Financial Systems. Strategic Leadership. Profit Protection.
When your business reaches a certain level, bookkeeping and monthly reports aren't enough. You need financial infrastructure that scales — and leadership that sees what's coming. Skillia delivers both.
Two Layers of Financial Support. One Integrated Approach.
Most firms offer either bookkeeping or CFO services. Skillia integrates financial systems and strategic leadership so your foundation and your strategy grow together.
Financial Systems & Advisory
We build the financial foundation — clean data, optimized systems, reliable reporting, and internal controls that protect your business from risk.
- KPI dashboards and performance reporting
- Accounting software optimization
- Cash flow visibility and trend analysis
- Internal controls and approval workflows
- Fraud risk exposure review
- Financial close process improvement
- Tech stack integration and automation mapping
Fractional CFO Leadership
We step in as your senior financial leader — owning strategy, forecasting, and the financial narrative for your business, your board, and your investors.
- Profit strategy and margin improvement
- Forecasting, scenario planning, and budgeting
- Decision support for hiring, pricing, and expansion
- Board and investor reporting
- Financial model builds (growth, capacity, pricing)
- Funding, M&A, and exit readiness strategy
- Executive financial leadership across teams
What's Covered Across Both Layers
Financial Systems & Technology
- Accounting software optimization
- Financial tech stack integration
- Automation opportunity mapping
- Reporting workflow design
Financial Strategy & Planning
- Profit strategy and margin improvement
- Cash flow forecasting and scenario planning
- Budget creation and performance tracking
- Decision support for hiring, pricing, and investments
Financial Controls & Risk Protection
- Approval workflow design
- Segregation of duties guidance
- Fraud risk exposure review
- Financial close process improvement
Growth, Funding & Exit Readiness
- Investor and lender reporting support
- Financial model builds (growth, capacity, pricing)
- M&A and exit planning strategy
- Due diligence preparation support
KPI & Performance Management
- Executive KPI dashboards
- Profitability by service line, location, or partner
- Revenue and expense trend analysis
- Growth planning with measurable targets
Process Documentation & Scale Readiness
- Financial SOP documentation
- Operational visibility by department or location
- Clean reporting frameworks for stakeholders
- Finance team hiring plan and structure guidance
This Is Built For Businesses That Are Done Guessing
Whether you need stronger systems, strategic leadership, or both — we meet you where you are.
Scaling fast and need stronger financial infrastructure
Want CFO-level insight without a full-time CFO salary
Need better visibility into real profitability
Want stronger internal controls and risk protection
Preparing for funding, lending, acquisition, or sale
Want forecasting and planning — not just monthly reports
Service Packages
Each tier builds on the last. Start where you need to — grow into the next level when you're ready.
Advisory Essentials
- Monthly financial review + advisory call
- KPI dashboard setup + monitoring
- Cash flow visibility reporting
- Financial trend analysis
- Tech stack recommendations
- Basic process improvement
Growth Advisory
- Forecasting and scenario planning
- Profitability by service or department
- Financial workflow redesign
- Automation implementation planning
- Quarterly strategic planning sessions
- Vendor + cost optimization review
- Approval workflow recommendations
- Risk exposure identification
Profit Protector
- Full financial strategy ownership
- Advanced forecasting + scenario modeling
- Unit economics and capacity modeling
- Internal control framework design
- Fraud risk mitigation design
- Partner/owner transparency models
Executive CFO
- Board and investor reporting packages
- Strategic support for funding, M&A, or exit
- Due diligence and transaction prep
- Executive financial leadership across teams
- Exit-ready financial structure and SOPs
- Finance team hiring guidance
Project-Based & Add-On Services
Available alongside any package or as standalone engagements.
Your Business Is Growing.
Your Financial Leadership Should Too.
Schedule a consultation to determine the right level of advisory and CFO support for where you are — and where you're headed.
Schedule Your Consultation