticipate constraints early rather than making reactive decisions after cash becomes tight.

The engagement cadence is tailored to the company's needs and decision cycle. MIV Partners begins with a 30-minute Right Fit Call, followed by a Financial Assessment and a Findings Review, and then settles into an ongoing monthly rhythm. Monthly sessions cover performance against forecasts, cash position, the executive scorecard, emerging issues, and decisions involving investments, hiring, pricing, or financing.

CFO advisory is priced as a monthly retainer scoped to the company's financial complexity, objectives, and required level of ongoing support, and it is fixed in writing before either side commits. Rather than paying the salary and benefits of a full-time executive, businesses engage for targeted strategic leadership. The Right Fit Call, Financial Assessment, and Findings Review are all at no cost, so you can assess fit and financial priorities before any commitment.