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CFO Advisory Services

Executive-level finance, without the full-time hire

Our CFOs help you navigate decisions, get prepared for raising capital, and stay financially healthy, month after month.
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Strategic decision support

We guide you through pricing, hiring, expansion, and other critical choices with data-driven insight.
See our Pricing
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Investor-ready reporting

We prepare board decks, forecasts, and KPIs that help you raise with confidence.
Schedule Time with Us
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A strategic partner in your corner

You’ll work with a dedicated CFO advisor who understands your business, meets with you regularly, and acts as a true partner in driving growth.
Learn Our Story
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How it Works

Our proven process makes getting started fast and easy

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Discovery Call

We start with a quick, no-pressure conversation to understand your business, your needs, and where we can help most.
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Customized Onboarding

When you are ready, our team sets up your systems, syncs your data, and builds your reporting foundation — all tailored to how you operate.
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Ongoing Support

Per your needs, we deliver your financials, meet to review performance, and support you with answers, insights, and updates.
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Why Customers Choose Cast

Your finances, done right

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Stress-Free Finance
Your books are clean, your deadlines are met, and nothing falls through the cracks.
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Know Your Numbers, Always
Stay on top of your business with live dashboards and clear, up-to-date reports.
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Real Experts, Real Support
Talk to real humans who know your business and have your back, day in and day out.

Ready to bring clarity to your business with better accounting?

Get started by talking to one of our finance experts today.
Schedule Time with Us
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© 2025 | Cast Finance, LLC | While we employ CPAs, Cast Finance is not a licensed CPA firm and does not provide attest services.