HarborLight Strategy Group
Fractional CFO services for clarity, confidence and growth.
Whether you need a clearer view of your financial statements, a dependable cash-flow forecast, forward-looking budgets and projections, or a practical plan to hit your long-term goals, HarborLight is here to guide you every step of the way.
ABOUT HARBORLIGHT
At HarborLight, we don’t stop at compliance or bookkeeping. We help business owners uncover what their numbers are really saying. Where the cash stands today. What the next decision should look like. And how the business can move forward with clarity.
What We Deliver
Financial Statement Review
Your Balance Sheet, Income Statement, and Cash Flow Statement are more than reports. They reveal strengths, risks, and momentum. We highlight what matters most so you see where performance is heading and where to act.
Cash Flow Forecasting
Our 13-week rolling forecast answers the questions that matter. Can you afford a new hire? Is now the moment to invest in equipment? Should you expand or hold steady? Every inflow and outflow is mapped so you’re never guessing.
Budgeting & Projections
We design models that make the future visible. You’ll understand the financial impact of each choice before it happens, allowing you to plan with intention rather than react.
Strategic Goal Setting
Paying off debt. Raising margins. Funding distributions. Whatever the target, we turn broad ambitions into measurable steps and hold the line until progress is real.
Our Services
Financial Statement Review
High-level review of your financials to highlight what’s working, what’s not, and how you’re trending against your goals.
Budgets & Projections
Forward-looking plans that show the financial impact of each decision before it’s made.
Cash Flow Forecasting
A 13-week forecast that shows what’s coming in, what’s going out, and what you can afford to do next.
Strategic Goal Setting
We work with owners to turn big goals into measurable outcomes. Paying down debt. Increasing distributions. Month by month, progress becomes visible.
Our Philosophy & Our Approach
Our Philosophy
At HarborLight, we believe:
Clarity over complexity. Insights matter, jargon doesn’t.
Cash above all. Every choice connects back to liquidity.
Partnership over distance. We don’t advise from the sidelines, we work alongside leadership.
Clear numbers. Visible cash. Actionable direction. That is the standard.
Our Approach
We work shoulder-to-shoulder with your team to turn numbers into action:
-
Quick-Win Assessment – Start with a Financial Statement Review or 13-Week Cash Forecast to uncover risks and savings.
-
Roadmap & Priorities – Co-create a 90-day plan with clear budgets, metrics, and milestones.
-
Hands-On Execution – Embedded 1–2 days a week to guide decisions and build momentum.
-
Measure & Adjust – Monthly scorecards and quarterly resets to keep your business on track.
No fluff. No wasted time. Just committed partnership and measurable results—without the full-time CFO cost.
Guiding Clients to Measurable Results
At HarborLight, we don’t just advise—we deliver. Here’s how we’ve helped clients navigate complexity and come out stronger.
$1.9MM Payroll Savings Post-Acquisition
Client: MasTec / SEFNCO (Construction)
Aligned a newly acquired $80MM division to parent company standards, cut $1.9MM in payroll costs, and led a GL redesign for job-level visibility across markets.
$1MM EBITDA Gain + Risk Cleanup
Client: Service America (Commercial MEP Services)
Boosted EBITDA by $1MM through unit-level analytics. Uncovered fraud in the commercial mechanical division and installed tighter controls.
Stadium, Strategy & PE Exit
Client: Inter Miami CF (Sports & Infrastructure)
Produced clean audited financials, led a cost segregation study unlocking millions in depreciation, and built a 5-year model that helped support the club’s private equity sale.
Warehouse Startup Built in 90 Days
Client: HiveHub (Warehouse/Logistics)
Launched finance ops from scratch, secured $1.2MM in equipment financing, and negotiated $380K in lease abatements—installing real-time budget tracking tools.
Trusted by Industry Leaders
Like a beacon through financial complexity, HarborLight brings decades of hands-on leadership and proven strategies from inside top organizations — so you can move forward with clarity and control.
Let’s Talk Numbers (and Big Ideas)
Curious how financial clarity unlocks growth? Whether you’re scaling or just need a gut check, we provide perspective without pressure.