Financial Advisory Services

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Financial Advisory Services for Small Businesses

Make smarter decisions with expert financial insight.

Oakhurst Advisory helps small business owners gain control of their finances, improve profitability, and plan confidently for growth—with flexible, hands-on support tailored to your size and stage.

Budgeting & Financial Planning

Build a strong foundation for your business decisions.

• Annual budgets and forecasting
• Strategic financial planning
• Goal setting with KPIs
• Scenario modeling and what-if  analysis

Cash Flow Management

Avoid surprises and stay ahead of your expenses.

• Cash flow forecasting and analysis
• Working capital optimization
• Short- and long-term liquidity planning
• Accounts receivable and payable strategies

Profitability & Cost Optimization

Turn your numbers into better margins.

• Gross margin and pricing analysis
• Cost control and expense benchmarking
• Break-even analysis
• Vendor and contract review

Outsourced CFO Services

Get executive-level financial guidance—without the full-time cost.

• Fractional or part-time CFO support
• Financial oversight and strategy
• Investor and lender reporting
• Team and systems leadership

Access to Capital & Funding Support

Prepare to raise funds with confidence.

• SBA loan and bank financing  assistance
• Investor readiness and pitch materials
• Financials for grant applications
• Capital structure planning

Review Planning Coordination

Stay compliant and ready year-round.

• Sales tax and 1099/W-9 readiness
• CPA coordination and prep
• Audit preparedness support

Custom Reporting & Dashboards

Stay focused with the right metrics.

• Financial reporting tailored to your needs
• Management dashboards and scorecards
• Cash burn and runway analysis
• Reporting for owners, boards, or outside investors

Business Transactions & Exit Strategy

Expert guidance for critical transitions.

• Buy/sell support and due diligence
• Business valuation insights
• Exit and succession planning
• Business restructuring
• M&A financial advisory

Let's Talk

Need a trusted financial advisor in your corner?
We offer flexible engagements—from one-time projects to ongoing monthly support.