As businesses grow, financial complexity increases faster than internal capabilities. Decisions around cash flow, margins, capital, and people require experienced financial leadership — not just accurate accounting.
White Advisory Group provides CFO and Controller advisory services for growing organizations that need senior-level financial insight, structure, and discipline, without adding a full-time executive to payroll.
For many organizations, hiring a full-time CFO or Controller is premature or inefficient. Our advisory model provides access to senior-level expertise and decision support at a level of engagement aligned to your business needs.
What CFO & Controller Advisory Delivers:
Clear, timely financial reporting that leadership can rely on
Improved visibility into margins, cash flow, and operating performance
Disciplined forecasting and planning to support growth decisions
Reduced financial risk through stronger controls and oversight
Decision support on investments, pricing, staffing, and growth initiatives
Alignment between financial strategy, operations, and people decisions
Our CFO & Controller Advisory Services Include:
Financial Leadership & Oversight
Monthly and quarterly financial review and interpretation
Controller-level oversight of accounting accuracy and close discipline
Financial controls and reporting standards aligned with growth
Planning, Forecasting & Analysis
Budgeting and rolling forecasts
Cash flow modeling and liquidity planning
Margin and profitability analysis by product, service, or location
Strategic & Operational Decision Support
Investment and capital allocation analysis
Pricing and cost structure evaluation
Support for new initiatives, expansions, or organizational changes
Our CFO advisory work integrates closely with accounting and HR services to ensure workforce decisions, compensation structures, and organizational growth are financially aligned.
External & Stakeholder Support
Coordination with auditors, lenders, and external advisors
Financial preparation for financing, transactions, or transitions