FROM CLEAN BOOKS TO FINANCIAL CONTROL

Strategic financial clarity for founders who have outgrown basic accounting

and need confidence to scale, acquire, or prepare for what’s next.

We work with growth-minded service businesses, consulting firms, and acquisition entrepreneurs who already have accounting in place — but lack the clarity required for real decision-making.

THE PROBLEM

Most founders don’t have an accounting problem.

They have a clarity problem.

You have books.

You have reports.

You may even have a CPA.

Yet decisions around cash, hiring, growth, or risk still feel heavier than they should.

That’s not a compliance issue.

It’s a decision-making issue.

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THE DIFFERENCE

THIS IS NOT BOOKKEEPING. IT'S FINANCIAL LEADERSHIP.

Most firms stop at historical accuracy.

We focus on how financials inform decisions - before the decision has to be made.

Strategic CFO Consulting exists to bridge the gap between accounting and leadership, helping founders replace reaction with intention and build businesses that scale with discipline.

WHO WE WORK WITH

We work best with founders who:

Run service-based businesses ($1M–$20M revenue)

Have complexity (projects, teams, multiple entities, or acquisitions)

Want clarity, not just reports

Value calm, disciplined decision-making

If you’re looking for the cheapest option or purely transactional support, we’re likely not the right fit.

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HOW WE HELP

Our work evolves as your business evolves:

Establish trust in the numbers

Build decision-ready financial systems

Improve cash and margin discipline

Reduce founder dependency over time

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START WITH CLARITY

If financial decisions feel heavier than they should, a short conversation is often enough to see whether working together makes sense.

MEET THE FOUNDER & PRINCIPAL

DANNY DONALDSON

I’m Danny Donaldson. I work with growth-minded entrepreneurs who want to make clear, confident decisions about their business, capital, and next phase of growth.

My background spans proprietary trading, real estate investment, acquisitions, and strategic finance. Over the last two decades, I’ve operated in environments where decisions had real consequences — markets moved fast, capital was at risk, and clarity mattered.

After leaving the trading world, I transitioned into real estate and operating businesses, acquiring and optimizing multimillion-dollar portfolios, structuring complex deals, and raising capital. Along the way, one pattern repeated itself:

Most owners don’t struggle because they lack opportunity.

They struggle because they lack financial clarity.

Today, my work is focused on helping founders move from clean books to real financial control — so decisions around cash, growth, risk, and optionality become intentional rather than reactive.

Strategic CFO Consulting exists to provide financial leadership, not just accounting.

STILL NOT SURE?

Frequently Asked Questions

Question 1: What types of businesses do you work with?

We work primarily with growth-minded business owners generating $1M–$10M+ in annual revenue.

Our clients are typically:

- Service-based businesses

- Agencies

- Professional service firms

- Operators preparing for growth, capital, or exit

If you’re looking for one-time tax filing or low-cost transactional bookkeeping, we’re likely not the right fit and that’s by design.

Question 2: Do you offer hourly billing?

No.

We operate on fixed monthly retainers with clearly defined scope.
This creates predictability for both sides and allows us to focus on outcomes—not time tracking.

Question 3: Why is there an onboarding fee?

Every engagement begins with a structured onboarding process.

This allows us to:

- Review and clean existing financial data

- Align systems and workflows

- Standardize reporting

- Protect long-term quality

The onboarding fee ensures we start strong and deliver consistent outcomes.

Question 4: Do you handle tax prep?

We focus on ongoing financial clarity and advisory support.

While we coordinate with tax professionals and can collaborate with your CPA, we do not position ourselves as a tax-only firm. Our primary focus is structured financial partnership and strategic support.

Question 5: How long are engagements?

Our relationships are designed to be ongoing.

Most clients stay with us for multiple years because:

- Financial clarity compounds

- Trust builds over time

- Strategic support becomes increasingly valuable

We are not structured for short-term or one-off engagements.

Question 6: What makes you different from a traditional accounting firm?

Traditional firms focus on historical reporting and compliance.

We focus on:

- Visibility

- Cash flow clarity

- Decision support

- Forward-looking planning

Our role is to help you make better financial decisions, not just produce reports.

Question 7: What if we only need bookkeeping right now?

If basic bookkeeping is truly all you need, there are excellent lower-cost providers that may be a better fit.

We specialize in structured advisory relationships. For most businesses at scale, bookkeeping alone does not solve the underlying financial decision challenges.