CFO-level clarity. KPI dashboards that make sense. Investor-ready models. All done for you — fast.

Our CFO advisory

Growth-focused financial leadership

Drive growth, maximize value, and transform your finances with FISCALLION strategic CFO advisory services

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Trusted by 50+ SaaS businesses, marketplaces, and platforms:

Capabilities

Your Strategic CFO Advisory Partner for success

The heart of competitiveness and growth of any business is a strong finance function. And, to achieve financial health, your company needs more than just a bookkeeper. Indeed, you need professional CFO advisory services to help you make informed decisions, plan for growth, manage risks, and improve financial and operational performance.

In other words, CFO advisory is not a consulting service only - it is the difference between calculating numbers and leading with them.

Business growth planning

Financial risk assessment

Long-term financial vision

Strategic budget planning

Burn rate management

Cost structure analysis

Finance ops optimization

Runway extension planning

WHO BENEFITS

Who are our CFO advisory services meant for? Here's who can benefit:

SaaS (Software as a Service) Businesses

We meet the specific needs of SaaS: financial planning and analysis, cash flow management, revenue recognition, metrics reporting, and fundraising support.

Marketplaces and Platforms

We offer specialized guidance, like digital transformation, risk management, and financial planning, to navigate the unique challenges of these businesses.

Tech-Enabled Services

We help streamline financial processes, integrate technology into decision-making, and design scalable systems that support expansion without adding unnecessary complexity.

Venture-Backed Startups

Since these companies use venture capital to fund their business, our consulting CFO services mostly focus on strategic capital allocation and investor support.

Bootstrapped Tech Startups

We help bootstrapped startups achieve growth and sustainability mainly through financial modeling, optimizing cash flow strategy, and strategic budget planning.

CLIENT STORIES

From startup to scale-up: Client Stories

"I was impressed by Aleksandar’s professionalism and ability to deliver. The project was completed on time, within budget, and made a real impact on our business."

— Paula Sanders | Senior Vice President

Before Fiscallion

Finance was scattered across reports with no central clarity. Execution slowed due to manual processes and lack of insight.

No financial visibility across teams

Projects missed budgets and timelines

Leadership lacked confidence in data

After Fiscallion

Finance became streamlined, structured, and execution-ready.

On-time, on-budget project delivery

Full financial clarity across operations

Real impact on growth and decision-making

faqs

Your Questions, Answered

How quickly can I start seeing value from Fiscallion’s FP&A?
Fast. We deploy proven FP&A frameworks and financial infrastructure - so you start getting forward-looking insights within weeks, not months. That means you move from reactive reporting to proactive growth planning quickly.

How does Fiscallion’s FP&A differ from accounting or bookkeeping?
Accounting looks backward - FP&A looks forward. We layer insights on top of your financials, translating ledger data into future-focused strategy: budgeting, forecasting, KPI alignment, and decision-ready visual reports.

Is FP&A only relevant for larger startups?
Not at all. Whether you're a bootstrapped tech startup or VC-backed, once growth introduces complexity, FP&A becomes mission-critical. It turns raw data into a strategic roadmap - regardless of your size or stage.

How does Fiscallion’s FP&A help me avoid financial surprises?
By combining real-time data with rolling forecasts and scenario planning, we surface early warning signals - like burn rate spikes or revenue dips - so you can preempt issues before they become problems.

What exactly does Fiscallion’s FP&A service include?
We handle the heavy lifting - building dynamic financial models, scenario-based forecasting, strategic budgeting, and performance analysis. Then, we interpret the numbers to fuel smarter decisions, optimize cash flow, and scale growth with clarity.

Is this service suited only for venture-backed startups?
Not at all - while we serve venture-backed tech startups, we’re equally equipped to support bootstrapped SaaS, marketplaces, and tech-enabled businesses. If you're looking to raise capital with clarity and confidence, we're here for you

How does Fiscallion streamline due diligence prep for investors?
We simplify investor requests by building a structured due diligence checklist - covering everything from financial models and cap table snapshots to historical performance. This organized approach saves time and maximizes your ability to close rounds quickly with confidence.

Will Fiscallion help with your pitch deck and investor communications?
Yes - beyond number-crunching, we shape your financial story. We refine your pitch deck’s financial slides, calibrate your messaging for investor audiences, and help ensure communications are consistent, compelling, and backed by rock-solid data.

How can Fiscallion’s investor-ready models boost my confidence with investors?
Our models translate your key metrics into a clear, compelling narrative - projecting runway, scalability, and ROI in ways both you and investors instantly grasp. This financial clarity builds trust and positions you as a prepared, strategic partner.

What specific support does Fiscallion provide during a fundraising round?
We deliver end-to-end strategic support - from building investor-ready financial forecasts and dashboards to crafting pitch deck financials and managing investor communications. Plus, we prepare you with a complete due diligence checklist so you’re always one step ahead.

Is Fiscallion’s advisory service more than just a consulting engagement?
Absolutely. We embed as your strategic finance partner - delivering operational execution, long-term vision, and real financial leadership. This isn’t passive advice - it’s active, tailored, and focused on turning your financial function into a competitive advantage.

How can Fiscallion help manage runway and burn?
We analyze your cost structure, revenue trends, and expense patterns to drive smarter budgeting and extend your runway - so you can grow intentionally without running out of cash. Whether you're venture-funded or bootstrapped, this helps you scale with financial confidence.

How do KPI dashboards and investor-ready models accelerate growth?
Our dashboards surface the metrics you actually use - so you can monitor performance in real-time and shift from reactive to proactive leadership. Investor-ready models make your financial narrative transparent, compelling, and data-driven - helping secure funding, build credibility, and accelerate raising rounds.

Who benefits most from Fiscallion’s CFO advisory services?
We serve growth‑minded tech companies - including SaaS businesses, marketplaces, tech‑enabled services, venture‑backed startups, and bootstrapped tech ventures. Whether you need help scaling, optimizing cash flow, planning for growth, or supporting investors, we’re positioned to meet your unique challenges.

What does Fiscallion’s strategic CFO advisory include?
We go beyond bookkeeping - Fiscallion delivers CFO-level clarity via KPI dashboards, investor-ready financial models, burn-rate and runway planning, cost-structure analysis, strategic budgeting, finance ops optimization, and long-term financial visioning. In short: we transform numbers into a growth-driving strategy.

How does Fiscallion deliver this service faster than in-house solutions?
We’re your on-demand, fractional CFO with deep expertise in strategic finance and tech stacks. Instead of building systems from scratch in-house, we integrate quickly, apply proven financial models, and deliver dashboards and reporting that scale - so you get CFO-level visibility without the full-time commitment.

What kinds of metrics and tools are included in the KPI dashboards?
Our KPI toolkit covers runway and cash burn models, strategic forecasting tools, monthly performance dashboards, and budget planning - all crafted to provide clarity, support proactive decisions, and prepare you for board or investor review.

Who benefits most from Fiscallion’s KPI dashboard services?
Founders scaling tech-driven businesses - SaaS platforms, marketplaces, tech-enabled services, venture-backed or bootstrapped startups—all find value in our KPI solutions. We bring structure, transparency, and strategic insight to operations at every funding stage.

How do Fiscallion’s KPI dashboards help me avoid decision-making chaos?
We trim out vanity metrics and focus on actionable, growth-oriented KPIs tied to your business goals. That lets you shift from reactive firefighting to proactive leadership - cutting through noise, spotting risks early, and making faster, smarter financial decisions.

What can I expect from Fiscallion’s KPI dashboard and reporting service?
You’ll get more than charts - you’ll receive CFO-grade insight delivery. Our dashboards spotlight only the metrics that matter, alongside monthly reporting, cash-burn tracking, startup runway modeling, dynamic forecasting, KPI-driven budgeting, and board-ready forecast decks. This gives real-time, strategic visibility to help you confidently steer growth.

Have more questions? Send us an email

Contact FISCALLION