Our Services

With Link2CFO as your partner, you gain the financial leadership needed to build a strong foundation and drive long-term success for your small business

What we do

  • Strategic Kickoff (60–90 min) — align on goals, uncover issues, set priorities

  • Weekly CFO Access — Zoom, email, or Loom — whatever fits your workflow

  • Custom Roadmap — clear, actionable steps to boost profit and scale

  • Financial Review — deep dive into P&L, balance sheet, budget, and forecast

  • Decision Support — real-time help with pricing, hiring, capital, and growth

  • Optional Add-Ons — forecasting, budgeting, due diligence, and cash flow models

Who we service

  • Businesses generating $2M–$30M in annual revenue

  • Entrepreneurs and CEOs of e-commerce, SaaS, construction, and service-based companies

  • Founders preparing for growth, fundraising, or acquisition

  • Operators who need clarity, confidence, and strategic financial guidance — now

  • Companies scaling fast but not ready for a full-time CFO

problems We solve

  • Unlock hidden cash flow and profit opportunities

  • Clarify your financial path to growth

  • Build investor-ready financials and forecasts

  • Eliminate decision paralysis with expert insight

  • Bring confidence to pricing, hiring, and scaling

  • Help you think like a CFO — even if you're the founder

Our Core Financial Services for small business Success

  • Partner with seasoned financial experts who provide high-level strategic guidance to support your leadership team. Our executive advisory services help you navigate complex financial challenges, drive sustainable growth, and make informed decisions without the need for equity-based partnerships

  • Benefit from meticulously prepared and analyzed financial statements that go beyond compliance. We provide clear, actionable insights to guide your strategic planning, enhance transparency, and support your business's financial success

  • Develop a high-performing accounting team with expert mentorship and leadership tailored to your business needs. We work closely with your staff to enhance their skills, improve processes, and ensure seamless financial operations, fostering a culture of excellence within your organization.

  • Gain a comprehensive understanding of your business's financial health through detailed assessments and analyses. We identify strengths, uncover inefficiencies, and provide tailored recommendations to optimize profitability, improve cash flow, and position your business for long-term success.

  • Strengthen your financial relationships with CPAs, banks, and merchants by leveraging our expertise in relationship management. We help you optimize your performance, secure favorable terms, and build lasting partnerships that support your business's growth and financial stability