What's the difference between a financial advisor and a CFO advisor?

A financial advisor typically focuses on personal wealth — investments, retirement, insurance. A CFO advisor or fractional CFO works with businesses on company finances: cash flow, fundraising, financial models, and strategic planning. Expert Sapiens connects you with both, depending on your needs.

Do I need a finance expert if I already use an accountant?

Yes — they serve different roles. Accountants handle compliance and historical reporting (taxes, bookkeeping). Finance experts focus on forward-looking strategy: forecasting, fundraising readiness, financial modeling, and growth planning.

Can a finance expert help with fundraising?

Absolutely. Finance experts on Expert Sapiens regularly help founders build investor-ready financial models, stress-test assumptions, prepare for due diligence, and understand what investors look for in your numbers.

How do I prepare for a session with a finance expert?

Come with your current financials (even rough ones), a clear question or challenge, and context about your business stage. The more specific you are, the more valuable the session will be.

How many sessions will I need?

Many clients get significant value from a single focused session. For ongoing support — like monthly financial review or fundraising prep — most experts offer packages or retainer arrangements.

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Finance Experts

Overview

Finance experts help individuals and businesses make smarter decisions with their money. Whether you need help building a financial model, planning for growth, managing cash flow, or preparing for an investment round, a finance expert brings the analytical rigor and real-world experience to guide you.

0 experts available$150 – $400 per session

When to hire

You're raising a funding round and need clean financial projections
Your business is growing but cash flow feels chaotic or unpredictable
You need to build or stress-test a financial model before a big decision
You're planning to buy, sell, or merge a business
You want to understand your unit economics and path to profitability

What to expect

Sessions typically start with a deep dive into your current financial situation — your P&L, cash position, burn rate, and goals. From there, a finance expert will identify gaps, model scenarios, and walk you through a clear action plan. Expect candid, numbers-driven guidance, not generic advice.

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Frequently asked questions

Common questions about working with finance experts.

Related Comparisons

Financial Planner vs Financial Advisor Fractional CFO vs Full-Time CFO CFO vs Controller Financial Advisor vs Accountant

Hiring Guide

How to hire a finance expert

Vetting checklist, red flags, and what to expect.

Read guide

Session Prep

Questions to ask a finance expert

Get more from your session with the right questions.

See questions

Cost Guide

How much does a finance expert cost?

Typical rates, what affects pricing, and how to budget.

See costs

Key Terms

Understand the language before your first session.

Fractional CFO

A Fractional CFO is a senior financial executive who works part-time across multiple companies, providing CFO-level strategy and leadership at a fraction of the cost of a full-time hire.

Burn Rate

Burn rate is the pace at which a company spends its cash — typically measured monthly — before it becomes cash-flow positive. It is one of the most critical metrics for any startup.

Financial Modeling

Financial modeling is the process of building a structured, quantitative representation of a company's finances — typically in a spreadsheet — to forecast future performance and support major decisions.

EBITDA

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a widely used measure of a company's core operating profitability, stripping out the effects of financing decisions, tax environments, and non-cash accounting charges.

Working Capital

Working capital is the difference between a company's current assets (cash, receivables, inventory) and its current liabilities (payables, short-term debt). It measures whether a business has enough short-term assets to cover its short-term obligations and fund day-to-day operations.