Got a big goal? You’ve got to say it loud first.
Turn bold ideas into measurable plans through expert guidance, financial modeling, and timely decision-making.
Built for founders making serious moves.
Strategic finance is designed for businesses generating $1M to $10M+ in revenue. It’s for business owners who need real financial strategy, not just reports.
Often, they are:
- Preparing to raise investment
- Scaling operations, entering new markets, or rolling out new services
- Managing growth-related cash flow challenges
- Making high-stakes strategic decisions
- Rebuilding after setbacks or restructuring for the future
- In need of a CFO, but not full-time
If you’re navigating change, growth, new ideas, or uncertainty, this service gives you the space and opportunity to unpack it, map it, and actually move forward with it.
What is strategic finance?
THE DIFFERENCE
While accounting tells you where your business has been, strategic finance helps you plan where it’s going.
WHAT IT BRINGS TOGETHER
It brings together financial modeling, scenario planning, reporting, and expert coaching to help you make the decisions that define your future.
HOW IT WORKS
Each month, you’ll work with experienced finance professionals to get specific about your goals, map out opportunities, and build practical plans to achieve them.
This isn’t a one-off consultation. It’s an ongoing partnership designed to help you make stronger decisions month after month.
Depending on your circumstances and needs, you can count on:
- A weekly, monthly, quarterly or biannual strategy meeting with a CFO
- A client manager for consistent communication, accountability, follow-up, and action items
- Scenario and sensitivity modeling
- Cash flow and runway planning
- Decision support for major moves
- Strategic financial roadmapping
- Ongoing advisory input
- Regular thought-provoking, energizing conversations
Consider us your CFO, without the full-time cost.
This is ideal for businesses that need the next stage of insight and financial leadership without committing to the full-time salary, benefits, and long-term overhead that comes with it.
Even better, we’re a team of CFO’s.
You’re never relying on one person’s perspective or area of expertise. Instead, you benefit from collective thinking that broadens your options and ensures every decision is viewed from multiple angles.
It’s senior-level financial leadership when you need it most: flexible, scalable, and aligned to the stage your business is in today.
Meet one of our strategists behind the process.
Here’s our team lead, Kelly. She helps many of our clients define what they want to do next.
She’s a controller, CPA, and fractional CFO and particularly good at creating momentum and making things happen.
What our clients say
"Nimbl has provided us [with] a fantastic solution for the right stages of our development at the right time. We would not have been able to make the strides we have without their help.”
Alexander Soto
"Shane and the company have done a great job really understanding their customers’ needs and then working as part of the team to find success.”
Alexander Soto
“I was impressed that we were able to ramp up so quickly. Over time, the services have really gelled — Nimbl knows what we need.“
Brett Rigby
VP of Government Affairs & Special Projects, Zenni Home
Every major move starts with a financial strategy.
Whether you’re raising capital, managing cash flow, expanding into new markets, or rebuilding after a setback, you need a strategy built to support your next move.
What are you going to do next?