aXLE CPA ADVISORY
Fractional CFO leadership that turns your numbers into decisions.
Monthly CFO advisory and capital-markets expertise for companies doing $1–25M+ in revenue, built by a CFO who's sat on every side of the table: lender, investor, and operator.
Axle gives companies the forecasting, decision-making expertise, and capital-markets judgment of a CFO, delivered as a monthly retainer instead of a full-time executive salary.
Every engagement starts with a Financial Health Diagnostic, a fixed-fee, two-to-three-week review of your financials, cash position, and banking posture that ends in a straight answer about where you stand and what you need next.
From there, we build a plan around your business today, and your business tomorrow.
OUR PROCESS
Here’s How An Engagement Works
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Diagnostic
A fixed-fee financial health assessment; two to three weeks; ends with a clear recommendation
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Onboarding
Six to eight weeks; we clean up the data, build your forecast model, and design your reporting.
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Ongoing Engagement
Clarity Cash visibility for growing businesses ($1-3M of revenue)
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Command Full CFO partnership ($4-15M of revenue)
————————————————————Growth Partner Board-ready leadership ($6-25M+ of revenue and investor-backed)
Project Engagements (available at any stage)
Expansion Analysis • Sale Readiness • Debt Raise • Interim CFO • Succession Planning • Acquisition Support • Quality of Earnings • Valuation
Retainer clients receive preferred pricing
Why Axle
A few things you can count on, every time.
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We value your time. We’re keen on quick feedback to let your business move as fast as you do.
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If something's off, we fix it. No excuses, no billing you again for our mistake.
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Deliverables completed on a predictable schedule, allowing you to rest assured.
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You’ll be treated with respect and care. Our business is seeing yours thrive.
REFERRALS
For CPA Firms
Are you a CPA firm without an advisory arm? Axle picks up where your compliance work ends: forecasting, financial leadership, and capital-markets work for clients who need more than standard accounting help. It's a partnership built around what each of us does best.