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Strategic Services

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What We Offer

Services Designed to Bring Strategic Insight

Financial Reporting & Leadership

  • Operational & Profitability Analysis
  • Budgeting, Forecasting & Variance Analysis
  • Financial Consulting & Reporting
  • Internal Controls & Processes
  • Key Performance Indicators
  • Software Implementation Assistance
  • SEC Reporting

Financing Resources

  • Conventional Bank Financing
  • Alternative Financing
  • Equity Solutions
  • Grants
  • SBA Loans

Business and Strategic Planning

  • Business Plan Development
  • Forecasting
  • Capital Resource Planning
  • Cost Reduction Strategies
  • Compliance & Risk Management
  • Industry and Competitor Research

Accounting Support

  • Outsourced Accounting
  • Recruiting Services

Fractional SNB Consulting

  • Expert Financial Oversight
  • Cash Flow & Risk Management
  • Capital Raising & Financing
  • Strategic Growth Planning
  • Mergers, Acquisitions & Turnarounds
  • Cost-Effective CFO Leadership

Cash Flow Management

  • Avoid Cash Shortages
  • Maximize Discounts
  • Improve Operations
  • Cash Flow Projections
  • Vendor & Lender Negotiations
  • Strategic Cash Management
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Specialties

Fractional CFO Services

SNB CFO & Advisory’s success is built on four pillars we believe are fundamental to making informed, strategic business decisions.
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Pillar #1 - Strategic Goal Setting

  • What do you want to achieve, and what are the steps to achieve it?
  • Having clear goals that drive your company in a specific direction is critical to long-term success.
  • We’ll come alongside and help you formalize your business goals and build a plan to achieve them.

Pillar #2 - Budgeting

  • Achieving your strategic goals requires a well planned and executed budget.
  • The budget is not meant to restrict spending, but to inform it.
  • We’ll lead a budget assessment every month to identify areas where spending has deviated from the plan and adjust the plan accordingly.

Pillar #3 - Monthly Financial Review

  • Budgeting is just one component of the monthly financial review.
  • As part of the monthly review meeting, we’ll review performance against KPI’s, budget, and forecast.
  • The goal of the financial review is to identify areas in the business which require a response from management. For example, questions like:
  • If margins drop because the cost of materials increased, do we need to consider increasing prices or finding a new supplier?
  • If we’re coming up short on the revenue forecast, do we need to adjust the sales plan or offer an incentive to attract new business?

Pillar #4 - Cashflow Forecasting

  • We’ll build a cashflow forecast to better inform the timing of cash expenditures.
  • “Should we buy a new service vehicle this month? In three months? In a year?”
  • A cashflow forecast helps align the spending of cash with the long-term strategic plan.
  • The goal is to minimize the need for short-term, expensive solutions to cashflow constraints.
Service Packages

Pricing Models For Every Need

SNB offers various levels of support to our clients. Whether you need us a lot, or just enough to point you in the right direction, our focus is your growth. Book a consultation for details.

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Essential

Fundamental business support

Monthly (60 min.) Planning Meeting

Financial Analysis

Goal Setting

Professional

Timely data to grow your business

Monthly (60 min.) Planning Meeting

Mid-Month Check-in Call

Financial Analysis

Goal Setting

Budgets & Projections

Cash Flow Forecasting

Enterprise

Proactively supporting your growth

Monthly (60 min.) Planning Meeting

Mid-Month Check-in Call

Financial Analysis

Goal Setting

Budgets & Projections

Cash Flow Forecasting

Project Costing

WIP Management 

Why Choose Us

Hands-on financial guidance to help you reach your goals

At SNB Consulting, we combine practical experience with data-driven insights to help you build a strong and sustainable financial foundation. Whether you’re streamlining operations, improving reporting, or planning for growth, we guide you every step of the way—so you always know what decisions to make and why.

  • Strengthen your financial processes
  • Improve long-term planning and stability
  • Analyze profitability and uncover new opportunities
  • Simplify financial operations and reduce stress
  • Understand your business’s financial performance
  • Protect your company’s assets
  • Build systems that enhance team performance
  • Enhance decision-making with clear, accurate financial insights
  • Increase efficiency with streamlined, data-driven workflows
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What We Offer

Data-Backed Insights

Make confident decisions with clear, accurate financial information.

Financial Clarity

Understand exactly where your business stands and what steps to take next.

Tailored Solutions

Every business is different. Our services are customized to your unique challenges and goals.