Strategic finance for growing companies.
Fractional CFO services and financial advisory for businesses between $2M and $20M in revenue. Investor-grade modeling, board-ready reporting, and an AI-augmented delivery framework that moves at the speed of modern operators.
You're past “figuring it out as we go.”
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01Cash flow visibilityRolling 13-week forecasts, scenario modeling, and covenant monitoring — updated weekly, not quarterly.
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02Board & investor reportingMaterials that stand up to institutional scrutiny. Narrative, metrics, and actionable insight.
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03Capital readinessFundraise preparation, diligence support, and exit-grade financial hygiene — before you need it.
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04Strategic decision supportUnit economics, pricing analysis, and capital allocation — delivered at the speed of your business.
Three service tiers, one standard of work.
Flat monthly retainers. No hourly surprises. No minimum on questions asked. Select the tier that matches your stage, and move up as the business grows.
Foundation
- Monthly close review
- Runway & cash dashboard
- KPI reporting
- Monthly strategy call
- Email & Slack availability
Growth
- Everything in Foundation
- Three-statement forecasting
- Scenario & sensitivity modeling
- Board deck preparation
- Weekly strategy calls
- Unit economics analysis
Strategic
- Everything in Growth
- Fundraise model & data room
- Investor pitch support
- Diligence response management
- Board meeting attendance
- On-demand availability
A different kind of advisory firm.
We built Porter & Piazza around three principles — each one a response to what the traditional fractional CFO market gets wrong.
One of our founders is a sitting CFO at a growth-stage technology company. Your advisor is in the trenches today — same tools, same pressures, same market as you. Not a retired consultant coaching from the sidelines.
We've built an AI-augmented delivery stack that compresses two-week modeling projects into two-day turnarounds. You pay a fixed monthly retainer with no hourly surprises — and we still deliver faster than firms charging three times the rate.
Flat monthly pricing means you stop rationing CFO help. Ask questions in Slack. Pull us into a board prep call. Send the messy data. That's what we're here for — and how real strategic partnership works.
Selected engagements.
Representative work across our current practice. Client details anonymized at their request; full references available under mutual NDA.
From quarterly scrambles to morning-coffee decisions.
A $12M-revenue manufacturing company came to us with the problem every growing mid-market company eventually hits: the books were clean, but the decisions weren't getting any easier. Cash flow was opaque, variance analysis was a quarterly scramble, and “do we have the capacity to take this contract?” couldn't be answered in under a week.
We started with a 30-day foundation build: runway dashboard, rolling 13-week cash forecast, monthly variance reviews, and a single Slack channel for questions. Within 90 days, the CEO had real-time visibility into cash position, margin by product line, and a working scenario model. Decisions that used to take a week now take a morning.
Client details anonymized at their request. Reference available under mutual NDA.
Two operators. One standard.
Porter & Piazza is a partnership between a career CFO and a technical founder — built on the belief that modern advisory work is a team sport between strategic finance and the technology that makes it move.
Nick is a career CFO with more than two decades of experience building and running finance functions for data-driven, technology-forward companies. He currently serves as Chief Financial Officer of a private-equity-backed technology company in the automotive and consumer finance industries.
Before his current role, Nick was CFO at two private-equity-backed healthcare technology companies, with earlier senior finance leadership at R1 RCM, Solera Holdings, and Caris Life Sciences — a career spent in the operating seat across healthcare, automotive finance, insurance technology, and life sciences.
Nick holds a B.S. in Business Logistics from Penn State University and an MBA from Louisiana State University.
[Bio to be added. Fred brings deep technical expertise in AI-native workflows and full-stack product development, and leads the delivery infrastructure behind Porter & Piazza's engagement model.]
Let's determine if we're the right fit.
Book a complimentary 30-minute consultation. We'll spend the time learning about your business — not pitching ours. You'll leave with at least one specific, actionable recommendation, whether you engage us or not.
Schedule the consultation →