Gage Advisory Services

Gage Advisory Services provides strategic fractional CFO, Controller, and advisory services to small privately held businesses with revenues between $2M-$25M. We focus on service businesses, with a specialty in property & casualty insurance. We help owners gain visibility into their financial situation so they can confidently make sound decisions to achieve profitable growth and mitigate risk. Recent clients have included a growing roofing contractor, a non-profit musical theatre company, and a PE-backed provider of coin-operated laundry services. In addition to providing CFO services to independent insurance brokers, we have provided consulting to insurance companies including as an expert witness in arbitration cases. KNOWN FOR • Cleaning up the accounts so that accurate financial statements can be prepared and trusted. • Establishing cash flow forecasting and monitoring, so that you do not run out of cash. • Delivering reports that tell the business owner how the business is performing, and highlighting areas that need improvement. • Developing useful budgets and forecasts. • Ensuring that audits are completed painlessly and taxes are prepared accurately. • Managing client’s insurance renewal process. • Expert witness in reinsurance matters. CFO | Controller | Director of Finance Strategic Business Planning | Performance Management Budgeting | Forecasting Cash Management | Financial & Management Reporting Manage Audits | Accounting Systems Risk Management | Asset Management Insurance | Reinsurance | Expert Witness Email: bill@gageadvisory.com Cell:(310) 741-1253