Strategic
Financial
Clarity for Your Business
Senior-level CFO leadership without the full-time cost. We help ambitious founders and SMEs navigate growth with confidence, clarity, and financial strength.
"Fortis means strength — and that's what I aim to build within your business."
IZZAT SHADID, CPA
Founder & Principal Advisor
What We Do
Your Strategic Financial Partner
As your business evolves, opportunities expand — but so do pressures and financial risks. We help you navigate these milestones with senior-level expertise at a fraction of the cost.
Strategic Leadership
Senior CFO oversight aligned with your long-term vision and business objectives.
Forecasting & Planning
Rolling cash flow forecasts and scenario modeling to keep you ahead of challenges.
Risk & Governance
Strengthened financial controls, capital discipline, and risk management frameworks.
Sound Familiar?
Your senior financial partner,
without the full-time cost.
Many business owners face the same financial challenges — and most don't need a full-time CFO to solve them.
No Clear Picture of Financial Health
"I don't really know if we're profitable until tax time."
We implement real-time reporting and monthly financial reviews so you always know exactly where you stand — cash, profit, and runway.
Cash Flow Anxiety
"We're turning over good revenue but always seem to be short on cash..."
We build rolling cash flow forecasts and identify gaps between invoicing and collections, so you're never caught short.
Flying Blind on Big Decisions
"I make big decisions based on gut feel because I don't have the numbers."
We translate your financials into clear, actionable insights so every major decision is backed by data, not guesswork.
Out-of-Control Costs
"I know we're overspending somewhere but can't pinpoint where."
We conduct a full cost and margin analysis, identify the leaks, and build a plan to fix them.
No Budget or Financial Plan
"We just react to what happens — there's no real financial plan."
We create a practical annual budget and financial roadmap aligned to your goals, so you're building intentionally, not reactively.
Messy or Unreliable Numbers
"I don't trust the numbers my bookkeeper gives me."
We review and clean up your financial records, put the right systems in place, and ensure your numbers are accurate and meaningful.
Pricing Feels Like Guesswork
"I'm not confident my pricing is actually making me money."
We analyse your true costs, margins, and unit economics to make sure your pricing is profitable — not just competitive.
Can't Secure Finance or Investment
"The bank asked for financial projections and I had nothing to give them."
We prepare investor-ready financials, models, and reporting packages that give lenders and investors the confidence to say yes.
No Finance Function in the Team
"I need a CFO but can't afford a full-time one."
That's exactly what we are. A senior financial partner embedded in your business, at a fraction of the cost of a full-time hire.
Unsure If the Business Can Scale
"I want to grow but don't know if the business can handle it financially."
We model your growth scenarios, stress-test your finances, and build the infrastructure to scale without breaking the business.
Service Tiers
Foundation | Growth | Partner
Choose the level of support that matches where your business is today.
Foundation
Early-stage businesses getting their finances in order
- Basic P&L & cash flow reporting
- 13-week cash flow forecast
- Finance systems setup
- Basic cost review
- Tool selection & implementation
Growth
Growing businesses needing ongoing financial oversight
- Full financial package with commentary
- Rolling 12-month forecast
- Annual budget & dept-level planning
- Gross margin, CAC & LTV analysis
- Full cost and margin analysis
Partner
Established businesses requiring a senior finance leader
- Board-ready reporting & variance analysis
- Real-time forecasting & scenario planning
- Full unit economics & pricing strategy
- Risk & governance framework
- Audit preparation & internal controls
Ready to Build Financial Strength?
Let's have a conversation about where your business is heading and how strategic CFO leadership can take you there.
Book Your Free Discovery Call