Not every company needs a full-time CFO—but every company requires financial clarity. At Sunrise Alliance LLC, we provide Fractional CFO services that deliver high-level financial strategy and oversight without the full-time cost. Our team collaborates with your leadership to guide budgeting and forecasting, performance analysis, and long-term planning—equipping you with the financial insight necessary for confident growth.
Our CFO services are customized to align with your business goals and operational needs. Our offerings typically include budgeting and forecasting, financial strategy and modeling, KPI tracking and performance dashboards, profitability analysis and cost assessment, lender and investor communications, scenario planning and decision support, fundraising and capital strategy, systems and workflow optimization, and board reporting with leadership alignment. Whether you're aiming for tighter controls or growth strategies, we are here to support you.
We offer three subscription levels designed to support businesses at different stages, helping them with budgeting and forecasting, developing a robust financial strategy, and conducting effective profitability analysis.
Ideal for startups or small businesses looking to establish a solid financial strategy. Our services include monthly CFO check-ins, budgeting and forecasting setup, basic financial reporting, strategic email support, and an annual planning session that focuses on profitability analysis.
For growing businesses needing deeper financial insight and scalable systems, we offer tailored solutions including biweekly CFO sessions. Our expertise in budgeting and forecasting enables effective financial strategy development, while our operational KPI dashboard provides essential insights. We assist with lender and investor preparation, conduct thorough cash flow and profitability analysis, and ensure coordination with accountants and tax teams.
We offer a full-service strategic partnership tailored for mature or complex operations. Our engagement includes weekly CFO consultations, ensuring strong oversight on budgeting and forecasting. We provide board and investor-ready reporting, along with strategic planning and scenario analysis to enhance your financial strategy. Our expertise extends to capital planning and exit preparation, as well as hiring, pricing, and growth support. Clients enjoy priority access and unlimited communication, allowing for in-depth profitability analysis.
Why Sunrise Alliance? We bring decades of real-world experience helping business owners make confident, numbers-backed decisions. Our Fractional CFOs are strategic, responsive, and focused on enhancing your financial strategy through effective budgeting and forecasting. With our expertise in profitability analysis, you’ll gain the insight of a seasoned financial executive—without the full-time overhead.
Get Started Let’s discuss your financial strategy and where your business is headed, including how budgeting and forecasting can enhance your profitability analysis. 📞 (631) 392-8089
Sunrise Alliance LLC
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