Trusted by Business Owners Nationwide
Strategic Financial Leadership
Advisory Services for Small Businesses Nationwide
Strategic financial expertise without the full-time cost – custom forecasts, budgeting, cash flow mastery, capital raising prep, and growth insights so you make confident decisions and scale with clarity.
★★★★★ 5.0 Rating
Helping business owners make smarter financial decisions with confidence.
Advisory Strategic Dashboard
Live12-Month Revenue Forecast+34% YoY
Jan← Actual | Forecast →Dec
Cash Runway
14 mo
+3 mo
Profit Margin
28.5%
+5.2%
Burn Rate
$12.4K
-18%
Growth Rate
42%
+8%
Bank-level security • Updated in real-time
Key Deliverables
What Our Fractional Advisory Services Deliver
Flexible, on-demand access – monthly, project-based, or one-off – pay for what you need.
Revenue Forecasting & Cash Flow Management
Accurate projections to plan for growth and avoid cash crunches.
Annual/Monthly Budgets & Variance Analysis
Track performance against goals with actionable insights.
Custom Financial Modeling & Scenario Planning
Base, bull, and bear case models for confident decision-making.
Full-Stack Oversight
From bookkeeping integration to strategic analysis – complete visibility.
Capital Raising Support
Burn rate analysis, runway planning, pricing strategy, and pitch decks.
Headcount & Expense Planning
Smart employee cost projections aligned with growth goals.
KPI Dashboards & Strategic Reviews
Monthly performance reviews with metrics that matter.
Equine-Specific Financial Insights
Cost tracking for stables, breeding programs, events, and expansions.
Simple Process
Your Path to Financial Clarity in 4 Steps
Get strategic financial leadership working for your business quickly and seamlessly.
1
Book Free Consultation
Quick financial health check to understand your current position and goals.
2
Deep Dive Discovery
We review your goals, challenges, current financials, and growth vision.
3
Customized Strategy
Your dedicated advisor builds financial models, forecasts, and action plans.
4
Ongoing Partnership
Monthly insights, strategy adjustments, and proactive advice as you grow.
Why Choose Phoenix
Why Small Businesses & Equine Owners Choose Us
Strategic financial expertise tailored for small businesses and equine operations nationwide.
Nationwide Expertise
Deep understanding of business landscapes nationwide
Best Fractional Model
Strategic Advisory guidance without full-time salary overhead costs.
Experienced Leadership
Led by Hannah Padgett with extensive financial expertise.
Data-Driven Growth
Real insights to cut costs, boost profits, and scale confidently.
Flexible Partnership
Bridge to in-house when ready, or long-term strategic partner.
60+
Years Experience
500+
Clients Served
$50M+
Client Revenue Managed
100%
Client Satisfaction
Client Success Stories
Real Impact for Real Businesses
See how strategic advisory guidance helps businesses make smarter decisions nationwide.
"Hannah's Advisory guidance turned our equine operation's messy finances into clear growth plans – we finally know our runway and can plan ahead!"
From guessing to grounded decisions
D
David R.
Horse Farm Owner • Moulton, AL
"The fractional Advisory model gave us enterprise-level financial strategy at a price our small business could actually afford. Game changer."
40% improvement in cash flow
A
Amanda K.
Manufacturing Business Owner • Decatur, AL
"Their forecasting and scenario planning helped us secure funding for expansion. Couldn't have done it without the financial clarity they provided."
Secured $500K in growth capital
M
Marcus T.
Tech Startup Founder • Huntsville, AL
"Finally have monthly strategic reviews that actually help me make decisions. The KPI dashboards are exactly what I needed to run my boarding stable."
25% reduction in operating costs
J
Jennifer H.
Equine Boarding Facility Owner • Athens, AL
★★★★★5.0 on Google
Chamber of Commerce Member
60+ Years in Business
Transparent Pricing
Flexible Advisory Support
Custom plans based on your scope and needs. Includes dedicated advisor, financial models, strategic reviews, and ongoing support. No long-term lock-in – scale as you grow.
Common Questions
Frequently Asked Questions
Everything you need to know about our fractional Advisory services.
What is fractional Advisory vs. full-time Advisory?
A fractional Advisory provides strategic financial leadership on a part-time or project basis, giving you expert guidance at a fraction of the cost of a full-time hire. You get the same high-level insights – forecasting, strategic planning, capital raising support – without the $150K+ annual salary and benefits.
Do I need Advisory services for my small or equine business?
If you’re making growth decisions, struggling with cash flow, planning to expand, or want clearer financial visibility, Advisory services can be transformational. For equine businesses specifically, we understand the unique cost structures of feed, facilities, events, and breeding that require specialized financial strategy.
What financial areas do you cover?
We cover revenue forecasting, cash flow management, budgeting, financial modeling, scenario planning, KPI development, capital raising preparation, expense optimization, headcount planning, and strategic growth advisory. Everything a full-time Advisory would handle.
How does it work with my current bookkeeper or accountant?
We integrate seamlessly with your existing financial team. Your bookkeeper handles day-to-day transactions; we use that data to provide strategic analysis, forecasts, and growth planning. Think of us as the strategic layer on top of your operational accounting.
Can you help prepare for fundraising or expansion?
Absolutely! We specialize in capital raising readiness – building financial models investors want to see, preparing pitch decks with solid numbers, calculating burn rate and runway, and positioning your company for successful funding rounds or bank financing.
How secure is my financial data?
We use bank-level encryption, secure client portals, and follow strict data protection protocols. All financial information is treated with the highest confidentiality. We’re also happy to sign NDAs for additional peace of mind.
What is the typical engagement structure?
We offer flexible arrangements: monthly retainers for ongoing strategic partnership, project-based engagements for specific initiatives (like capital raising), or one-off consultations for quick assessments. Most clients start with a monthly engagement that scales with their needs.
How quickly can we get started?
After your free consultation, we can typically begin within 1-2 weeks. We’ll conduct an initial deep dive into your financials, then deliver your first strategic recommendations within 30 days.
Still have questions?
Schedule a free consultation and get all your questions answered.
Ready for Strategic Financial Guidance & Real Business Growth?
Let’s build your future together. Get the Advisory expertise you need to make confident decisions and scale with clarity.
Free Strategy Session
•
No Obligation
•
Results-Focused Approach