Strategic financial leadership for businesses built to last.
Expert CFO strategy and financial infrastructure — built for the stage you're actually in. We meet you where you are and help build the financial foundation to take you where you want to go.
Catherine Griffin — Certified Fractional CFO, Association of Chief Financial Officers
One firm, built for every stage of growth.
Stewrd CFO Advisory combines strategic CFO-level thinking with a purpose-built tool for earlier-stage businesses, so you always have a clear next step — whatever your revenue looks like today.
Fractional CFO
Gain CFO-level strategy and insight without the full-time cost. Every engagement starts with an intensive 6-week Kick-Start Sprint, followed by an ongoing monthly advisory relationship built around your complexity.
StewrdIQ
Not every business is ready for a fractional CFO — and that's fine. StewrdIQ is our purpose-built financial management app, designed to build the clarity and structure that gets you ready for advisory-level support.
Coming soon — join the waitlist
Small business owners deserve the same caliber of guidance large companies take for granted.
- Certified Fractional CFO
- Certified AI Consultant
- 15+ years in Corporate Tax, FP&A & Finance Systems
Founded by Catherine Griffin, Stewrd CFO Advisory brings fractional CFO strategy to business owners who are ready to stop guessing and start planning. Catherine has spent her career building, implementing, and training teams on the financial systems that drive real business performance — we don't just report the numbers, we help you act on them.
One firm. Every stage. Built for the long game.
Catherine Griffin
Founder & Fractional CFO
Certified Fractional CFO and Certified AI Consultant with 15+ years in corporate finance, including over a decade at General Motors leading financial planning and systems implementations. Catherine founded Stewrd CFO Advisory to bring that same caliber of financial leadership to businesses that don't have a Fortune 500 budget.
A clear path, whatever stage you're at.
Stage-appropriate support
Whether you're at $10K or $500K/month, there's a clear path built for exactly where you are right now.
Real ROI, fast
The Kick-Start Sprint is designed to surface savings that often pay for the engagement within six weeks.
Built for the long game
We're not a one-time engagement — we're a long-term partner invested in sustainable growth.
Objective, senior insight
An extension of your leadership team, bringing outside perspective and actionable plans that drive results.
Strategic leadership, without the full-time overhead.
Every engagement begins with a focused six-week sprint, then moves into an ongoing advisory relationship matched to your complexity and pace.
Phase 1 — Kick-Start Sprint
Foundation & discovery
Define goals, map the path forward, and identify early profit-stacking opportunities through deep business discovery.
Cost savings & quick wins
Uncover unnecessary expenses, bad vendor relationships, and inefficiencies — designed to help pay for the engagement within six weeks.
Inventory, sourcing & operations
Optimize inventory KPIs, safety stock, and turnover for product businesses — or the equivalent lever for service businesses.
Cash flow & lending readiness
Analyze the cash conversion cycle and key credit ratios, and stress test the business to find where the hidden money lives.
Customization & strategic depth
Adapt to what this specific business needs most: analytics, SOPs, technology, marketing ROI, or exit planning.
Budget, forecast & presentation
Shift from managing by revenue to managing by profitability, with base, best, and worst-case scenarios as an ongoing management tool.
Bookkeeping cleanup, if needed, is quoted separately.
Phase 2 — Monthly Advisory
After the sprint, choose the retainer that matches your complexity. Minimum qualifying revenue: $50,000+/month.
- Quarterly in-person touchpoint
- Monthly email update
- Reporting & monitoring to track impact of what's been implemented
- 1 monthly review touchpoint
- Core complexity, streamlined operations
- Ongoing cash flow monitoring, reporting & advisory
- 2 monthly review touchpoints
- Higher complexity, multi-entity, or rapid growth
- Advanced financial modeling & scenario planning
- Priority access, custom reporting & KPI dashboards
Built for early-stage businesses, 0–$49,999/mo revenue.
Not every business is ready for a fractional CFO — and that's okay. StewrdIQ meets you where you are, giving you the financial clarity, structure, and momentum to grow into one. It's the on-ramp into Fractional CFO advisory, built by the same team.
Your path to financial clarity.
Book a free discovery call
A no-pressure 30-minute call. We'll talk about where your business is, where you want to go, and what's in the way.
We assess & recommend
We'll identify which path makes sense — Fractional CFO or StewrdIQ — with a clear recommendation and no obligation.
You get a custom proposal
A straightforward proposal outlining scope, timeline, and pricing. No hidden fees, no surprises.
We get to work
Once you're ready, we kick off immediately — you'll know exactly what's happening and when.
Two paths. One firm.
I want strategic financial guidance
If your business is generating $50K+/month and you're ready to stop guessing and start planning, Fractional CFO advisory is your next step.
Go to Fractional CFO services →I'm still growing toward $50K/mo
StewrdIQ was built for exactly where you are — stage-based pricing, financial tools, and a clear path to grow into advisory-level support.
Go to StewrdIQ (coming soon) →Straight answers to the questions we hear most.
A bookkeeper records transactions. A tax accountant prepares and files returns. A Fractional CFO does neither day-to-day — instead, they analyze your financial data, build strategy, forecast your future, and help you make better decisions.
No. Most clients come to us with messy books — that's completely normal. For the Fractional CFO Kick-Start Sprint, bookkeeping cleanup is quoted separately if needed. We'll assess where you stand on the discovery call and give you a clear path forward.
If your business is generating $50,000+/month and you're making decisions on gut feel instead of data, you're ready. Signs include: you don't know your real profit margin, you're always surprised by your tax bill, cash flow feels unpredictable, or you're growing but unsure if it's sustainable.
StewrdIQ is our purpose-built financial intelligence app for businesses generating under $50K/month, with stage-based pricing starting at $147/mo. It's currently in development — join the waitlist to be first in line.
Yes. Fractional CFO advisory and StewrdIQ are available to businesses nationwide.
Because every business is different. A single-owner business with clean books is a very different engagement than a multi-entity operation with years of uncategorized transactions. We give you a clear, itemized proposal after the discovery call — no surprises, no hidden fees.
Six weeks of structured Fractional CFO work: goal-setting, cost savings analysis, cash flow review, lending readiness, and a full budget and forecast presentation. It does not include bookkeeping cleanup — if your books need work before we can analyze them, that's quoted separately.
Your next financial breakthrough starts with a single conversation.
Book a call
The fastest way to get started — a free 30-minute discovery call, directly on our calendar.
Book on Calendly →Send an email
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