Strategic Advisory & Fractional CFO
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• Executive financial leadership for
businesses requiring structured growth
and capital readiness
• Financial forecasting and modeling
• Cash flow strategy
• GAAP reporting oversight
• Capital structuring advisory
• Investor and lender reporting
• C-Corporation governance alignment
Fractional CFO Structure​
Athena offers two levels of CFO engagement aligned with operational complexity, regulatory exposure, and capital intensity
Each engagement is structured following an initial assessment
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​Fractional CFO Standard
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Structured financial leadership for businesses requiring disciplined reporting, strategic visibility, clarity, control, and steady growth. Includes:
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Monthly accounting supervision and defined close process
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Professional financial statement preparation (Income Statement, Balance Sheet, Cash Flow)
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Revenue recognition and accrual alignment
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Cash flow monitoring
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Budget vs. actual performance review
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Monthly strategic advisory meeting
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Ongoing tax coordination support
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CFO engagements structured based on operational complexity and capital activity.
Fractional CFO Premium
Designed for companies navigating accelerated growth, capital events, regulatory exposure, or multi-entity and international complexity. This tier provides advanced financial leadership for businesses operating in high-stakes environments and scaling rapidly.
Includes everything in the CFO Standard package, plus:
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GAAP and technical accounting (ASC 740, ASC 718,IPO, etc.)
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Advanced forecasting and scenario modeling
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Capital structuring advisory
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C-Corporation governance alignment
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Delaware and multi-state structuring considerations
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Equity and compensation planning
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Debt covenant monitoring
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Lender and investor reporting packages
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Audit and review preparation coordination
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Executive-level financial intelligence integration
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For businesses preparing for scale, institutional partnerships, capital raises, or acquisition.
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CFO Premium engagements are structured on a hybrid basis. The monthly retainer covers ongoing strategic and financial oversight as defined in the engagement scope. A fixed monthly retainer provides ongoing strategic oversight, while transaction-based or milestone fees apply to capital events, restructurings, or special initiatives.​
Built on Proven Experience
Deep Technical Expertise. Global Advisory Experience.
Our team of CPAs EAs ACCAs MBAs CFOs MAs and technology and financial services specialists brings deep expertise across tax accounting and finance.
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With backgrounds at Big Four firms and leading global financial institutions our team advises founders high growth companies and complex organizations on strategic tax financial and business structuring decisions.
