Helios CFO + Advisory

Illuminate Your Business.

Business management consultant (show on map)

Interim and fractional CFO & Value Growth Advisory services to grow profitability, cash flow, and business value.

Call (614) 233-1911

About

Helios CFO + Advisory is dedicated to significantly growing the profitability, cash flow, and value of businesses through interim and fractional CFO services and value growth advisory. With 30 years of U.S. and global business experience, the firm illuminates growth opportunities and controllable risks, delivering an extraordinary return on investment at an affordable cost.

Services include building business infrastructure, creating financial strength, scaling profitably, achieving operational excellence, maximizing company value, and assisting with exit or transition owners. The firm values integrity, people, growth, and innovation, and is led by James Halsey, CPA, a former Deloitte Partner with extensive industry experience.

Interim and fractional CFO services at a fraction of full-time cost

30 years of U.S. and global business experience

Focus on profitability, cash flow, and business value growth

Comprehensive value growth engines covering infrastructure, financial strength, scaling, operational excellence, and value maximization

Ethical leadership and integrity as core values

Services

Build Business Infrastructure

Includes accounting and financial reporting, budgeting, forecasting, data analytics, KPIs, and business enabling functions.

Accounting and financial reporting Budgeting, forecasting and modeling Data analytics and business intelligence KPIs and business metrics Business enabling functions

Create Financial Strength

Focuses on working capital, financing, insurance, and intellectual property protection.

Working capital and cash flow management Bank and debt financing Mezzanine and equity investors Insurance coverages and risk mitigation Intellectual property protection

Scale & Grow Profitably

Addresses customer pricing, sales performance, supplier relationships, and growth strategies.

Customer pricing and segmentation Sales team performance enhancement Supplier costing and supply chain optimization Contract management Organic vs. acquisition growth analysis

Achieve Operational Excellence

Focuses on business operating systems, project management, expense discipline, and risk compliance.

Business operating system and rhythm Project management and action plans Expense budgets and cost discipline Incentive compensation programs Risk and compliance processes

Maximize Company Value

Includes long-term strategic planning, acquisitions, intangible asset valuation, and tax structuring.

Long-term strategic and financial planning Acquisitions and joint ventures Intangible assets valuation Build vs. Buy vs. Lease analysis Tax planning and structuring

Exit or Transition Owners

Assesses business readiness, wealth and profit gaps, quality of earnings, and coordinates professional advisor teams for post-exit transitions.

Business readiness and attractiveness assessments Wealth gap, profit gap, value gap analysis Quality of earnings and business range of value Professional advisor team coordination Post-exit business transition planning