Turn Your Numbers Into a Growth Engine — Without Hiring a Full-Time CFO
Consulting CFO support for budgeting & forecasting, cash flow clarity, and board-ready reporting so you can make decisions faster and scale with confidence.
Strategic Financial Leadership Without the Overhead
Fractional CFO support for growth-stage companies that need clarity, discipline, and forward-looking financial strategy.
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Build a forecast you can actually run the business on: revenue, headcount, spend, and cash. I set up a model and a cadence that matches your needs so you always know what’s changing and why.
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Turn “we think we’re fine” into real visibility. I build cash forecasts (including 13-week if needed), identify working-capital levers, and help you plan for hiring, seasonality, and surprises.
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Board-ready reporting without the scramble. I create the monthly/quarterly package, define the metrics that matter, and help you tell the story behind the numbers so stakeholders trust the plan.
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Know what’s driving growth and retention. I design a KPI dashboard and definitions (MRR/ARR, churn, CAC/LTV, NRR, burn multiple, etc.) and connect metrics to decisions and accountability.
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Get ready for a raise, a loan, or a deal. I support modeling, diligence prep, data-room organization, and decision analysis so you can move quickly and negotiate from a position of clarity.
I’m Joe Kendrick, founder of Trailhead Advisory.
I’ve spent my career working across finance, accounting, planning, and operational decision support helping teams turn raw financial data into clarity, alignment, and momentum. My work spans everything from building forecasting and reporting processes to supporting leadership in high-stakes decisions where accuracy, speed, and judgment matter.
Trailhead Advisory exists to bring that level of leadership to businesses that want the benefit of experience without the overhead of a full-time hire.
About Trailhead Advisory
Let’s Work Together
Email me at joe@trailheadadvisory.co or complete below and I’ll contact you asap.