CFO Advisory Services in Portland

A CFO advisor provides part-time, ongoing financial leadership without the cost or commitment of hiring a full-time chief financial officer. The role can include analyzing profitability, managing cash flow, building forecasts, improving reporting, evaluating pricing and costs, and guiding decisions about hiring, expansion, and capital. MIV Partners also helps founders turn financial results into specific next actions.

A business should consider a CFO advisor when it has outgrown basic bookkeeping but does not yet need a full-time finance executive. Common signs include inconsistent cash flow, unclear margins, unreliable forecasts, rapid growth, major hiring or expansion decisions, or difficulty understanding which services, customers, or costs drive profitability. MIV Partners focuses on founder-led companies with $1M–$15M in annual revenue.

Bookkeepers record and organize transactions, while accountants commonly prepare financial statements, tax work, or compliance-related reporting. A CFO advisor uses that information to guide future-facing business decisions. This includes interpreting trends, testing financial assumptions, forecasting cash, evaluating profitability, and creating a financial strategy. MIV Partners works alongside the bookkeeper and CPA you already have; bookkeeping, cleanup work and tax preparation are not part of the engagement.

The Financial Assessment examines where the business is generating money, where it may be losing it, and what is limiting financial performance. The review can cover revenue, gross margins, operating expenses, customer or service profitability, working capital, receivables, payables, and cash conversion. Findings are translated into actionable recommendations to strengthen liquidity, improve profitability, and address financial risks. The initial diagnostic is complimentary and requires no commitment.

Yes. A CFO advisor helps make cash flow more predictable by forecasting expected inflows and outflows, identifying timing gaps, reviewing working capital, and monitoring potential liquidity risks. The work may include examining accounts receivable, accounts payable, expense timing, and future capital needs. Rather than reacting after a shortfall occurs, leadership gains a forward-looking view of constraints and practical options for improving cash availability.

Engagements begin by appointment with a 30-minute Right Fit Call. For ongoing partnerships, MIV Partners provides recurring monthly financial reviews. Monthly discussions can cover actual results versus budgets and forecasts, KPIs, cash flow, emerging concerns, and upcoming business decisions. The cadence creates consistent accountability while allowing financial leadership to remain aligned with changing priorities.

MIV Partners can build executive scorecards, rolling forecasts, cash flow forecasts, and financial roadmaps tailored to the business. Scorecards can track revenue, gross margin, operating expenses, profitability, cash position, and business-specific operational metrics. Rolling forecasts are updated as current results and assumptions change. Together, these tools give founders a clearer, current view of performance and the financial implications of planned decisions.

CFO advisory pricing is tailored to the company’s stage, goals, and financial complexity, because the scope can range from a focused diagnostic to an ongoing strategic partnership. MIV Partners offers a complimentary Financial Assessment with no cost and no commitment as an entry point. That conversation helps clarify the financial priorities, support required, and the appropriate structure for an engagement.