Outsourced CFO Services

Financial clarity.
Strategic partnership.
Measurable results.

Regalia Hills Consulting brings executive-level financial leadership to growing businesses — without the full-time cost. We partner with small, owner-led businesses with $2M+ in revenue to build the financial infrastructure needed to make key decisions, scale with confidence, and drive lasting value.

Why It Matters
82%
of small business failures stem from poor cash flow management or poor understanding of cash flow
60–80%
cost savings vs. hiring a full-time CFO — same executive-level expertise, without the overhead
3–5×
ROI that strategic CFO-level partnership typically delivers for small businesses
Who We Serve

Does this sound
like you?

We built Regalia Hills for business owners navigating these exact challenges. If any of these feel familiar, you're in the right place.

Growing fast, but cash flow feels more stressful than ever
Hitting a ceiling — but I can't pinpoint what's holding me back
Not sure if I can afford to hire, expand, or take on more work
I don't know if my jobs are actually profitable until it's too late
I have long-term goals for my business, but no clear financial path to get there
My accounting processes and technology are outdated — and I'm not sure what the fix is

If any of these sound familiar, you're exactly who we built this for.

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Our Framework

Where We Focus

Five areas where financial leadership drives the most meaningful change in your business — and where our work is concentrated in every engagement.

01

Cash Visibility

Always know where cash stands, where it's going, and what's coming. No more month-end surprises.

02

Financial Infrastructure

The systems, processes, and reporting that let your business run efficiently and effectively.

03

Profit Clarity

See margin at the job level, not just at year-end. Know which work makes money — and which doesn't.

04

Long-Term Goal Alignment

Owners lose focus under day-to-day pressure. We provide the accountability and financial discipline to keep your business moving toward your long-term goals.

05

Growth & Scale Readiness

Build your business to grow with intention, removing reliance on yourself to increase your value and your ability to exit.

Why It Matters

The cost of going without — and the value of having it.

Each of these areas carries a real cost when it's missing, and a real return once it's in place.

Cash Visibility
Without It

Payroll and vendor payments become guesswork. Growth quietly creates a cash crunch.

With It

You see cash needs weeks ahead — and make every decision with confidence, not anxiety.

Financial Infrastructure
Without It

Everything runs through the owner's head. Growth multiplies chaos instead of profit.

With It

Systems and reporting run the business day-to-day — so it doesn't depend entirely on you.

Profit Clarity
Without It

You're profitable on paper but can't tell which jobs make money and which quietly drain it.

With It

You price, bid, and staff with real margin data — and walk away from work that doesn't pay.

Long-Term Goal Alignment
Without It

Day-to-day fires consume every hour. Long-term goals get talked about but never actually pursued.

With It

A partner keeps you accountable to your own goals — and the financial discipline to reach them.

Growth & Scale Readiness
Without It

Growth happens by accident, not by design — and if a sale or transition ever comes up, you're not ready.

With It

You scale on purpose — and the business carries real, demonstrable value the day you decide to sell or step back.

How We Work

A clear process. No guesswork.

Every engagement follows the same three-phase structure — starting before you even hire us.

Before You Hire Us

Discovery

Weeks 1–2

We don't ask you to commit before we've done the work to understand your business. Every engagement starts with a focused discovery process — at no cost to you — so that both sides can make a fully informed decision.

Intro Call — A call with the owner so we understand how the business operates, the long-term goals, and where the business stands financially.
Financial Review — We examine your financials to identify gaps, risks, and the highest-leverage opportunities.
Accounting & Systems Review — A look at your current processes, software, and operational infrastructure.
Discovery Proposal Delivered — A clear written document outlining exactly what we found and what we'd do about it.
Deliverable

The Discovery Proposal

At the end of discovery, you receive a written proposal that's yours to keep — regardless of whether you choose to move forward. It's a real deliverable, built specifically around your business.

FormatWritten Report
CostIncluded in Discovery
ObligationNone
What's Inside
Current State SummaryWhere your business stands today — clearly and honestly.
Top Bottlenecks & Pain PointsThe financial and operational issues holding your business back.
What We'll Build & Our PrioritiesShort, medium, and longer-term focus areas — specific to your situation.
Engagement Recommendation & InvestmentOur recommended tier and monthly fee, tailored to your needs.
Phase One

Build the Foundation

Months 1–4

Every business we work with is different. Some have strong accounting in place and need the financial operating system built on top of it. Others need foundational work first. Phase One is about assessing where things stand and ensuring the right infrastructure is in place — so everything that follows is built on solid ground.

Stabilize & Clarify — Map how revenue is generated, where margin is being made or lost, and how the business operates at a financial level.
Accounting Foundation — Ensure your accounting processes, chart of accounts, and close process are accurate, consistent, and built to support real decision-making.
Install the Financial Operating System — Build cash flow forecasting, job-level profitability reporting, KPI dashboards, and the reporting cadence your business needs to make real decisions.
Set the Roadmap — Define clear ownership, accountability, and a forward-looking financial model aligned to your actual business goals.
Phase Two

Operate & Grow

Month 4+ Ongoing

With the foundation in place, we shift into ongoing financial leadership. This is where our focus areas become embedded in how your business operates — not a report you receive, but a rhythm you run by.

Monthly Financial Review — Full P&L, balance sheet, and cash flow with plain-language commentary on what drove the numbers.
Recurring CFO Calls — Scheduled touchpoints to review performance, flag risks, and support your biggest decisions.
Forward-Looking Forecasts — Live financial models, rolling cash flow projections, and annual budgets that update as the business evolves.
Strategic Advisory — Scenario modeling, pricing support, growth planning, and the decision-making infrastructure to scale with confidence.
Engagement Tiers

Choose your level of partnership.

Our exact recommendation for your business — including tier and monthly investment — will be outlined in your Discovery Proposal.

Essentials
For owners who need reliable financial reporting and consistent oversight without deep advisory involvement.
Monthly financial report package
Job-level profitability reporting
Monthly review call
Cash flow management & 13-week projection
Annual budget & rolling forecast
Meeting Cadence
Monthly CFO review call
2 business day response time
Partner
For owners who want their CFO deeply embedded in the business — present, accessible, and involved at every level.
Everything in Advisory
Weekly calls & leadership meeting attendance
Ongoing systems optimization
Bi-annual onsite strategic meeting
Direct phone & text access to your CFO
M&A, exit, or expansion readiness support
Meeting Cadence
Weekly calls + bi-annual onsite + open access
Phone / same day access
About the Firm

Built on relationships.
Driven by results.

Regalia Hills Consulting was founded on a simple belief: small business owners deserve the same caliber of financial leadership that large companies take for granted — delivered by people who genuinely care about their success.

As brothers, we built this firm around the values we were raised with: relationships first, a deep commitment to serving others, and the conviction that real partnership means showing up not just as advisors, but as invested members of your team. We love what we do because it puts us in the room with driven, passionate business owners — and gives us the opportunity to bring clarity, confidence, and strategic direction to the financial side of everything they've built.

Our mission is straightforward: help small, owner-led businesses gain the financial clarity they need to make better decisions, grow sustainably, and build something that lasts.

John — Co-Founder, Regalia Hills Consulting
John
Co-Founder & Partner

John started his career in audit and has spent the last six years working directly alongside small business owners to bring financial clarity to their operations. He specializes in cleaning up the books, implementing modern accounting systems and technology, securing financing, building cash flow projections and scenario models, and standing up HR and operational infrastructure. John handles the complexities of the back office so founders can stay focused on their vision — serving as a true strategic partner who ensures every financial decision and operational system supports where the business is going.

Andrew — Co-Founder, Regalia Hills Consulting
Andrew
Co-Founder & Partner

Andrew brings a decade of experience across audit, consulting, and corporate finance — working with clients and business owners to help them accomplish their goals. He has a deep curiosity for understanding how companies actually run and make a profit, and a talent for turning complex financial information into a clear story that owners can act on. Andrew believes that great financial leadership isn't about the numbers themselves — it's about what those numbers tell you, and what you do next.

Get In Touch

Ready to build a
stronger financial foundation?

Most business owners wait too long to get financial leadership in place. The best time to start is before the next major decision — not after.

Email
john@regaliahillsconsulting.com
Response Time
Within 1 business day
Ideal Clients
Small, owner-led businesses with $2M+ in revenue seeking financial clarity and strategic direction
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Tell us about
your business.

A few quick questions so we can come prepared. Takes about two minutes — we'll be in touch within one business day.

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🔒  Your information is kept strictly confidential.