Advisory Services ((We need a better title here that is a little longer and descriptive))

Effective cash flow management and accurate projections, along with diligent budgeting and forecasting, form the backbone of financial health, enabling informed decision-making.

Stride provides a full stack solution for professional service clients. Grow with confidence from day to day bookkeeping through strategic financial analysis and advisory.

Setting the right foundation gives you confidence and alleviates you from spending time on the back office. This ultimately gives you the space to think more strategically. The Stride Service promise is to implement an enduring set of processes and systems so we can spend more time with you on how to use actionable data.

Stride's Advisory Services


Our goal is to help you use your data to make better business decisions, confidently and consistently.

Budgeting and Forecasting: Make informed decisions and precise predictions using our dual approach to cash flow and financial statement forecasting—key to driving strategic growth.
Chart of Accounts Alignment: Optimize your financial tracking for better benchmarking and margin analysis to support precise financial oversight and performance assessment.
M&A Planning and Assistance: Navigate the complexities of mergers and acquisitions with end-to-end guidance and expertise tailored to the MSP industry.

Your CFO Consultants

Matt Kerrigan Collaboration Headshots

Matt Kerrigan

CFO Consultant

Employee photos 1

Guy Lamothe

CFO Consultant

The Value Our Advisory Team Provides

  • Improve clarity in financial reporting
  • Develop key relationships with venture capitalists, bankers, auditors, and lawyers
  • Focus on your business rather than office personnel and support
  • Implement financial, business, and strategic planning
  • Support mergers and acquisitions
  • Cash flow management and projections
  • Budgeting and forecasting
  • Private equity and debt financing
  • Bank financing and investor meeting preparation
  • Financial and operational improvement plans
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