Advoke Advisory

Advoke Advisory provides fractional CFO and business consulting services to small and medium-sized businesses that either do not require, or do not have the resources to support a full-time employee in a high-level finance position. Respect the team. Soft skills are critical and are too often overlooked. Advoke Advisory recognizes that you and your team know your business better than anyone. We are a facilitator, not a "disruptor". While we will enhance your knowledge, you have a better grasp of how well your environment responds to change. Our humble approach to your business is evident from day 1 as we make a point to engage the entire leadership team to encourage buy-in. This affords us the freedom to be direct without ruffling feathers. We're just as comfortable talking with your warehouse worker or customer service agent as we are working alongside your executive team. We will NEVER show up as a "know-it-all" proposing immediate changes. You are the visionary, Advoke is the integrator. Many small and medium-sized businesses have their day-to-day bookkeeping covered, but lack someone who can distill historical financial data to guide future decision making. Advoke Advisory can fill that void. We'll help you set clearly defined, multi-year goals and use what we learn about your business to document a detailed growth plan. That plan can include dynamic sales forecasting and cash flow models that align with company-wide and employee specific performance goals, progress benchmarks and employee bonus plan metrics. We lead team meetings to ensure that they are well-oriented with the growth plan and avoid unproductive deviations. Fresh set of eyes. Not every engagement needs to be long-standing. You may be looking for some very-targeted advice that is better served coming from someone who is innovative and not "too close" to the situation. We serve a variety of one-time needs, everything from transaction services and scouting new locations to ERP maximization.