At Cornerstone Advisory, we provide CFO-level financial leadership, operational finance support, and strategic advisory services designed to help businesses improve visibility, strengthen performance, and scale with confidence. Our approach combines executive financial oversight with practical operational insight to help business owners move beyond basic reporting into informed decision-making and long-term strategic growth.

We partner with business leaders to create financial clarity, improve processes, strengthen internal structure, and align financial strategy with operational goals and sustainable profitability.

Services Include:

• Accounting & Financial Management
Comprehensive financial oversight including financial statement preparation, month-end close support, account reconciliations, reporting accuracy, and organizational financial structure support.

• Bookkeeping & Operational Financial Support
Ongoing transaction management, AP/AR oversight support, expense tracking, cash flow organization, and day-to-day financial operations designed to improve visibility and consistency.

• Controller Services
Internal controls, financial review processes, policy development, compliance support, close management, audit readiness, variance analysis, and operational financial oversight to strengthen financial infrastructure.

• CFO Advisory & Strategic Financial Leadership
Executive-level financial guidance focused on profitability, margin improvement, business performance, cash flow strategy, capital planning, financial decision support, and long-term business growth.

• Forecasting, Budgeting & Financial Planning
Cash flow forecasting, operational budgeting, financial modeling, scenario planning, KPI development, profitability analysis, and strategic planning support to improve future visibility and decision-making.

• ERP, Systems & Process Improvement
Support with financial systems organization, reporting workflows, process improvement initiatives, operational efficiency reviews, ERP alignment, and financial process optimization.

• Strategic Finance & Business Advisory
Financial strategy aligned with operational goals, growth planning, cost structure analysis, margin visibility, organizational scalability, investor-readiness support, and executive decision-making guidance.

• Business Performance & Operational Analysis
Operational reporting, profitability reviews, cost management insights, trend analysis, and financial visibility designed to help leadership teams make informed and timely business decisions.

Cornerstone Advisory focuses on financial leadership, operational insight, and strategic support services tailored to the needs of growing businesses, entrepreneurs, and organizations seeking stronger financial structure and long-term sustainability.