Are you growing fast—but still unsure if you can afford to? Or watching revenue rise while your profit margins shrink? You’re not alone—and you don’t have to figure it out alone.
Many entrepreneurs reach a tipping point where the financial side of the business feels overwhelming. Expenses increase, cash flow becomes unpredictable, and decisions are made based on gut instinct instead of data. That’s where The Zali Group comes in.
With over 20 years of hands-on CFO and accounting experience, The Zali Group provides outsourced CFO services designed to help small to mid-size businesses navigate growth with clarity, strategy, and confidence. We help you build financial infrastructure, forecast cash flow, and optimize profitability—so your business can scale sustainably.
What We Offer: Strategic CFO Support, Tailored to You
Whether you’re a contractor, tech founder, logistics manager, commercial designer, or creative agency owner, your financial challenges are unique—and so is our approach. The Zali Group specializes in working with:
- Contractor Services (HVAC, Plumbing, Construction)
- Technology Companies
- Logistics and Transportation Businesses
- Commercial Office Furnishing Providers
- Interior Designers
- Digital Marketing Agencies
We offer several levels of strategic CFO services tailored to each of these industries:
- Financial Clarity Package: Ideal for businesses that are growing quickly but lack the financial foundation to support it. This includes foundational assessments, 60-day cash flow forecasting, margin reviews, and monthly strategy sessions.
- Profit Optimization Package: For companies with increasing complexity, this package includes bi-weekly advisory sessions, 90-day forecasting, cost modeling, and strategic tax planning.
- Scalable Growth Package: Designed for companies preparing to expand or raise capital. Includes weekly CFO meetings, 120-day forecasting, revenue modeling, and investor-ready reporting.
- Executive Financial Leadership Package: A full embedded CFO experience (10–15 hours per week) for high-growth businesses needing executive-level oversight, financial modeling, investor relations, and strategic guidance.
No matter the level, our CFO support is built around one goal: to give you the clarity and control you need to scale profitably.
A Real-World Example: From Startup to $10M in 24 Months
One client—a startup construction company—partnered with The Zali Group to build financial infrastructure from the ground up.
We implemented job costing systems, rolling cash flow forecasts, and budget-to-actual reporting to give the business real-time clarity and control. We also developed scalable billing and accounts receivable processes to support rapid growth.
With strategic guidance on pricing, cost controls, and margin optimization, the company scaled from zero to $10 million in revenue in just 24 months. More importantly, we positioned them for long-term profitability—not just short-term growth.
Why an Outsourced CFO is Smarter Than You Think
Hiring a full-time CFO can cost $200K+ per year. That’s why many growing businesses put it off—until they’re in the middle of a cash flow crunch or financial fire drill.
With The Zali Group, you get executive-level financial strategy at a fraction of the cost. You also gain:
- Customized forecasting and reporting
- Profitability analysis by service line or project
- Scalable systems that grow with your business
- Direct access to your CFO for ongoing support
Get Expert Help—Before You Need a Rescue Plan
You shouldn’t have to navigate financial decisions alone. The Zali Group helps you:
- Create and manage cash flow forecasts
- Build strategic budgets that match your growth goals
- Improve margins without sacrificing quality
- Identify financial red flags before they become major issues
We don’t just look at where you are now. We help you plan for what’s ahead—and build a roadmap to get there with confidence.
Ready to Stop Guessing and Start Scaling?
Let’s make sure your finances support your growth—not slow it down.
Book Your Free Consultation or call (855) 843-9254 to get started today.