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Empowering Financial Success with Trusted Consulting
Office of the CFO solutions tailored to drive your business forward
About Graystone Advisory
Bespoke finance solutions for middle market companies of all stages. From start-ups looking to obtain external financing and building infrastructure to mature companies facing liquidity issues, we have the experience and capabilities to help your business solve complex financial and strategic planning challenges.
Our Services
Liquidity Planning and Management
Dynamic 13-week cash flow forecasting to provide transparency on the business’s cash cycle and planning for future liquidity events
Working Capital Optimization
Detailed plans to improve liquidity timing and volume. Our comprehensive approach finds areas of improvement from negotiating with current vendors to plans that improve profit margins and pace of outstanding receivables
Annual Operating Plan and Budgeting
Dynamic 3-statement financial modeling solutions to provide the complete picture of the financial impacts of your organization’s upcoming goals
Process Improvement
Process improvement capabilities for your organization’s operations and finance functions
Dashboards and Analyses
Synthesize operational and financial data to empower leaders across your organization with the tools to make timely decisions
FP&A Reporting
Operationalize financial impacts to understand unique scenarios and make data driven strategic decisions
Why Choose Graystone?
Trusted Partner
Relied on by top industry players for dependable financial guidance
Experienced Team
Decades of finance and accounting expertise at your service
Customized Solutions
Personalized strategies to meet your unique business needs.