Fractional CFO & Financial Advisory
Finance should make the business easier to understand and lead.
Rightline Advisory provides fractional CFO and financial advisory services for growing businesses that need better visibility into cash, operating capacity, data, and risk.
The situation
When the numbers are not wrong, but they are not enough.
Growth exposes where finance is too informal, too slow, or disconnected from the work. The close runs late. The forecast misses how the work gets done. Margins surface only after the decision is made. Cash looks fine until timing and working capital hit at once.
Rightline turns that scattered picture into reporting, forecasts, and operating models leaders can trust.
Services
Fractional CFO support that ties financial structure to how the business runs.
Fractional CFO leadership
Senior financial leadership without the full-time seat. Structure, judgment, and a steady hand on the decisions that shape where the business goes next.
Cash and working capital visibility
Weekly cash views, 13-week forecasts, AR and AP timing, billing and collections visibility, and financing readiness.
Margins, pricing, and unit economics
A clear read on where you make money and where it leaks, by product, customer, and project. Pricing and unit economics you can defend.
Forecasting and operating models
Driver-based forecasts that connect hiring, sales pacing, delivery capacity, pricing, working capital, and capital needs.
Systems and reporting structure
ERP reporting cleanup, chart of accounts translation, dashboards, data definitions, and practical process ownership.
Financing, transaction, and board support
SBA packages, lender materials, investor materials, diligence support, buyer Q&A, cohort analysis, and transaction readiness.
Approach
The work starts with the business, not the spreadsheet.
A finance function only helps if it fits the way the company runs. That means understanding the revenue model, how cash moves, where capacity is constrained, and the decisions leadership is trying to make.
Rightline starts by stabilizing the basics: close, cash, reporting, and ownership. From there the work moves into forecasts, dashboards, margin views, and the materials boards and lenders rely on.
The point is not more reports. It’s a shared, trusted view of the numbers that leaders can act on with confidence.
Selected work
A few situations we’ve helped leaders work through.
Multi-entity business under cash pressure
Secured $720k in low-interest financing, built lender materials, supported SBA package development, and helped leadership connect reporting, liquidity, and funding choices.
PE-backed operating company
Stabilized the close process and brought its cost down substantially, while advising on reporting and systems paths across legacy and modern ERP options.
Internet services company preparing for transaction activity
Supported exit readiness with churn, CAC, cohort analysis, R&D ROI, data room support, buyer Q&A, and ad hoc analysis tied to transaction goals.
Project-based business with margin pressure
Built project-level gross profit views, scenario analysis, and reforecasting that helped leadership identify where work was losing margin and where process fixes needed attention.
Public-sector organization with complex reporting needs
Decoded a complex chart of accounts and translated it into cleaner data dimensions for a future system implementation.
About
Operators who have run finance, not just advised on it.
Rightline Advisory brings senior financial leadership to growing businesses on a fractional basis. We meet your CFO needs, whether that’s operational analysis, planning around large budgets, or rebuilding and reimagining the finance function itself.
Our work covers your needs: closing the books faster, standing up multi-year plans and KPI dashboards, leading ERP and planning-system implementations, strengthening audit readiness and controls, and owning board reporting, risk, and compliance.
We also lead operating finance for budgets in the hundreds of millions, redesigning planning from incremental guesswork into transparent, model-driven processes that free real money for the priorities that matter.
Build reporting people trust, make tradeoffs visible, and give leadership a financial structure that holds up under pressure.
Accounting support
When the work needs more hands than a CFO.
A CFO can set the structure, but someone has to run it day to day. Through a trusted network of controllers, accountants, and finance staff, Rightline can stand up the accounting support a growing business needs, or fill the gaps on an existing team.
The reporting and processes we build stay staffed, owned, and running long after the heavy lifting is done.
Context
Shaped in complex businesses. Useful in the day-to-day of running one.
Our board-facing work is recognized for giving directors a clear picture of where the business stands and where it’s headed, even through uncertainty, growth, audits, and systems change.
Contact
Have a finance problem that needs structure?
Bring the messy version. One conversation is often enough to see where the structure is missing, and whether we’re the right fit.
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Careers
Interested in doing this work with us?
Rightline grows by adding operators who care about getting the numbers right and helping leaders act. When roles open, you will find them here.