CFO consulting services for SMBs

Financial leadership that connects your numbers to the way your business runs.

Revenue is growing, but cash is still tight. You may struggle to explain your margins or get reports in time to decide what to do next. I provide CFO consulting services for SMBs that need to understand their numbers and improve the systems behind them. I work with food and beverage, manufacturing, technology, and service companies with $1 million to $30 million in annual revenue.

Cash flow and planning
Profitability analysis
Reporting and month-end close
Financial systems and processes
Exit preparation
Yury Zabella, fractional CFO

When growing businesses need CFO support

As your business grows, financial reporting needs to keep pace with changes in production, staffing, sales, and spending.

You may need CFO support when:
Unclear Profitability
You cannot tell which products, services, or projects are profitable.
Cash Flow Challenges
Cash flow is hard to predict, even when revenue is growing.
Slow Month-End Close
Month-end reporting arrives too late to explain a change in margin or cash.
Disconnected Systems
Manual work or disconnected systems take time away from operating the business.

CFO consulting services for SMBs

I look at how your business runs and connect that work to your financial plan. Depending on your stage and priorities, I can help with:

Cash flow and planning
Build forecasts and evaluate business decisions with a clearer view of cash.
Profitability analysis
Understand margins by product, service, or project, including the impact of labor costs.
Reporting and month-end close
Improve financial reporting so you can use it to guide decisions.
Financial systems and processes
Connect finance tools with CRM, ERP, production, and operating data.
Exit preparation
Normalize financials, prepare for diligence, and reduce reliance on the owner through documented processes.

CFO consulting options and pricing

I work with businesses at three stages. The scope depends on your goals and what needs to be done.

Start-Ups: Building the Foundation
$275
/ hour
Or a monthly retainer of $3,300
Up to 12 hours. Financial controls, core systems, and cash flow planning.
Growth-Focused: Optimizing for Scale
$350
/ hour
Or a monthly retainer of $5,250
Up to 15 hours. Profitability, month-end reporting, labor costs, and billing.
Exit-Focused: Maximizing Asset Value
$425
/ hour
Or a monthly retainer of $8,500
Up to 20 hours. Normalized financials, diligence, and owner-dependency reduction.

You can work with me hourly or through a monthly retainer with a three-month minimum commitment. Retainers cover up to the monthly CFO hours shown. If you need additional hours, they are billed at your tier's hourly rate.

Retainers do not include bookkeeping, accounts payable or receivable processing, or daily operational accounting. See full pricing details.

How I work with you

1. Review your goals.

I learn how your business works and review your numbers and systems. We decide whether working together is a fit.

2. Map the gaps.

I trace how cash, inventory or services, and operating data move into your financial reports.

3. Improve the finance process.

I work on your reporting, systems, and processes so you can see how the business is performing and act on what you find.

4. Plan for the next stage.

I build financial models, reporting, and processes around your growth plans or future sale. When needed, I can help hire and train finance staff to take over day-to-day work.

Financial experience with an operator's perspective

A client result

“Yury has touched nearly every part of our business, and every time he steps in, we save time, money, or both. He rebuilt our month-end close process, cutting the cycle by more than 80% and giving us clean, reliable financials faster than we thought possible. Yury also led the implementation of automated PO issuance and SO invoicing, dramatically improving accuracy and eliminating hours of manual work. He brings financial discipline and operational clarity together in a way that materially changes how a business runs.”
Anthony Artuso, Owner, Artuso Pastry
Schedule a consultation
FAQ

Frequently asked questions

What do CFO consulting services for SMBs include?

Services can include cash flow forecasting, profitability analysis, financial reporting, systems integration, and planning for growth or a future sale. What I work on depends on your business stage and priorities.

How is a CFO different from a bookkeeper or accountant?

Bookkeepers record transactions; accountants often handle reporting, tax work, and compliance. I focus on planning ahead: forecasts, profitability, systems, and the decisions you make with those numbers. I can work alongside your existing finance team.

What size businesses do you work with?

I work with growing companies with $1 million to $30 million in annual revenue, especially in food and beverage, manufacturing, technology, and services. The right fit also depends on the financial and operational questions you need to solve.

How much do CFO consulting services cost?

Hourly rates range from $275 to $425. Monthly retainers range from $3,300 to $8,500, depending on the business stage and scope. View the pricing details

Do you provide bookkeeping or daily accounting?

No. Retainers do not include bookkeeping, accounts payable or receivable processing, or daily operational accounting. I can work alongside your bookkeeper, accountant, or internal finance staff.

Can you help prepare my business for a sale?

Yes. Exit-focused work can include normalizing financials, preparing systems for due diligence, and documenting processes to reduce owner dependency. The goal is to get your financials and operations ready for a sale.

Make your next business decision with clearer numbers

Understand what drives your cash and margins, and you have a better basis for planning what comes next. I connect finance, operations, and systems so your decisions reflect how your business runs.
Companies Yury has worked with
Peet's Coffee logoSynoptek logoFoodSpot logoGalaxy Desserts logoArtuso Pastry Foods logo
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