NATIONWIDE FRACTIONAL CFO & COO SERVICES
Executive-Level Financial & Operational Leadership — Without the Full-Time Cost
CoreAlign Advisory Group delivers fractional CFO and COO expertise to help your business scale with clarity, confidence, and control.
"Financial Clarity. Operational Alignment. Profitable Growth."
ACROSS CLIENT ENGAGEMENTS
ACROSS CLIENT ENGAGEMENTS
BUSINESS OPERATIONS & FINANCIAL LEADERSHIP
SERVING BUSINESSES
Nationwide — All Industries
STARTUPS • GROWING SMBS • ESTABLISHED ENTERPRISES
TRACK RECORD
Proven Business Transformation
$1M+
Revenue Growth Achieved
$700K → $1.8M
Revenue Growth In Under 2 Years
20+
Years Of Business Operations Experience
Multiple
Businesses Successfully Launched
ADVISORY SERVICES
Advisory Services Designed for Every Stage of Growth
Whether you’re launching, scaling, or optimizing — CoreAlign delivers the fractional CFO and COO
leadership your business needs at a price that makes sense.
Foundation Package
Ideal for businesses building operational structure and financial alignment while preparing for their next stage of growth.
- Monthly financial reviews & reporting
- Budget development & cash flow management
- Basic KPI tracking & financial health monitoring
- Quarterly strategy sessions
- Financial systems setup & optimization
MOST POPULAR
Growth Partner Package
Designed for companies looking to scale or actively scaling, that need ongoing executive financial and operational leadership.
- Everything in Foundation, plus:
- Advanced financial modeling & forecasting
- Operational process optimization
- Vendor & contract negotiation support
- Monthly leadership advisory calls
- Performance dashboard development
Executive Scaling Package
For organizations requiring integrated executive-level CFO and COO partnership to support complex growth and cash flow strategies.
- Everything in Growth Partner, plus:
- Full fractional CFO + COO integration
- M&A readiness & investor relations support
- Custom KPI dashboards & executive reporting
- Weekly strategic advisory sessions
- Capital strategy & fundraising support
CASE STUDIES
Real Results for Real Businesses
These aren’t projections — they’re outcomes delivered for actual clients across
industries and business stages.
LAW FIRM
Law Firm Turnaround
Cash Flow Stabilized
WITHIN 12 MONTHS
A struggling law firm was facing cash flow crises and operational chaos. CoreAlign implemented financial controls, restructured billing processes, and built a KPI dashboard that gave leadership real- time visibility. Within 12 months, the firm stabilized cash flow and positioned itself for sustainable growth.
Cash Flow Management
KPI Systems
Billing Restructure
TRADES BUSINESS
Plumbing Business Launch
Profitable
IN YEAR ONE
A plumbing entrepreneur needed more than a business plan — they needed execution infrastructure. CoreAlign guided entity formation, financial system setup, pricing strategy, and operational workflows. The business launched successfully and hit profitability in its first year.
Entity Formation
Pricing Strategy
Operational Workflows
SERVICE BUSINESS
157% Revenue Growth
$700K → $1.8M
UNDER 2 YEARS
A service business was plateauing at $700K in annual revenue with no clear path forward. CoreAlign’s fractional CFO engagement delivered financial modeling, pricing restructuring, and a growth roadmap that drove revenue to $1.8M in under two years — a 157% increase.
Financial Modeling
Pricing Restructure
Growth Strategy
OUR MISSION
Your Executive Partner for Scalable Growth
CoreAlign Advisory Group was founded on a simple belief: every business deserves access to executive-level financial and operational leadership. We work alongside business owners and leadership teams as a trusted partner — bringing the strategic clarity, systems thinking, and hands-on execution that drives sustainable growth and builds generational wealth.
With 20+ years of experience across industries and business stages, we deliver the expertise of a full C-suite at a fraction of the cost. From startups finding their footing to established businesses pursuing aggressive expansion, CoreAlign aligns your operations, finances, and vision for the growth you deserve.
“We don’t just advise — we align your operations, your finances,
and your vision.”
Generational Wealth
We help business owners build enterprises that create lasting wealth — not just for today, but for the generations that follow.
Financial Clarity
We transform complex financial data into clear, actionable intelligence — so you always know where your business stands and where it’s headed.
Operational Alignment
We build the systems, processes, and infrastructure that allow your business to scale without chaos — aligning every function toward your growth goals.
Profitable Growth
We don’t just track revenue — we engineer it. Our strategic guidance is designed to drive sustainable, profitable growth that builds lasting business value.
GET STARTED
Ready to Align Your Business for Growth?
Schedule a complimentary consultation to discuss your business goals and explore how CoreAlign can deliver the executive leadership your business needs.
- Speak directly with an advisor
- Get a customized service recommendation
- Nationwide service — remote & on-site available
Is CoreAlign Right for You?
- We partner with businesses that are:
- Growing beyond founder-led operations
- Generating $1M–$25M in annual revenue
- Ready for executive-level financial and operational leadership
- Preparing to scale, acquire, or improve profitability
WHY COREALIGN?
- Executive-level expertise at a fraction of full-time cost
- Flexible engagement — no long-term lock-in required
- Proven results across industries and business stages
- Nationwide service with hands-on, personalized support
Request a Consultation
No commitment required. We’ll respond within 1 business day.