Celeste Business Advisors

Fractional CFO Advisory,Strategic Bookkeeping & FP&Afor established SMBs

Clarity, control, and cash flow without the corporate layers.

CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
CASH FLOW CLARITY
STRATEGIC BOOKKEEPING
CFO-LEVEL INSIGHTS
FORECASTING THAT WORKS
The Problem

DECISIONS IN
THE DARK.

  • Books not reconciled monthly
  • No visibility on future cash flows
  • Have profits but no cash
  • No annual budget or forecast
  • No reporting of KPIs
  • Still using Excel for financial tracking
  • No professional financial oversight
  • No scenario planning for growth

These aren't growing pains. They're warning signs.

What We Do

THREE WAYS
WE TRANSFORM
FINANCES.

Fractional CFO Advisory

Your CFO. Without the full-time cost.

Strategic leadership for cash flow management, financial reporting, and growth decisions.

Financial Reporting & Analysis
Cash Flow & Growth Strategy
Risk Management & Planning
Book a Free Consultation
The Process

FROM CHAOS
TO CLARITY.

  1. 01

    Discovery Call (30 min)

    We learn your business, goals, spending patterns, and current financial challenges. No judgment.

  2. 02

    Financial Audit

    We dig into your books, identify gaps, clean up the mess and set the baseline.

  3. 03

    System Setup

    We build your reporting stack — dashboards, KPI trackers, forecasting models. Everything connected, automated.

  4. 04

    Ongoing Partnership

    Monthly clarity, strategic guidance, answers on demand. We don't just advise. We commit.

Who We Help

INDUSTRIES
WE SERVE.

Our clients trust us because we bring:

  • Deep industry expertise across consumer services, SaaS, D2C, agencies, consultants, manufacturing, and health & wellness
  • Performance reporting and strategic cash flow visibility
  • Dedicated financial lead embedded in your day-to-day operations
Industry 01

Consumer Service Businesses

Pest control, garage doors, HVAC, cleaning, and home service operators. We bring structure to job costing, recurring revenue tracking, and technician profitability so owners can see which jobs, routes, and techs actually make money.

Job CostingRecurring RevenueTechnician ProfitabilityService Margins
Industry 02

SaaS and Tech Businesses

We support fast-scaling SaaS and product-driven tech companies with metrics that matter. Recurring revenue, profit margins, retention, and cost control. Whether you're scaling operations or building performance dashboards, we bring structure and strategic insight to every decision.

Recurring RevenueMarginsRetentionCash FlowGrowth
Industry 03

D2C & Ecommerce Brands

From Shopify to Amazon, we help D2C brands manage margins, optimize ad spend, and forecast with clarity. Track true SKU-level profitability, control COGS, and align cash flow to your marketing calendar.

Ad ReturnsCost of GoodsMarginsCustomer ValueInventory
Industry 04

Agencies & Creative Firms

Whether you're a design studio, marketing agency, or dev shop, we help service businesses streamline revenue recognition, track project profitability, and build forecasts that reflect retainer versus time-based revenue.

Utilization RateProject ProfitabilityRetainer RevenuePipeline
Industry 05

Consultants & Service Providers

For consultants and boutique firms, we bring clarity around billable hours, pricing models, and expense management. Build financial systems that support recurring income, clean EBITDA, and strategic scaling.

Billable HoursPricing StrategyEBITDAScalable Systems
Industry 06

Manufacturing

For small and mid-sized manufacturers, we bring cost accounting, inventory discipline, and margin visibility. Track true unit economics, production costs, and working capital so you can price right and plan capacity with confidence.

Cost AccountingInventoryMargin AnalysisProduction Planning
Industry 07

Health & Wellness Businesses

We support clinics, fitness studios, nutrition brands, and wellness platforms in managing cash flow, subscription models, and operational expenses. From revenue cycle tracking to multi-location reporting, scale sustainably and stay tax-ready.

Client ValueSubscription RevenueClinic ROIMulti-location Reporting
Fathom CertifiedQuickBooks CertifiedXero Certified
Client Evidence

DON'T TAKE
OUR WORD.

Celeste Advisory Client Testimonial
Play
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
Real client.
Real results.
Real growth.
The Stack

TOOLS &
PLATFORMS.

Tools & Platforms We Work With

We work with the tools your business already runs on — no switching, no disruption.

Fathom
QuickBooks
Xero
Monday.com
ActiveCampaign
Microsoft Office
Odoo
Ramp
ClickUp
Stripe
Google Analytics
Airtable
Asana
Notion
Shopify
Gusto
HubSpot
Bill.com
Fathom
QuickBooks
Xero
Monday.com
ActiveCampaign
Microsoft Office
Odoo
Ramp
ClickUp
Stripe
Google Analytics
Airtable
Asana
Notion
Shopify
Gusto
HubSpot
Bill.com
Fathom
QuickBooks
Xero
Monday.com
ActiveCampaign
Microsoft Office
Odoo
Ramp
ClickUp
Stripe
Google Analytics
Airtable
Asana
Notion
Shopify
Gusto
HubSpot
Bill.com
Fathom
QuickBooks
Xero
Monday.com
ActiveCampaign
Microsoft Office
Odoo
Ramp
ClickUp
Stripe
Google Analytics
Airtable
Asana
Notion
Shopify
Gusto
HubSpot
Bill.com
Fathom
QuickBooks
Xero
Monday.com
ActiveCampaign
Microsoft Office
Odoo
Ramp
ClickUp
Stripe
Google Analytics
Airtable
Asana
Notion
Shopify
Gusto
HubSpot
Bill.com
Fathom
QuickBooks
Xero
Monday.com
ActiveCampaign
Microsoft Office
Odoo
Ramp
ClickUp
Stripe
Google Analytics
Airtable
Asana
Notion
Shopify
Gusto
HubSpot
Bill.com
Read our insights
Data / FAQ

QUESTIONS
WE GET ASKED.

The Catalyst

A scaling businesswithout a CFOis a fragilearchitecture.

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