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vcfo stride services
vcfo stride services

Advisory Services that Drive Strategic Growth

You don’t need more data—you need the right insight, at the right time, from someone who understands what you’re building. That’s where we come in.

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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.

Smarter financial decisions start with the right partner in your corner.​

Our Advisory Services​

Advisory is at the heart of everything we do.
From big-picture planning to day-to-day decision-making, we help you lead with confidence.

Budgeting and Forecasting​

Budgeting and Forecasting

Our dual approach to cash flow and financial statement forecasting provides the foundation for strategic growth, giving you the clarity to plan ahead confidently.

M&A Planning

M&A Planning and Assistance

From initial planning to seamless execution, our team ensures you’re well-prepared every step of the way.

Cash Flow Management

Cash Flow Management

We help you optimize your cash flow to ensure sustainability and growth, enabling you to focus on long-term strategic objectives.

Chart of Accounts Alignment​

Chart of Accounts Alignment

Optimize your financial tracking for more accurate benchmarking and better decision-making.

Debt Financing

Private Equity and Debt Financing

Our advisory team will help you develop relationships with key stakeholders, including venture capitalists, bankers, and private investors, and ensure you’re ready for critical meetings and presentations.

Reporting

Reporting and Analysis

We turn your financial data into clear outcome-driven insights and help you understand what the numbers are really telling you, so you can make smarter decisions faster.

What Advisory Looks Like at Stride

What Our Advisory Is

  • Designing financial systems for decision-making
  • Forecasting cash flow and profitability
  • Talking about what’s next—not just what happened
  • Setting margin targets and growth strategies
  • Guiding strategic planning and capital raises
  • Delivering transformation through process improvement
  • Creating accountability across your financial function

What It Isn't

  • Bookkeeping solely for tax filing
  • Only sharing profit/loss numbers
  • Only reporting on the past
  • Only sending invoices or reconciling bank accounts
  • Using outdated or incomplete financial tools
  • Managing cash in a vacuum
  • Only focusing on what you do, not why it matters

What Sets Us Apart

Most financial firms stop at reporting—we go further. Our advisory is hands-on, strategic, and rooted in understanding how your business actually runs.

We don’t just give you the numbers. We help you make sense of them, connect them to your goals, and take action.

With Stride, you get:

Insight that’s proactive, not reactive

A clear view of where you stand and where you’re headed

A partner who helps you make faster, more confident decisions

Financial systems designed to grow with you

We believe you deserve a team that brings structure, strategy, and momentum to your business. And that guides everything we do.

our clients love us

i suprised david for his 30 birthday in a mutual ceramic workshop. it’s something we wanted to do toghther for so long. i am so happy we chose urban workshops.
Diane & DavidWorkshop Name
i suprised david for his 30 birthday in a mutual ceramic workshop. it’s something we wanted to do toghther for so long. i am so happy we chose urban workshops.
Diane & DavidWorkshop Name
i suprised david for his 30 birthday in a mutual ceramic workshop. it’s something we wanted to do toghther for so long. i am so happy we chose urban workshops.
Diane & DavidWorkshop Name

Ready to take control of your financial future?

Let Stride’s advisory team guide you with the insights and strategies needed for success.

Schedule a Free Consultation

Your Advisory Consultants

Matt Kerrigan, CFO Consultant

Matt Kerrigan

Advisory Consultant

Employee photos 1

Guy Lamothe

Advisory Consultant

Who We Support

Our advisory clients range from growing agencies and startups to consulting firms and tech-enabled service businesses. What they have in common: complex decisions, ambitious goals, and a need for financial clarity they can trust.

“P&Ls and Balance Sheets are fiction - Cash Flow is reality.”
Morgan HolmesStride Co-Founder
Morgan Holmes
“We’re not here to hand over spreadsheets. We’re here to help you run a smarter business.”
Matt KerriganAdvisory Consultant
Matt Kerrigan

How Our Advisory Process Works

Our advisory services go beyond traditional bookkeeping to offer a full suite of financial and strategic support designed to empower your business.

  • Provide Consistent Support and Insights Our team-based approach ensures a consistent process and outcome, providing the confidence you need to make strategic decisions.
  • Develop Key Relationships: Connect with venture capitalists, bankers, auditors, and lawyers, guided by our team’s expertise.
  • Empower Your Business with Data We act as your financial guide, delivering clear, accurate information that supports your goals and drives informed decision-making.
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