Advisory Services

Strategic financial leadership from a seasoned public company CFO

Our Approach

Harbor Light Capital Group provides hands-on financial advisory support for business owners and leadership teams who need experienced guidance without a full-time CFO. Our advisory work is informed by real-world leadership at Nasdaq-listed public companies, bringing institutional rigor, governance discipline, and decision-making clarity to private and closely held businesses.

We partner closely with clients to strengthen financial visibility, improve strategic execution, and support long-term value creation. Our approach is practical, disciplined, and grounded in experience, focused on execution as much as strategy.

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Fractional CFO & Financial Leadership

We act as an extension of your leadership team, providing CFO-level insight and financial stewardship on a flexible basis. Our focus is on improving financial clarity, governance, and decision support.

Fractional CFO support
Financial strategy and planning
Cash flow management and forecasting
Best interest equity capital table advisory
Executive, board, and investor relations support
Budgeting and operating models
Executive and board-level support

Strategic Planning & Performance

We help leadership teams evaluate performance, identify risks and opportunities, and plan with intention. Strategy is grounded in financial reality. not theory.

Long-range and annual planning
Scenario and sensitivity analysis
KPI definition and performance monitoring
Profitability and margin analysis
Growth and capacity planning

Capital & Liquidity Advisory

We advise on capital structure and liquidity decisions with a focus on preserving flexibility and minimizing risk. Guidance is thoughtful, conservative, and aligned with long-term goals.

Cash runway and liquidity planning
Debt and equity readiness
Debt instrument analysis
Investor and lender support
Capital allocation decisions

Governance & Financial Readiness

We help businesses strengthen financial discipline and prepare for increased scrutiny as they grow. This includes readiness for investors, lenders, audits, or strategic transactions.

Financial process and control assessment
Sarbanes Oxley 404 risk and control work
Board and investor reporting
Audit and transaction readiness
Risk identification and mitigation

Who Our Advisory Services Are For?

Our accounting and bookkeeping services support organizations and leaders who value clarity, control, and long-term financial stewardship. We partner with clients who require reliable financial operations, insightful reporting, and systems built to scale.