Businesses at $10M–$100M often have an ineffective finance team: static monthly reporting, poor use of technology, non-peak cycle underutilization, and a lack of best-in-class budgeting and forecasting practices. Wilson Advisory delivers a technology-enabled, world-class finance function using industry best practices proven in Fortune 500 and PE-backed companies — with an AI-enabled technology stack. Dynamic, mobile-ready, and built for your business, at a fraction of what a full build-out costs.
You probably have people doing finance work. The question is whether that work is actually driving the business forward.
Monthly financials arrive late, live in spreadsheets, and require manual effort to update. No dynamic dashboards. No mobile access. Reporting that describes the past rather than informing the future.
Too much bandwidth goes toward building presentations, reformatting data, and maintaining stale reports. The strategic work — forecasting, scenario analysis, decision support — never gets done because the team is buried in mechanics.
Legacy finance teams are built for data transformation — closing books, reconciling accounts. True business partnership — scenario modeling, capital allocation, strategic financial analysis — requires a different skillset that most teams at this size don't have.
No formal budgeting process. Forecasts that are rarely updated. Working capital managed reactively. The operational finance discipline that PE-backed and Fortune 500 companies build by default simply doesn't exist — not because it's too hard, but because no one has built it.
Enterprise-grade reporting, planning, forecasting, and strategic support — built around your business model. Scope is flexible: as much or as little as your business needs, delivered on an ongoing basis.
Enterprise-grade reporting delivered immediately after closing the books — dynamic, mobile-ready, and built for the person making decisions, not the accountant closing the month. Streamlined updating means the package is current within days of close, not weeks. Management P&L with channel and segment cuts, KPI dashboards, variance analysis, and plain-language executive commentary.
"Reporting that arrives on time and actually tells you something."
Core DeliverableDeep analysis of what the income statement, balance sheet, and cash flow are telling you — not just what happened, but why margins moved, where working capital is tied up, and what the trend line signals about the health of the business. The kind of analysis a PE finance team runs every month as a matter of course.
"Know what's driving the numbers — not just what they are."
Analytical LayerA rolling 13-week cash forecast maintained weekly. An annual operating plan built from business model assumptions, updated quarterly as the year develops. Forward-looking visibility that tells you where you're headed, not just where you've been — maintained on a cadence, not rebuilt every quarter from scratch.
"Always know where you're headed — not just where you've been."
Forward VisibilityWhat happens if revenue drops 20%? If you add a shift, lose your largest customer, or push a price increase through? Scenario and sensitivity analysis turns uncertainty into defined outcomes with real numbers attached. Every major decision should have a model — and at this scale, it rarely does.
"Every major decision with a model behind it."
Decision FrameworkFinance as a real business partner — not just a reporting function. Pricing strategy, capacity decisions, M&A support, capital structure, and the financial framing for board or investor conversations. On-call support for the decisions that don't fit a standard cadence, built on the infrastructure already in place.
"Finance that participates in the decisions, not just reports on them."
Advisory LayerClean, credible financials that hold up under scrutiny. Renewing a line of credit, presenting to a board, refinancing real estate, or preparing for an investor conversation — the financial package needs to tell a coherent story with the right level of detail. Built by someone who has been in the room on both sides of that table.
"Financials that tell your story with the credibility it deserves."
Stakeholder ReadyConnecting your accounting data to reporting that runs largely on its own. Less time pulling and formatting numbers — more time reading and acting on them. Built in Power BI, Excel, and direct-method data pipelines connected to what you already use. Documented, maintainable, and fully owned by you.
"A reporting system that largely runs itself — and you own it."
InfrastructureFully integrated into your business or just handling specific portions — we can be a partner to an existing team or an entire finance function in itself. As much or as little as the business requires.
Understand the business, systems, and current state. Assess pain points and reporting needs. No pitch — just listening and learning.
Recommend a solution. Define scope. Walk through proof of concepts using real examples. Establish timelines and agree on what success looks like.
Establish access to systems. Build the foundation — reporting setup, learning the business, connecting data flows. Delivered into your environment.
Ongoing Partner: Engage in established operating rhythms. Deliver on committed scope. Ongoing calls, support, and continuous improvement as the business evolves.
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15+ years of FP&A experience across public companies and PE-backed businesses — building reporting infrastructure from the ground up, leading forecasting and planning cycles, supporting M&A, and partnering directly with executive leadership on the decisions that shape organizations.
The common thread: the financial operating systems that large companies take for granted don't exist at most growing businesses — not because it's too hard, but because no one has built them. Wilson Advisory is the vehicle for changing that.
AI-enabled tooling now makes it possible to deliver enterprise-grade finance infrastructure at a fraction of the traditional cost. The expertise to build it, interpret it, and maintain it is what this practice is built around.
Legacy fractional CFOs sell their time and presence. Wilson Advisory delivers the infrastructure, the reporting, and the ongoing operating system — at a price point that was previously impossible for this market to access.
We'll assess whether there's a fit, understand your current state, and give you a clear picture of what's possible. No deck, no pitch — just an honest conversation about the business and where the financial gaps are.
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