CFO Advisory for Businesses

There's a stage every growing professional service business reaches where basic financial management stops being enough. Revenue is there. The practice is running. But financial decisions are getting more complex — and there's no one in the business whose job it is to think about them strategically.

CFO advisory is the answer to that gap.

LTP Advisory provides CFO advisory services to small business owners, independent professionals, and sole practitioners in Los Angeles and California who need CFO-level financial thinking applied to their business — without committing to a full-time executive hire. Henry Lee works as your dedicated CFO advisor, bringing financial strategy, oversight, and clarity to a business that's earned it.

Who This Is For

This service is the right fit if you are:

  • A professional service business owner or other small business with annual revenue of $400K or more

  • Currently without any dedicated financial strategy or CFO-level oversight in your business

  • Relying on your CPA for compliance but lacking anyone focused on financial performance and planning

  • Making major business decisions — hiring, pricing, expansion, equipment — without a clear financial framework to evaluate them

  • Ready for ongoing financial partnership, not a one-time engagement

This is not the right fit for businesses that need bookkeeping, payroll, or tax services. Your existing CPA and bookkeeper stay in place — the fractional CFO works alongside them, not in place of them.

What's Included

LTP Advisory's fractional CFO service includes:

  • Monthly financial review — Regular review of your business financials with interpretation and context, not just numbers

  • Cash flow management — Visibility and planning around cash flow cycles, which affect nearly every professional service business

  • Profitability analysis — Identifying where your business is generating real margin and where it isn't

  • KPI tracking — Establishing the right metrics for your business and monitoring them consistently

  • Strategic financial planning — Forecasting, scenario planning, and financial goal-setting aligned with where you want to take your practice

  • Decision support — A trusted voice when you're evaluating any major financial decision

  • Coordination with your CPA and bookkeeper — Ensuring everyone is working from the same financial picture

FAQs

What is CFO advisory?

CFO advisory is ongoing, strategic financial guidance delivered at the CFO level — without the cost of a full-time hire. A CFO advisor works with your business on financial strategy, performance, planning, and decision-making. For small business owners and independent professionals, it means having an experienced financial mind actively engaged in how your business performs financially.

Do I need to replace my accountant to work with a CFO advisor?

No. CFO advisory works alongside your existing CPA and bookkeeper. Your accountant handles compliance and tax filing. The CFO advisor focuses on strategy, performance, and financial decision-making — a different function that complements rather than replaces what your accountant does.

What kinds of businesses benefit most from CFO advisory?

Professional service businesses — law firms, dental practices, medical practices, and other independent professional practices — with annual revenue of $400K or more tend to benefit most. At this stage, financial complexity has outgrown basic bookkeeping, and the business decisions being made warrant CFO-level input.

The Process

Step 1 — Right Fit Meeting A free 30-minute conversation to understand your business, your financial situation, and whether fractional CFO services are the right fit.

Step 2 — Financial Assessment A structured review of your business financials. This is where Henry builds a complete picture of your business — what's working, what isn't, and where the highest-impact opportunities are.

Step 3 — Assessment Review Henry walks you through the findings in plain language. You'll have a clear picture of your financial gaps and a specific sense of what ongoing fractional CFO support would address.

Step 4 — Ongoing Fractional CFO Engagement If there's a strong fit, Henry outlines the scope and structure of an ongoing engagement. Fractional CFO engagements run in six-month increments.

Investment

Engagements start at $1,497/month, structured as six-month partnerships. Exact investment is determined after the Financial Assessment, based on the scope and complexity of your business.

Ready to Get Started?

If you're a professional service business owner in West Los Angeles and you've been meaning to get a better handle on your finances, the Right Fit Meeting is the right first step.

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