What’s the difference between CFO Services and CFO as a Service (FaaS)?

CFO Services provide comprehensive finance leadership across budgeting, forecasting, cash flow, and board reporting. CFO as a Service (FaaS) delivers the same senior expertise on a flexible, right-sized cadence—so you get strategic outcomes without a full-time hire.

What milestones should I expect in the first six months with R2?

Typical six-month milestones include: (1) 13-week cash flow and rolling forecast live in month 1–2, (2) KPI dashboard and unit economics model in month 2–3, (3) pricing and margin analysis in month 3–4, (4) board-ready reporting and cadence in month 4–5, and (5) scenario plans and capital strategy in month 5–6.

Which industries does R2 serve?

We partner with founder-led and middle-market companies across SaaS, professional services, e-commerce/omnichannel, manufacturing, and healthcare—adapting to your go-to-market, margin structure, and cash conversion cycle.

How do you improve cash flow and working capital?

We implement a 13-week cash model, tighten order-to-cash and procure-to-pay, optimize terms, and align inventory, pricing, and collections to extend runway and improve capital efficiency.

Do you build KPI dashboards and board reporting?

Yes. We design a CFO dashboard tailored to your growth levers—revenue quality, gross margin, CAC/LTV, payback, NRR, and OPEX efficiency—and deliver board-ready reporting with targets, trends, and actions.

Is tax strategy integrated into your CFO Services/FaaS?

Yes. We integrate proactive tax planning with operating strategy—entity design, timing, credits/incentives, and transaction planning—so tax becomes part of value creation, not an afterthought.

What does onboarding look like and how long does it take?

Most clients complete onboarding in 2–4 weeks: discovery and data intake, current-state assessment, quick wins, and a 6-month milestone roadmap with owners and dates. Execution begins immediately.

How do you price CFO Services and FaaS?

Engagements are scoped by outcomes and cadence. We offer fixed monthly retainers for ongoing leadership and flat-fee sprints for projects such as pricing overhauls or fundraising readiness.

Can you support fundraising, debt, or M&A?

Yes. We prepare investor-grade models, scenarios, and diligence materials; optimize capital structure; and support lender and investor conversations end-to-end.

What tools and ERPs do you work with?

We’re platform-agnostic—QuickBooks/Xero, NetSuite, Sage Intacct, planning tools, and BI/ELT stacks—and recommend a right-sized stack for your stage.

How will I know it’s working?

We operate on milestone-based accountability. Expect weekly progress, monthly outcomes, and quarter-to-date movement on KPIs tied to cash runway, margin, growth efficiency, and valuation readiness.

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At R2 Advisors PC, we provide comprehensive CFO services tailored to your unique business needs. Our team of financial experts offers actionable insights and strategic financial guidance to drive long-term growth, enhance operational efficiency, and safeguard your organization's future.

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Why Choose R2 Advisors PC?

In today's dynamic business landscape, organizations must embrace financial transformation to stay competitive. R2 Advisors PC offers CFO services that help your business optimize financial performance, improve cash flow, and develop sustainable strategies that foster growth.

Our approach goes beyond traditional accounting — we focus on building tailored financial strategies that align with your company's vision and drive measurable results.

Our Core CFO Services

Strategic Financial Planning & Analysis
Cash Flow Management & Optimization
Financial Reporting & Dashboard Creation
Budget Development & Variance Analysis
Risk Management & Compliance Oversight
Investment Strategy & Capital Allocation
Merger & Acquisition Financial Support

Key Benefits You'll Experience

Improved financial visibility and control
Enhanced decision-making with real-time insights
Reduced financial risks and compliance issues
Optimized cash flow and working capital
Strategic growth planning and execution
Cost-effective alternative to full-time CFO
Access to senior-level financial expertise

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Partner with R2 Advisors PC for tailored CFO services that empower your business to thrive in an evolving market. Our expert team is ready to help you achieve sustainable growth and financial success.

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Strategic CFO Services & Corporate Finance Leadership

R2 Advisors PC offers CPA-led outsourced CFO services that drive corporate finance strategy, operational performance, and sustainable growth. Our fractional CFOs partner with your executive team to guide financial decisions, enhance reporting, and navigate complex challenges across industries. ← Explore All Services & Solutions

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Strategic Financial Leadership

Our CPA team provides strategic oversight to align financial decision-making with long-term business goals, ensuring value creation and investor confidence.

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We bring clarity to your back office—optimizing accounting systems, KPIs, and workflows for efficient financial operations across the enterprise.

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We implement digital tools to automate reporting, streamline workflows, and enhance visibility into key financial metrics—all aligned with CPA standards.

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Our Corporate Finance team supports acquisitions, exit planning, and restructuring with CPA-level due diligence, modeling, and integration planning.

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Cash Flow & Capital Optimization

We build custom models to optimize working capital and funding strategies, improving liquidity while safeguarding long-term financial health.

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Regulatory & Tax Compliance

We ensure full compliance with regulatory requirements and tax obligations while optimizing your tax strategy for maximum efficiency and risk mitigation.

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Chief Financial Officer (CFO) Services

Six months from now, your CFO should already have you ahead.

Transform Your Business with Expert CFO Services

Why Choose R2 Advisors PC?

Our Core CFO Services

Key Benefits You'll Experience

Ready to Take Control of Your Financial Future?

Strategic CFO Services & Corporate Finance Leadership

Strategic Financial Leadership

Strategic Financial Leadership

Operational Excellence

Operational Excellence

Digital Finance Transformation

Digital Finance Transformation

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M&A and Transaction Advisory

Cash Flow & Capital Optimization

Cash Flow & Capital Optimization

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