Our Services

Strategic Advising

Strategic Financial Advising

Forward-thinking guidance for smarter, faster decisions.

Sometimes, you don’t need a full-time CFO — you just need a strategic partner to help you think through the numbers, explore new opportunities, and make confident decisions. That’s exactly what our Strategic Advising service is built for.

At Hertford Advisors, we provide high-level financial insight on demand. Whether you're launching a new product, preparing to raise capital, or evaluating long-term growth plans, we help you make sense of the financial side — and move forward with clarity.

What We Do:

We act as a sounding board for founders and leadership teams, helping you connect the dots between operations, growth, and financial performance.

Our strategic advising services include:

  • Business model evaluation

  • Growth planning and scenario analysis

  • Cash flow planning and optimization

  • Pricing strategy and margin improvement

  • Financial goal-setting and KPI development

  • Funding and capital strategy support

  • Budgeting and operational planning

  • Special project consulting

Who It’s For:

Our strategic advising services are ideal for:

  • Founders and CEOs looking to validate big decisions with financial insight

  • Teams preparing for growth, fundraising, or new market entry

  • Companies who want a part-time strategic finance partner without the cost of a CFO

  • Businesses in transition — restructuring, pivoting, or realigning their strategy

Why It Matters:

Strategic decisions come with risk. Our advisors help you evaluate those risks through a financial lens — so you can make smart moves and avoid costly missteps.

We help you:

  • Align your financial strategy with your business goals

  • Stress-test big decisions with expert guidance

  • Plan proactively, not reactively

  • Understand what your numbers really mean — and how to use them

  • Unlock opportunities through better financial visibility

How We Work

We offer flexible advising packages, so you can tap into our expertise as needed — monthly check-ins, project-based reviews, or executive-level brainstorming sessions.

Whether you’re prepping for an investor meeting, navigating a period of change, or simply looking for an outside perspective, we’re here when you need us most.

We’ll help you connect the numbers to the bigger picture — and move forward with a plan.

Contact us.

From outsourced CFO services to day-to-day accounting support, we offer flexible solutions designed to grow with your business. Reach out using the form below, and one of our team members will get back to you to learn more about your goals and how we can help.