We Offer Services That Scale With Your Business

Growing businesses often reach a point where stronger financial leadership, operational discipline, and strategic planning become essential, but a full-time CFO or Controller may not yet be practical.

EastBeacon Advisory Group helps business owners gain financial clarity, improve profitability, and build scalable systems that support sustainable growth.

Business Health Check

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If you need financial clarity, are preparing for growth or exit, or if you need an objective review of financial and operational performance, this is a great starting point. This is a one-time fixed fee assessment that includes a financial health review, cash flow assessment, high-level KPI evaluation, operational review, growth opportunity analysis, risk assessment, an executive summary and a 90-day action plan.

Fractional Controller

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Best suited for businesses with $500K-$1M in annual revenue who need help ensuring that their financials are accurate and that they understand the flow of their business. This would include the following on a monthly basis:

  • Monthly Financial Review

  • Cash Flow Forecasting

  • Budgeting & Forecasting

  • Financial Analysis

  • Profitability Analysis

  • Executive Reporting

Strategic Growth Partner

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Ideal for businesses in the $1M-$5M annual revenue range. As your business grows, so does your need for more in-depth financial review and planning. This hybrid fractional controller/CFO option is a great choice for businesses that need more than a story told about past performance and need help projecting future outcomes. This engagement includes everything in the Fractional Controller engagement and adds:

• KPI Dashboards & Scorecards

• Process Improvement

• Organizational Effectiveness

• Resource Allocation

• Accountability Systems

• Performance Management


Fractional CFO/COO Partner

People attending a meeting in a bright room with a brick wall, some are sitting at a table with notebooks, a plant, and a water bottle, while one person is standing near a whiteboard.

This is the sweet spot for businesses with $5M-$10M in annual revenue. Your business is growing rapidly, and you need a steady hand to help you through the journey. This engagement is intended for businesses that are scaling quickly and need CFO-level guidance in addition to operational review. It consists of enhanced access, a larger time commitment and frequent strategy meetings to ensure alignment.

‍In addition to all of the items in the first two engagements, this Fractional CFO/COO Partner adds:

• Strategic Planning

• Growth Readiness Assessments

• Executive Leadership Support

• Pricing & Margin Analysis

• Acquisition & Exit Readiness

Scenic view of a lighthouse on a rocky coast at sunset with branding for EastBeacon Advisory Group. The branding includes a logo with a starburst and the text 'EB EastBeacon Advisory Group', along with the slogan 'Steady Guidance. Brighter Possibilities.' There are office items on a desk, including a coffee mug, a notebook, a pen, financial charts, and a laptop, with a potted plant on the right.

How Can We Help You?

Tell us about your business, the challenges you're facing, and where you want to go. We'll start with a conversation to explore how EastBeacon can help you move forward with confidence.