Coastview Strategic Advisory is a fractional CFO firm serving founders, small business owners, and nonprofits with annual revenue of $1 million to $15 million. It provides financial clarity, cash flow management, and strategic guidance without the cost of a full-time CFO. The firm begins by understanding each organization’s goals, operations, systems, and challenges, then helps leaders turn financial information into practical decisions.

Services range from a one-time financial review, including KPI, cash flow, and risk analysis, to ongoing CFO support. Its service options include monthly financial reviews, strategy calls, KPI reporting, cash forecasts, budgeting, rolling forecasts, and working capital management. For organizations pursuing larger growth plans, Coastview offers more embedded leadership support, including pricing and margin analysis, scenario modeling, bank and investor reporting, and mentoring for internal finance teams.

Coastview’s approach moves from clarity to control and deliberate growth. Its aim is to help clients improve financial processes, understand business performance, manage cash more confidently, and make informed decisions tailored to their organization.