FRACTIONAL CFO & STRATEGIC ADVISORY / LONG ISLAND, NY
Institutional depth. Operator instinct. A local phone number.
Simora Advisory gives owner-led businesses a CFO's judgment on the days they need it — clean numbers, a cash flow you trust, and a company that is worth more when you decide to step away.
FRACTIONAL CFO & STRATEGIC ADVISORY / LONG ISLAND, NY
Institutional depth. Operator instinct. A local phone number.
Simora Advisory gives owner-led businesses a CFO's judgment on the days they need it — clean numbers, a cash flow you trust, and a company that is worth more when you decide to step away.
EXPERIENCE BUILT AT
01 / WHY A FRACTIONAL CFO
Most businesses need CFO thinking long before they can justify a CFO.
Seven things that change when you close that gap.
Senior thinking, junior-level cost
A full-time CFO runs $250K to $400K plus equity and benefits. You get the same caliber of judgment for the days you actually need it.
You stop flying blind on cash
Cash is the thing that kills good businesses. A rolling forecast turns “I think we’re fine” into a number you can plan against.
Decisions get faster
Pricing, a hire, a new line, a lease. You have someone to pressure-test the call before you make it, not after.
Your numbers survive scrutiny
Banks, investors and buyers all ask the same hard questions. Walk in with clean books and a defensible forecast and the conversation changes.
You get value at exit, not surprises
Diligence punishes messy accounting. The work that protects your sale price has to start years before the sale.
Your time goes back where it belongs
You did not start this business to reconcile accounts. Hand the finance function to someone who has run one.
Scale up,scale down,no drama
Two days a month or two days a week. The engagement flexes with the business instead of locking you into a headcount — and it moves with you through a growth year, a tight quarter, or the run-up to a sale.
02 / KEY SERVICES
Finance, end to end.
One specialist, not a coordination problem across three vendors. Pricing, reporting, cash, capital and the exit all sit with the same person who has run them before.
Pricing & margin analysis
What you actually make on each customer, job or product line. The discipline large companies run pricing on, applied to a business that has never had it. Usually where the first real number comes from.
Cost structure & vendor spend
Every recurring line examined and the significant ones re-bid: merchant fees, insurance, freight, software, professional services. Contracts that renewed themselves for years rarely survive it.
Financial reporting & controls
A monthly close, books organized properly, and controls that catch mistakes early — so the numbers hold up the first time someone asks.
Budgeting, forecasting & planning
Rolling forecasts, scenario models and board-ready reporting, built around the numbers that actually run the business.
Cash flow & cash tied up in the business
Collections, payment terms and inventory tightened, so cash stops being a monthly guess.
Fundraising & capital raises
Debt or equity raises: investor materials, process management, and the document set assembled before anyone asks.
Modeling & valuation
Scenario and valuation models built to hold up under a buyer’s or lender’s questions.
M&A & transaction support
Buy side or sell side: diligence answered, the quality-of-earnings review a buyer’s accountants will run, and the finance side carried through close.
Quality of earnings & acquisition readiness
A buy-side or sell-side quality-of-earnings review that normalizes what the business actually earns, plus the EBITDA optimization and clean-up work that raises the multiple a buyer is willing to pay before you’re ever in a room with one.
Tax & compliance coordination
Entity structure and compliance coordinated with your CPA, so tax is a known number rather than a surprise.
03 / WHY SIMORA
You are hiring judgment, not a methodology.
The person you meet on the first call is the person doing the work.
Trained where the standards are highest
A career built at PwC, Barclays and BNY — assurance discipline first, then finance inside two global institutions. The rigor that large-institution reporting demands, applied at your scale.
She has been on your side of the table
CFO of two private-equity-backed payments companies, where she built the finance function from the ground up. Unit economics, burn, pricing, board and lender reporting, and decisions that have to be made this week on imperfect information.
Local to Long Island, and accountable
Simora is based here and works with businesses here. On site when it helps, on a call when it does not — and you deal with Azadeh directly, not an account manager.
WHO WE HELP
We work across a wide range of industries — and use that perspective to remove the barriers to growth.
Utilisation, pricing and partner economics — so a busy month actually shows up as profit.
Standard costing, inventory turns and working capital: where cash hides in a growing operation.
Unit economics, retention-driven forecasting and the reporting an investor or lender will ask for.
Payer mix, provider productivity and the monthly close discipline multi-site groups need.
Daily cash rhythm, labour and cost of goods held against a plan you can act on weekly.
Project-level margin, retentions and covenant headroom across a portfolio of jobs.
HOW IT WORKS
Four steps from first call to a business you can steer.
01
Discovery call
Thirty minutes on where the business is, what is uncertain, and whether we are the right fit.
02
Financial review
We read the last twelve months and come back with what the numbers are telling you — and what they cannot yet.
03
Scope and rhythm
A written scope, a fixed monthly fee, and a reporting calendar your team can plan around.
04
In the business
Close, forecast, and a monthly conversation about the decisions in front of you.
ENGAGEMENT MODELS
Three ways to bring us in.
Most clients start with one and add another as things change. Scope and monthly fee are agreed before any work begins.
Fractional
A set amount of senior time every month, on a standing rhythm. Best when you need a CFO's judgment but not a CFO's salary.
From [monthly fee]
Outsourced
We run the function — bookkeeping through to close and reporting — on your systems, to your calendar.
From [monthly fee]
Project
A defined piece of work with a start and an end: a forecast build, a clean-up, a sale preparation, a systems move.
Quoted per scope
CLIENT RESULTS
What owners say after the first quarter.
[Replace with two real client quotes once you have permission — until then this section can be removed.]
“[Client quote — what changed in the numbers.]”
“[Client quote — what it was like to work with Simora.]”
FREE GUIDE
Are you ready for a fractional CFO?
Eight questions that tell you whether senior finance help would pay for itself this year — and what to have ready before the first conversation.
Download the guideQUESTIONS
Before you get in touch.
Typically one to four days a month, on a standing schedule so your team knows when we are there. Project work is quoted separately.
04 / START HERE
Which one sounds like your business?
Pick the closest, or write your own. Twenty minutes, no charge, and an honest answer on whether we can help.