Establish the direction
We start with what you want the business to accomplish and define the financial outcomes that will show whether you are getting there.
CFO Advisory
Know where you’re going.Know what comes next.
Ongoing CFO advisory that helps you understand what’s happening financially, see where the business is headed, and focus on the decisions and priorities that matter most.
The relationship
Clear direction.
Attention beyond the meeting.
This is an ongoing CFO advisory relationship built around financial oversight, forward-looking analysis, focused priorities, and better decisions. You are not handed off to a team. You work directly with Matt, who gets to know the business, applies CFO judgment to what the numbers mean, and helps turn important developments into focused action.
How advisory works
Understand the goal.Know where you’re headed.Focus. Act. Measure. Adjust.
A repeatable advisory system that combines ongoing financial awareness, human CFO judgment, and focused action.
Monitor the financial picture
Financial information is reviewed on an ongoing basis so meaningful changes can be identified between formal meetings—not only after the month is over.
Investigate what matters
Matt verifies what changed, looks behind the numbers, and determines which risks, opportunities, or financial drivers deserve attention.
Advise and prioritize
We work through what the information means, pressure-test the choices, and narrow the focus to the few priorities that matter most.
Act. Measure. Adjust.
The owner and team execute the next steps. Torvik measures progress, updates the outlook, and helps determine what should happen next.
What you get
A disciplined ongoing advisory experience.
Your business does not only change once a month. The relationship is designed to help you see important developments earlier, understand what they mean, and know what to do next.
Ongoing Financial Oversight
Torvik keeps an eye on the financial picture between meetings and investigates meaningful changes that may deserve your attention.
Direct CFO Advisory
Focused conversations with Matt about financial performance, what the numbers mean, and the decisions in front of you.
Forward-Looking Perspective
A clear view of where the business is headed, supported by the right forecasts, drivers, and scenarios for your situation.
Focused Action and Accountability
A small number of clear priorities for the owner and team to execute, followed by measurement and adjustment.
Targeted tools
Built when the situation calls for them.
Forecasts, budgets, dashboards, and models are not a fixed package. Matt uses the right tools when they add visibility, help investigate an issue, sharpen a decision, or make progress measurable. Detailed 13-week cash forecasting, for example, is used when liquidity, seasonality, growth, collections, or a major investment makes that level of detail valuable.
01
Cash-flow forecasts
02
Operating budgets
03
Financial models and scenario analysis
04
Pricing and margin analysis
05
Compensation analysis
06
KPI and dashboard design
The advantage
CFO-level perspective.
Focused on the owner’s next move.
Torvik helps determine where the business needs to go financially and what deserves attention. The relationship complements the people already supporting the business, including bookkeepers, CPAs, controllers, employees, and outside partners.
Together, we establish the priorities, ownership, and timing. The owner and the appropriate people then determine and execute the best route, while Torvik measures progress, updates the outlook, and keeps the next decision grounded in the financial reality of the business.
Ideal fit
Built for founders facing
more consequential decisions.
↗An established founder- or owner-led business
↗Increasing financial complexity
↗Limited forward-looking financial visibility
↗Consequential hiring, pricing, cash, margin, investment, or growth decisions
↗A desire for clear priorities and an ongoing advisory cadence
Start the conversation
What are you trying tounderstand, change, or decide?
Bring the question sitting in front of you. We’ll talk through the decision, the financial visibility you have today, and whether this advisory relationship is the right fit.
Schedule a conversation ↗