See Beyond the Numbers. Achieve Clarity, Control, and Growth for your Enterprise.
Our Approach
Bringing Clarity to your Financials
We turn complex numbers into clear insights that drive smarter decisions. Transparent reporting and forward-looking analysis gives you the confidence to better understand your business and guide it with precision.
Bringing Control to your Operations
Clarity enables control. We streamline financial processes, tighten internal systems, and build structure around your operations—so your business runs more efficiently and grows in a healthy way.
Bringing Growth to your Enterprise
With clarity and control in place, growth can be pursued. We help you identify opportunities, plan strategically, and strengthen the financial foundation that powers long-term success and helps you achieve your goals.
Expertise That Helps You Reach Your Goals.
No two businesses grow the same way. Standardized approaches ignore the nuances that make your organization unique—your market, your team, and your potential. Scalable success starts with clarity: financial insights tailored to your goals, not cookie-cutter strategies.
Whether you’re striving to free up your time, achieve greater profitability, or simply reclaim peace of mind, we’ll help pinpoint the levers that matter most, address the pain points that slow you down, and chart a path toward your vision.
Our Testimonials
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“Moving from the “corporate” world to Small Business owner has come with a million changes and challenges, but one of the primary challenges we faced was getting our financial reporting in order to allow us to make sound financial decisions and understand how changes we made were impacting the business.
We have a number of systems, software and tools that all needed to be reconciled. Andrew worked with us to really understand our pain-points, objectives and how he could provide the most value to us – this made his impact 100x more impactful while also greatly speeding the time to showing us real value. Andrew allows me to focus on growing the business, and allows us to quickly understand how the business is performing. Andrew really stood out because he understands the unique challenges that small businesses face, that our IT isn’t perfect, that our processes are always changing and improving and that what we needed to know was what was moving the needle. He was able to help us put together reporting that did that all while rolling up his sleeves and helping get us out of the trenches. I cannot recommend Andrew and Coastview Advisory enough.
- Mikael Rosenberger, CEO -
Andrew Varney operates across the entire business, not just the finance function. He brings financial clarity to complex decisions while simultaneously driving operational execution—setting up e-mail infrastructure for campaigns, implementing customer service platforms, coordinating product launches, managing critical account relationships. From executive-caliber strategy to the tactical work that actually moves things forward, Andrew doesn’t wait for someone else to handle it. He sees what needs doing and gets it done. The cross-divisional capability is rare and invaluable.
Andre Niemeyer, Founder & CEO
Our CFO Services
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This is a fixed-fee assessment for business owners wanting a professional review before committing to an ongoing engagement.
We’ll provide:
A comprehensive review of financials and in-place systems
KPI, cash flow, and risk analysis
Summary report with actionable recommendations
Understand where you stand—and where to focus next.
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Purpose: Designed for business owners who want accurate, dependable financials and a consistent understanding of their company’s performance without full-time CFO involvement.
This tier is a fit if:
You’re in the $1M–$3M revenue range and have never really had a CFO-level review.
You feel like you’re making decisions on gut, not on good data.
You want straightforward explanations, not a 40-page finance deck.
What you get:
Monthly financial review
Clear, candid review of your P&L, balance sheet, and cash flow—what changed, what matters, and what needs attention.Monthly CFO strategy call
A focused 60–90 minute call to walk through results, discuss key questions, and align on next steps.Core KPI scorecard
A simple view of 5–10 essential metrics (revenue, gross margin, operating margin, AR days, AP days, inventory turns, cash runway).Quarterly “state of the business” summary
Plain-English written summary of performance, risks, and priorities for the next quarter.Baseline cash forecast
A high-level 12-month view of expected inflows/outflows, updated quarterly so you can see what’s coming.
Value to the owner: Establishes reliable financial discipline, ensures clean books, and gives owners the clarity to make informed, day-to-day business decisions confidently—without overbuilding processes you’re not ready to maintain yet.
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Purpose: This is for businesses that have data but lack a cohesive financial plan. You want tighter control, fewer surprises, and a clear line of sight from operations to cash.
This tier is a fit if:
You’re typically in the $3M–$10M revenue range.
You’re experiencing regular cash tightness despite growing sales.
You need budgets, forecasts, and working capital management—not just reports.
What you get (everything in Basics, plus):
Bi-weekly CFO meetings
Regular working sessions with the owner/leadership team to review performance, address issues, and adjust plans.Annual budget and rolling forecast
A practical annual budget and 12–18 month rolling forecast, updated at least quarterly, tied directly to your goals.Working capital and CCC focus
Structured approach to AR, AP, and inventory:AR review and collections cadence
Vendor terms and payment strategy
Inventory and purchasing reviewed through the lens of the Cash Conversion Cycle
Expanded KPI dashboard
Deeper visibility into DSO, DPO, inventory turns, gross margin by product or service, and operational drivers impacting cash.Policy and process alignment
Guidance and frameworks for credit policies, purchasing thresholds, spend approvals, and closing cadence with your bookkeeper/CPA.
This tier moves you from reviewing a monthly P&L to running the business to a plan and manage cash intentionally.
Value: Transforms financial data into actionable strategy, driving profitability, proactive cash management, and improved operational decision-making.
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Purpose: For established or scaling companies ready for an embedded strategic finance partner to guide long-term value creation.
This tier is a fit if:You’re planning to grow aggressively over the next 2–3 years.
You’re adding locations, channels, or product lines—or considering it.
You are in ongoing conversations with banks, investors, or key strategic partners.
What you get (everything in Control, plus):
Weekly CFO involvement
Regular participation in leadership and operations meetings, acting as your fractional CFO and financial voice in strategic decisions.Deeper integration with operations
Finance fully connected to:Production and capacity planning
Pricing and margin analysis by product, customer, or project
Demand planning / S&OP where applicable
Scenario and growth modeling
“What if” modeling for hiring, capex, expansion, new offerings, or major strategic moves so you can see the financial impact before you commit.Lender, investor, and board support
Preparation of bank- and board-ready reporting packs, participation in key meetings, and ongoing communication support.Coaching for internal finance staff
Mentoring and upskilling your controller, accounting manager, or internal finance team so they grow alongside the business.
Value to the owner: Provides a trusted financial partner integrated into your leadership team—helping you align strategy, capital, and performance for sustained growth and enterprise value.
How We Start
You do not need to know your tier before we talk. Every engagement begins the same way:
Discovery Call
We discuss your business model, goals, and pain points—and where you feel the most pressure today.Financial & Operational Review
We discuss your systems and key processes to understand what is really driving cash, margin, and risk.Clear Recommendations & Tier Fit
In a follow-up call, you receive straightforward recommendations on what you actually need, which tier fits your current stage, and how we would work together.
Our Guarantee
At Coastview Strategic Advisory, our commitment is to deliver exceptional financial expertise and tangible value that directly contributes to reaching your goals. We are confident in our ability to provide the strategic insights and guidance you need.
That’s why we offer a Client Satisfaction Guarantee: if, for any reason, you feel that our services have not met the value and expectations discussed, let us know, and we will promptly refund your most recent monthly retainer payment. Your success is our priority, and this guarantee reflects our dedication to earning and maintaining your trust through impactful results.
Ready to Align Your Numbers with Your Vision?
If your plans are bigger than your current financial visibility, it’s time to connect strategy, operations, and cash. We’ll translate your goals into a clear, actionable financial roadmap.