Financial clarity for companies that have outgrown their bookkeeper.
We run your books, close your months by the tenth business day, and give you a fractional CFO who plans ahead — one named team, one flat monthly fee.
Reply within one business day
Flat monthly fees, no hourly surprises
No long-term contracts
Named team, not a ticket queue
Trusted by founder-led companies
Halyard Labs
Ferncliff Clinics
Tessellate
Brightmoor Roasters
Orrin & Co.
Northgate Dental
4.9
/ 5
48 client reviews
Rated by the founders and finance leads we work with.
Sound familiar?
Most companies come to us with one of four problems.
Services
One team, from bookkeeping to the boardroom.
Start with the layer you need. Add the next one when the business asks for it.
Why Folistead Advisory
Built like a finance department. Priced like a service.
A named team, not a ticket queue
You know your bookkeeper, your reviewer and your CFO by name within the first week. Questions are answered within one business day.
The close lands on the tenth
Every month, without exception. A documented close checklist, a second reviewer, and statements in your inbox on a fixed date.
Forward-looking by default
Every engagement includes a cash position and a plain-English summary — because knowing what happened is only useful if it changes what you do next.
Secure by design
Read-only bank connections, two-factor authentication everywhere, encrypted document transfer and a written security policy you can read.
Results
What clients measure after the first quarter.
How it works
From first call to a monthly rhythm in four weeks.
01
Discovery call
Thirty minutes with a senior member of the team. You leave with a clear recommendation and a written proposal within two business days.
02
Onboarding and clean-up
We connect your systems, tidy the chart of accounts and reconcile back to your last clean period.
03
The monthly rhythm
Weekly processing, one batched question list, close by the tenth, statements and commentary in your inbox.
04
Quarterly planning
A review of the numbers, the forecast and the scope — so the service grows when the business does.
FAQ
Questions founders ask before booking a call.
Thirty minutes with a senior member of the team. We ask about your business, your systems and what is not working, and tell you plainly which service fits — or whether you need us at all. You leave with a written proposal within two business days.
Questions are answered within one business day. Urgent items — a lender request, a payment that must go out — are handled the same day wherever possible.
Flat monthly fees agreed in advance, based on the scope of work rather than hours. One-off projects such as a clean-up are quoted as a fixed fee before any work starts. Your proposal shows exactly what is included and what would change the fee.
Read-only bank connections, two-factor authentication on every system, encrypted document transfer rather than email attachments, and access limited to the people on your team. Our written security policy is available on request.
Forward-looking finance leadership on a part-time basis: cash forecasting, the financial model, board and investor reporting, fundraising or lender support, and a standing monthly meeting to make decisions with numbers. It is the difference between knowing what happened and knowing what to do next.
Yes. We start with a fixed-fee catch-up project that brings you current, then move you onto the monthly service so it never happens again.