Every business is a constellation — we connect the stars
Constellation Financial provides experienced CFO-level guidance to small and mid-size businesses. From cash flow strategy to investor-ready reporting, we connect the points of light in your financial picture so you can see the bigger pattern.
Engagements starting at $3,000/month
The financial expertise you need, exactly when you need it
We embed with your team as a strategic financial partner — not just a number cruncher. Here's how we help businesses like yours grow smarter.
Financial Strategy & Planning
Long-range financial planning, budgeting, and scenario modeling that aligns your financial resources with your business goals. We build the roadmap and help you execute.
Cash Flow Management
13-week rolling cash flow forecasts, working capital optimization, and liquidity planning. Know where every dollar is going and ensure you always have runway.
Forecasting & Modeling
Revenue projections, expense modeling, and what-if analysis to prepare for every scenario. Make decisions backed by data, not gut feelings.
Financial Reporting & KPIs
Monthly financial packages, custom dashboards, and KPI tracking that give you real-time visibility into your business performance. Board-ready reporting included.
Fundraising & Capital Strategy
Investor-ready financial models, pitch deck support, due diligence preparation, and negotiation guidance. Whether it's debt or equity, we position you for the best terms.
Risk & Compliance
Internal controls, audit preparation, tax planning coordination, and regulatory compliance. Protect your business and sleep well at night knowing you're covered.
Getting started is simple
No long onboarding. No bureaucracy. We move fast so you see value from week one.
Discovery Call
A 30-minute conversation about your business, challenges, and goals. No pitch — just understanding where you are and where you want to go.
Financial Assessment
We review your books, identify gaps, and deliver a clear assessment of your financial health with prioritized recommendations.
Ongoing Partnership
We embed with your team on a flexible schedule — weekly, bi-weekly, or monthly — delivering strategic guidance, reporting, and accountability.
A strategic partner, not just a service provider
With over a decade managing large-scale financial operations, we bring enterprise-level insight to growing businesses. That experience is what makes our guidance different.
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Executive-level expertise, fractional cost Access experienced financial leadership shaped by managing $700M+ in assets — at a fraction of the cost of a full-time hire.
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Flexible engagement, real accountability Scale up or down based on your needs. No long-term contracts. Just results-driven financial partnership.
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Cross-industry perspective Working with businesses across sectors means we bring best practices, benchmarks, and insights your industry peers don't have.
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Systems and processes, not just advice We don't just tell you what to do — we implement the dashboards, models, and reporting systems your team needs to operate independently.
Transparent pricing, flexible engagement
Every business is different. Choose the level of support that fits your stage and scale — and adjust anytime as your needs evolve.
Essentials
For businesses getting started with financial leadership
10 – 15 hours per month
- Monthly financial review & reporting
- Cash flow forecasting
- Basic budgeting & expense tracking
- KPI dashboard setup
- Email & phone support
Growth
For scaling businesses that need full financial partnership
20 – 35 hours per month
- Everything in Essentials
- Multi-scenario financial modeling
- Strategic planning & board reporting
- Investor relations support
- Profitability & pricing analysis
- Dedicated CFO with weekly check-ins
Scale
For complex operations needing intensive CFO involvement
35 – 50+ hours per month
- Everything in Growth
- M&A advisory & due diligence
- Fundraising & capital strategy
- Internal controls & audit prep
- Executive team coaching
- Priority response & on-site availability
Accounting & bookkeeping services are delivered through our partnership with Little Financial — providing seamless, end-to-end financial management under one roof.
All engagements are month-to-month with no long-term contracts. Pricing may vary based on business complexity and scope. Schedule a call to discuss your specific needs.
Trusted by growing businesses
"Before Constellation, we were flying blind. Within 60 days they had our cash flow forecasted, our KPIs tracked, and our board reporting automated. We finally feel like we're running the business instead of reacting to it."
CEO, Vertex Supply Co. — $12M Revenue
"They helped us restructure our pricing model and identified $340K in annual savings we didn't know existed. The ROI on their services paid for itself in the first month."
Founder, Meridian Health Services — $8M Revenue
"We needed someone who could prepare us for acquisition. Constellation built our financial model, cleaned up our books, and coached us through due diligence. We closed at 1.5x our initial valuation target."
Co-founders, Brightpath Logistics — $28M Revenue
Let's talk about your financial future
Schedule a free 30-minute discovery call. No obligation, no pitch — just an honest conversation about where your business stands and how we can help.