Gain Clarity & Control with Strategic CFO Advisory Services

Fractional CFO Solutions for Business Growth and Financial Stability

Growing a business is tough—especially when your financial strategy isn’t keeping up with your goals. At White Olive CPA, we provide CFO Advisory Services designed to give business owners clarity, confidence, and control over their financial future. Whether you're scaling operations, managing cash flow, or preparing for an investment round, our experienced advisors act as your part-time CFO—without the full-time cost.


We serve businesses across Franklin, Nashville, Brentwood, Spring Hill, and beyond with tailored financial leadership that drives real results.

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What Our Clients Are Saying   -   40 +  5 star reviews on Google

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"White Olive helped me get over a year of business taxes, sales tax and financial insights up to date. The entire team is responsive and collaborative. They now keep me organized month after month. Highly recommend them!"

★★★★★

Berlyn Haughton

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"Daniel is not your typical CPA. He provides CFO advocacy, bookkeeping and tax returns. However his experience of building and selling his own business makes him a valuable asset to individuals and business owners.  I like Daniel being on our team to help our clients."

★★★★★

Dart Thomas

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"Daniel took the stress out of doing taxes, and had great suggestions on how to improve my bookkeeping. Would highly recommend!"

★★★★★

Sarah Mead

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"White Olive CPA has an outstanding reputation for their expertise and professionalism. The team is knowledgeable and dedicated to providing excellent service. Daniel and his team are great at following up and staying on top of things for their clients. Highly recommend them for anyone in need of reliable CPA services!"

★★★★★

Amanda Cantu

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"I run two businesses and have a full time executive job. Daniel L acts as the CFO for my companies, manages my books, and also handles the taxes for the businesses and personal. His communication has been thorough, he is always available, very clear on his instructions, and will also re-iterate ad necessary. His quality of work and knowledge is top notch, and he has been instrumental in keeping my taxes real (and down). Truly impressive and highly recommended if you are looking for a CPA for your business/LLC/self."

★★★★★

Yogi Shivdasani

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"Daniel responded to my call within a couple of hours and had my return complete within two days. He was thorough, professional, knowledgeable, and responsive. I will be using him for all of my future accounting needs. I also will not hesitate to recommend him to friends and family."

★★★★★

Catherine Pallekonda

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Why CFO Advisory Services Matter: Providing Strategic Financial Oversight That Powers Growth

Reduce Risk, Improve Profitability, and Lead with Confidence

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Avoid Costly Mistakes

Without expert financial oversight, small missteps can lead to cash flow issues, missed opportunities, or compliance problems. Our CFO advisory services help you identify risks early, streamline operations, and keep your business financially secure.

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Improve Tax Efficiency

Strategic planning throughout the year ensures you're fully prepared for tax season—no scrambling, no surprises. We help you minimize liabilities and take advantage of every available deduction with proactive, integrated tax strategies.

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Support Scalable Growth

Whether you're pursuing funding, expanding operations, or planning a new venture, you need a clear financial roadmap. White Olive CPA provides the insights, forecasts, and analysis to guide confident decisions and support long-term success.

How White Olive CPA Solves Your Financial Leadership Challenges

Expert CFO Advisory Services Designed to Support Your Business at Every Stage

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Strategic Support That Scales with You

Every business is unique. Whether you’re a startup in Brentwood or a growing company in Nashville, we offer scalable CFO solutions that match your size, complexity, and financial goals—without the burden of hiring a full-time executive.

Ongoing Financial Insight and Oversight

We don’t just show up once a quarter. Our team provides consistent, proactive financial guidance, so you’re always ahead of potential issues and equipped to make informed, data-driven decisions.

Upfront Planning and Transparent Pricing

No surprises. From day one, we clearly outline your service scope and pricing. You’ll always know what to expect, allowing you to budget confidently and plan strategically.

Secure Technology with Real-Time Visibility

We use trusted, cloud-based financial tools to keep your data protected and accessible. You’ll have full visibility into your financials—anytime, anywhere—so you can track progress and make smart moves faster.

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Our CFO Advisory Process: Collaborative, Strategic, and Built for Growth

Here’s What to Expect When You Partner with White Olive CPA

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Step 1: Initial Consultation and Financial Review

We begin with a detailed discovery call to understand your business model, financial challenges, and growth objectives. Whether you're based in Franklin or anywhere across the country, we tailor our advisory approach to meet your specific needs.

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Step 2: Financial Systems Evaluation and Setup

Next, we assess your current financial processes, reporting tools, and KPIs. We’ll clean up outdated or inconsistent data, implement streamlined systems, and create a solid financial foundation that supports smart decision-making.

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Step 3: Ongoing Strategic CFO Guidance

With your systems in place, we provide consistent, forward-looking support. From forecasting and budgeting to strategic planning and investor readiness, we deliver the insight you need to grow with confidence—all while keeping you informed every step of the way.

How Our CFO Advisory Services Solve Common Client Concerns

1. "I can’t afford a CFO."

  • Reality: Hiring a full-time CFO can be costly—but not having strategic financial guidance can be even more expensive.
  • White Olive’s Solution: Our fractional CFO services give you access to high-level financial expertise without the overhead. We provide scalable support that fits your budget and delivers real, measurable ROI.

2. "I already have an accountant—why would I need a CFO?"

  • Reality: Accountants focus on compliance and reporting, but they typically don’t offer strategic guidance or forward-looking financial planning.
  • White Olive’s Solution: Our CFOs work alongside your existing accounting team, offering big-picture insights like forecasting, cash flow strategy, and profitability planning—services most accountants don’t provide.

3. "My business isn’t big enough for CFO-level support."

  • Reality: Many small businesses struggle with growth and cash flow precisely because they lack financial strategy early on.
  • White Olive’s Solution: We work with startups, solopreneurs, and growing companies alike. Our CFO services are customized to your stage of growth and designed to evolve with you.

4. "I’m overwhelmed by financial decisions and don’t know where to start."

  • Reality: Without clear financial direction, it's easy to make decisions based on instinct instead of data.
  • White Olive’s Solution: We simplify the process. From budgeting and forecasting to financial dashboards, we give you the tools and insight to lead your business with confidence.

5. "How do I know this investment will pay off?"

  • Reality: Strategic financial guidance drives better decisions, improves cash flow, and prepares your business for sustainable growth.
  • White Olive’s Solution: We track KPIs, measure performance, and show you exactly how our advisory services impact your bottom line—so you always know where your investment is going.

Client Testimonials: See What Our Clients Are Saying

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FAQs About Our CFO Services

  • How do I know if my business needs CFO advisory services?

    If you’re struggling with cash flow, unclear about your financial position, preparing for growth, or just tired of making decisions without solid data, CFO services can help. Our clients range from startups to established companies looking to level up their financial strategy.

  • How are CFO services different from bookkeeping or tax preparation?

    Bookkeeping keeps your financial records accurate, and tax services ensure compliance. CFO services go a step further—we focus on strategy, planning, and future-focused financial decision-making to support long-term growth and profitability.

  • Do you work with businesses outside of Franklin, TN?

    Yes! While we’re based in Franklin and serve Nashville, Brentwood, and Spring Hill, our virtual CFO services allow us to work with businesses nationwide. No matter where you’re located, you’ll get the same level of personalized support.

Ready to Take Control of Your Finances with Expert CFO Support?

Partner with White Olive CPA and Make Smarter Business Decisions with Confidence

Running a business comes with enough challenges—navigating financial strategy shouldn’t be one of them. With White Olive CPA’s CFO Advisory Services, you get the strategic guidance, forecasting tools, and expert insight you need to grow your business with clarity and control.

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