01
Financial Strategy
Executive finance guidance for growth planning, pricing, capital decisions, profitability, and risk.
Services
Strategic financial leadership for the decisions that shape growth.
Dan Cloward provides fractional CFO support across planning, cash flow, reporting, forecasting, M&A, and performance management.
Operating focus
Finance work organized around better decisions.
Cash visibility
Forecast discipline
Reporting cadence
Growth planning
02
Cash Flow Management
Clear visibility into cash timing, runway, working capital, debt, payroll, and vendor commitments.
03
Budget Planning
Operating budgets and financial guardrails that align resources with leadership priorities.
04
Accounting Efficiency & Accuracy
Cleaner processes, better close rhythm, stronger controls, and more reliable financial information.
05
Forecasting
Forward-looking models for hiring, expansion, capital needs, margins, and operating scenarios.
06
Financial Reporting
Accurate management reporting that makes performance, variance, and priorities easier to see.
07
Merger & Acquisition Consulting
Support for acquisition analysis, seller preparation, diligence, integration, and lender conversations.
08
KPIs & Performance Monitoring
Dashboards and scorecards that track the metrics leadership needs to manage the business.
Where the work becomes tangible
From financial uncertainty to clear next steps.
Dan’s support is designed for the real moments when owners need more than bookkeeping, but do not need a full-time executive on payroll.
Pricing, profit, and performance
Understand which services, customers, costs, and decisions are driving margin, cash, and value.
Bank-ready growth capital
Prepare financials, forecasts, and lender conversations with a clearer story and stronger support.
Buy, sell, and integrate
Evaluate value, uncover risk, support diligence, model ROI, and build the operating plan after a transaction.
Engagement model
Focused, senior-level finance support without unnecessary complexity.
Each engagement starts with the company’s priorities, then builds the reporting, planning, and advisory rhythm needed to support better decisions.
Assess
Review the current financial picture, systems, and decision needs.
Build
Create the reporting, forecasts, budgets, and KPIs that matter.
Advise
Use the numbers to guide cash, growth, risk, and transaction decisions.