Fractional CFO & Advisory Services in Utah
Executive-level financial oversight, without the full-time executive cost.
What you get
Growing businesses hit a point where bookkeeping alone is not enough. You need someone who can look at the numbers and tell you what to do next: where the cash is going, which products actually make money, whether you can afford to hire.
Our advisory service gives you that strategic financial partner on a fractional basis. You get CFO-level insight and planning at a fraction of the cost of a full-time hire.
What's included
- Cash-flow forecasting and budgeting
- Monthly financial review meetings
- KPI dashboards and reporting
- Pricing, margin, and profitability analysis
- Growth, hiring, and expansion planning
- A strategic partner in your corner year-round
Why it matters
The difference it makes
Know what's coming
Forecast your cash position ahead of time instead of reacting after the fact.
Decide with confidence
Back big moves, like hiring or expansion, with real numbers.
A fraction of the cost
CFO-level guidance without a six-figure salary on the payroll.
Built on clean books
Strategy that starts from accurate, current financials.
Transparent, up-front pricing
Year-round tax planning through 5D Advisory starts at $150 per month. Fractional CFO engagements, our most hands-on tier, start at $1,250 per month and are custom-scoped to your stage of business.
See If 5D Advisory Fits Your BusinessService area
CFO & Advisory across Utah County & the Wasatch Front
5D provides cfo & advisory to businesses and individuals throughout Utah County and the surrounding Wasatch Front. Most of our work happens securely online, so you get the same team whether you are down the street or across the valley. Find your city:
What is the difference between a bookkeeper and a CFO?
Do I need clean books before advisory makes sense?
How often do we meet?
Is my business big enough for a CFO?
Ready to talk about cfo & advisory?
Tell us about your situation and we'll walk through exactly how 5D can help.